Oracle Utilities Sales for Commercial Account Management

Deliver more value to your commercial and industrial (C&I) customers using a data-driven approach to account management. Augment your utility data to better understand customers, proactively engage C&I accounts with intelligent offers, and focus your teams on activities that drive revenue. Stand out from the competition and sell beyond electricity, gas, or water service.

Discover how Oracle Utilities Customer Experience can help you.

Oracle Utilities Sales for Commercial Account Management product features

Improve sales productivity and performance by automating account management activities and delivering contextual and guided selling experiences that help turn your account managers into trusted advisors. Leverage clean, enriched data and AI-derived insights to guide sellers’ actions, prioritize high-value accounts, and recommend the right offers and value-added products and services to increase revenue.

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

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.

Oracle Utilities Sales for Commercial Account Management benefits

01Better understand your commercial and industrial utilities customers

Enrich your team’s account knowledge with usage data and insights, billing and payment history, service interruptions, and eligible offers displayed in a single customer 360-degree view. Enable account managers to proactively engage your high-value C&I customers and spend more time as their trusted advisor.

02Enable real-time collaboration across teams

Enhance collaboration across your front- and back-office teams without worrying about data loss or duplicate data entry. Leverage preintegrations with familiar tools such as Microsoft Office 365, Microsoft Teams, Slack, video conference technology, and more.

03Recommend new products and services

Help your account teams intelligently recommend the best rate plans, programs, and value-added products and services through guided selling tools that leverage AI-derived insights with buyer signals to improve offer uptake.

04Increase sales productivity and performance

Focus account managers on delivering value by automating account management activities such as cross-channel communications, appointment and activity scheduling, and contract management—while they effectively engage on the go with a complete set of mobile capabilities.

Oracle Is Named a Leader in The Forrester Wave™ for Sales Force Automation Solutions, Q2 2021

Katrina Gosek, Vice President, Product Development, Oracle Advertising and CX

Forrester named Oracle a Leader and gave us the top score in the Current Offering category in The Forrester WaveTM: Sales Force Automation Solutions, Q2 2021.

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Oracle Utilities Sales for Commercial Account Management

Learn more about Oracle Utilities commercial account management for utilities (PDF)

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