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What is VertexOne?

For thirty years, VertexOne has been at the forefront of assisting utilities and energy companies across North America in their digital transformation journeys, while also optimizing their operational processes. Our comprehensive suite of solutions addresses the entire meter-to-cash cycle, significantly improving experiences for both customers and employees alike. Whether your goals involve implementing effective customer engagement techniques, modernizing your billing and customer information systems, or leveraging automation and data analytics, VertexOne stands ready as your trusted partner. Our offerings are adaptable, capable of operating within a complete meter-to-cash ecosystem or as standalone solutions that integrate seamlessly with your current technology setup. In the competitive landscape of IT service providers, extensive experience is crucial. VertexOne boasts a diverse array of utility technology solutions, making it the perfect fit for utility and service organizations of any size. Throughout the years, we've unwaveringly supported utilities and energy providers in efficiently serving their communities, which underscores our dedication to excellence within the sector. As we forge ahead with our innovations, our unwavering commitment remains to provide outstanding value and service to our clients, fostering long-lasting partnerships built on trust and success.

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.

Media

Media

Integrations Supported

CloudHub
Salesforce
Salesforce Data 360
Slack
Tableau

Integrations Supported

CloudHub
Salesforce
Salesforce Data 360
Slack
Tableau

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$275 per month
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

Vertex

Date Founded

1996

Company Location

United States

Company Website

vertexone.net

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

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

Categories and Features

Utility Billing

ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management

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