Salesforce for Energy & Utilities Industry Cloud in Halifax

Salesforce Features for Energy & Utilities

Our Salesforce Energy and Utilities Cloud accelerator empowers your organization to work more efficiently. From managing incoming calls and contract negotiations to overseeing accounts, it provides essential customer insights and transformative processes, enabling you to deliver exceptional service like never before.

Streamline opportunity and case management

We implement Partner Community for renewables and environmental companies to efficiently track opportunities, manage cases, and oversee shared profiles. Additionally, Customer Community facilitates customer interactions, provides easy access to quote information, and enables direct communication with sales managers.

Custom Solutions to improve customer experience

The Fynaxis team creates Custom Lightning Components to tailor the Partner Community, providing a smoother, faster, and more seamless experience to meet the demands of end customers. These custom components function just like standard template components, ensuring familiarity and efficiency.

Enhance Security Model

We configure the Security Model with profiles and sharing rules to strengthen security, complemented by password-free login authentication. Community members receive a secure link via email or text to access the portal without logging in. Clicking the link seamlessly directs users to the community.

Accelerate Decision-Making Process

In Salesforce, reports display a list of records that meet specified conditions, organized into columns and rows with options for filtering and grouping. Visual tools like dashboards provide a comprehensive view of community information, interactions, and key statistics, enabling faster and more informed decision-making.

Tailored Solutions for Energy & Utilities Sector Challenges

We recognize the importance of tailored solutions that address key challenges in the Energy & Utilities sector. These include seamless system integration and features to prioritize asset management and preventive maintenance, automation to optimize scheduling and expedite emergency response while minimizing downtime, and dynamic tools to simplify tasks such as foreman support, regulatory compliance, vegetation management, and operational and capital expenditure management.

Customer 360-degree view

Harness the power of the Salesforce Customer 360 cloud console to centralize customer insights and streamline processes. Equip your employees with advanced customer analytics and predictive insights, and provide your customers with personalized self-service experiences featuring intuitive, guided journeys.

Advanced Mobility

Custom tools designed for specific tasks and roles ensure efficient fieldwork completion, providing secure access to real-time information, optimized schedules, dynamic forms, virtual remote assistance, and detailed maps to easily locate sites..

Job Planning and Scheduling

Achieve precise and efficient planning and scheduling—reduce truck roll costs, seamlessly integrate vegetation management and routine tasks to minimize downtime, and respond to emergencies swiftly with accurate response time allocation.

Asset and Inventory Management

Centralize asset and inventory management on-platform, allowing for efficient and cost-effective integration of lifecycle tracking, as well as routine, emergency, and preventative maintenance into your business operations.

Analytics, Forecasting, and Planning

Optimize forecasting and planning with intelligent analysis of organizational and customer data. Access real-time, data-driven reports and KPIs to gain a deeper understanding of both the details and the big picture.

Compliance and Safety

We provide tools and reminders, along with configured workflows, to automate regulatory compliance, safety tasks, tracking, and reporting—making it easier to manage and ensure compliance and safety.

Boost Efficiency with AI and Automation

Tailored consulting services that align your Salesforce implementation with your business goals, ensuring optimal performance and ROI.

Improved Efficiency

Streamline your operations and boost productivity with Salesforce. Automate routine tasks, accelerate business processes, and reduce manual effort. By optimizing workflows and leveraging Salesforce to its full potential, you can maximize efficiency and achieve your business goals.

Enhanced Accuracy

Ensure data accuracy and consistency with Salesforce. Automate data entry, reduce human error, and improve data quality. By leveraging Salesforce's powerful features, you can gain valuable insights and make informed decisions.

Cost Savings

Reduce operational costs and maximize ROI with Salesforce. Automate processes, eliminate manual tasks, and optimize resource allocation. By streamlining workflows and reducing errors, you can achieve significant cost savings and improve your bottom line.

Boosted Customer Experience

Deliver exceptional customer experiences with Salesforce. Personalize interactions, improve response times, and build stronger customer relationships. By empowering your teams with the right tools, you can exceed customer expectations and drive loyalty.