Oracle Utilities Sales for Commercial Account Management

Utilities customer 360-degree dashboard

Provide your account teams with the information they need

Empower account managers with full visibility and insight into your C&I accounts. Bring together the customer’s billing history, consumption and transactional history, appointment scheduling, service interruptions, and account and contract care into a single customer 360-degree dashboard.

Improve upsell and cross-sell results with better account insights

Prioritize high-value accounts and recommend intelligent offers based on utility data and account signals. Leverage AI insights to propose the right rate plans, programs, and value-added services to customers based on their needs.

Real-time collaboration for utilities’ teams

Improve productivity and enhance deal collaboration by connecting the applications where your account managers spend most their time—using email, text, and messaging integrations that optimize tools such as Microsoft Office 365, Microsoft Teams, and Slack.

Mobile and productivity tools for C&I account management

Effective account management from anywhere

Support C&I accounts both online and offline using a mobile workspace and digital assistants to automate common account management tasks, ease communications with email integrations, streamline follow-up activities, and update records from anywhere.

Provide the tools your account teams deserve

Automate time-consuming data entry and task management. Focus your account managers on the right activities to support your customer’s needs with task lists, account scoring, and guided action plans. Help your account managers become trusted advisors and deliver expert guidance more effectively using AI-enabled virtual assistants, a searchable knowledgebase, and other aids.

Guide account managers to focus on the best opportunities

Guide sellers’ actions and improve sales conversations through enriched customer data, applied machine learning (ML), and embedded AI insights such as win probability and next-best action recommendations. Share best practices and deliver smart talking points using Oracle DataFox for real-time account insights that help sellers engage C&I customers in the context of ongoing business operations.

Mobile and productivity tools

• Oracle Sales Assistant
• Oracle Sales Force Automation
• Oracle Intelligent Advisor
• Oracle Digital Assistant and chatbots
• Oracle Knowledge Management
• Oracle DataFox

Complex utilities pricing and quoting

Improve pricing and quoting for your most complex commercial customers

Streamline the process for preparing energy and nonenergy quotes for single and multisite customers. Use Oracle Configure, Price, and Quote to configure complex products and craft quotes and estimates. Automate eligibility, negotiation, and approval processes and simplify fulfillment as offers are accepted.

Sales performance management

Improve sales performance with better performance-tracking tools

Manage C&I account teams and measure their success using clear territories, performance goals, forecasts, and targets.