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What is Salesforce Agentforce Energy & Utilities?

Agentforce Energy & Utilities is Salesforce’s AI-first CRM solution designed specifically for energy and utility companies navigating a rapidly changing industry landscape. Previously known as Energy & Utilities Cloud, it integrates customer, asset, billing, and operational data into one connected ecosystem. The platform combines predictive and generative AI with automation to drive efficiency across sales, service, and field operations. Smart Utility Contact Center capabilities provide agents with real-time account insights, usage data, and personalized next-best actions. Industry-specific CPQ tools support advanced quoting for residential, commercial, multi-site, and commodity-based services. Order management and guided selling simplify complex product configurations and customer onboarding. The built-in Energy & Utilities Data Model ensures seamless management of sales, service, work orders, and asset tracking. Consumer Clean Energy Program Management helps organizations oversee conservation programs and accelerate sustainability goals. Field workforce productivity tools improve scheduling, labor optimization, and incident management. Integration with Data 360 activates unified customer and asset data across applications. Tableau and business intelligence solutions transform operational data into actionable insights. Agentforce Energy & Utilities enables providers to enhance customer experiences, optimize cost-to-serve, and lead the energy transition with confidence.

What is Olix365?

Unlock immediate advantages with features such as a visual scheduling board, efficient inventory management, and improved tracking of resources and vehicles through optimized routing. Olix365 seamlessly combines cutting-edge technology with operational efficiency, revolutionizing utility management into a more cohesive and streamlined experience. Crafted by Alphavima, this comprehensive cloud solution is tailored specifically for the utility sector. By leveraging in-depth knowledge of the industry, this innovative platform transforms utility operations by incorporating advanced technologies that simplify internal workflows, ensure compliance with regulations, enhance customer engagement, facilitate data-driven decision-making, and encourage effortless scalability. Additionally, Olix365 aids in transitioning from conventional systems like Microsoft Dynamics Great Plains (GP) to modern cloud-based ERP platforms. Our methodology involves meticulously mapping the processes and fields from the legacy system to the new one, guaranteeing a seamless user migration experience. This not only boosts operational effectiveness but also significantly elevates the quality of service provided to customers, fostering a more responsive and adaptable utility operation. Ultimately, Olix365 empowers organizations to thrive in an evolving marketplace by embracing innovation and efficiency.

Media

Media

Integrations Supported

ADP DataCloud
CloudHub
Docusign
Microsoft Dynamics 365
Prophix
Salesforce
Salesforce Data 360
Slack
Tableau

Integrations Supported

ADP DataCloud
CloudHub
Docusign
Microsoft Dynamics 365
Prophix
Salesforce
Salesforce Data 360
Slack
Tableau

API Availability

Has API

API Availability

Has API

Pricing Information

$275 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/energy-utilities/cloud/

Company Facts

Organization Name

Olix365

Company Location

United States

Company Website

www.olix365.com

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Sourcing

Auction Management
Budget Management
Collaboration
Global Sourcing Management
Rfx Management
Spend Management
Supplier Management
Supplier Qualification
Supplier Risk Management
Supplier Web Portal
Template Management

Warehouse Management

3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management

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