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Salesforce for UtilitiesPowering a Consistent Customer Experience
David MillsRegional Vice President, Utilities & Energy
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
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Safe Harbor
Customer Service in Utility CompaniesThe Daily Telegraph – 18th May 2015
Innovation is the KeyUtility Week – May 2015
Innovation is in our DNA
The Future is a Customer Success Platform
Systems of Record
Customer Success Platform
Peter BinghamTransitional Capacity Arrangements Manager
Keeping the lights on with Salesforce
Tightening Capacity margins mid-decade
• Ofgem forecast tightening capacity during 2014/15 and 2015/16 increasing the risks to security of supply
• Caused by closure of ageing generation due to environmental and economic factors, with limited investment in new power stations
0%
2%
4%
6%
8%
10%
12%
2013/14 2014/15 2015/16 2016/17 2017/18 2018/19
De-r
ate
d c
ap
ac
ity m
arg
in [
%]
Year
Media Headlines
11
BBC Video Clip
Delivering a Solution
Two new tools were developed to address security of supply concerns
• Demand-Side Balancing Reserve (DSBR)
• Supplemental Balancing Reserve (SBR)
• Both were approved by Ofgem in December 2013
• Both were needed ready for winter 2014/15
• No system existed to support the procurement,
despatch and settlement of the DSBR product
What is Demand-Side Balancing Reserve
Large industrial / commercial consumers
capable of reducing their electricity demand
between 4pm and 8pm on winter weekdays
when requested by National Grid
By switching off/shifting load or running standby
generators
Voluntary scheme, upfront payments for signing
up (£10/kW) then payments of up to £15/kWh
(i.e. ~100x the electricity price) when called.
Only to be used rarely as a last resort if market
options are used up.
Called via SMS/Mobile App
Promoting growth in Demand-Side services
National Grid IS Requirement
National Grid required the rapid
deployment of a new system to
enable the DSBR service
TCS/Zensar using Salesforce
engaged [Feb 2014]
DSBR procurement system
required by May 2014 to tender in
early June
DSBR despatch system (including mobile App) required by October) for the service to go-
live from November
DSBR settlement system required by Jan ‘15 to enable payment for service delivery
Business Outcome
Pilot Scheme tender launched in June 2014
340MW of DSBR procured, supporting security of supply in winter
2014
All DSBR units despatched as a test during the winter, successfully
proving the scheme works
With nuclear plant returning, high continental imports, and a
warm/windy winter, generation was adequate and DSBR was not
used in anger
BUT DSBR provided vital insurance for the UK’s electricity supply
had any of these gone the other way
Two procurement events run for 2015/16, attracting further interest in
the product
Much greater need following further power station closures
National Grid delighted by the success of the scheme
Peter BinghamTransitional Capacity Arrangements Manager
The Future is a Customer Success Platform
Systems of Record
Customer Success Platform
David BowringHead of Technology
British Gas Home Installations
“Paper trail…” “Lets get digital…” “A magic touch…”
• 16 year old Oracle system
• Changes taking 3mths+
• Manual processes Off
ice
Sa
les
Op
s • No field device for Engineers
• Work sent out by post
• Planning changes by phone
• 1½ hours per day to up/download
• 3 months to launch a new product
• Commission managed by hand
• New laptops with 3G
• Turnaround for new products = 1 wk
• Better lead tracking & MI
• Electronic diary management
• No more job completion documents
• Email & intranet solution in place
• Easier to use web-based system
• Call scripting for lead management
• Integrated merchant delivery slots
• Google integration to reduce travel
• Shorter completion journeys
• BG Integration – products, SAP billing
• iPads issued to Sales Advisors
• Creation of a digital customer Showroom
• Better use of rich media
• iPads issued to all Engineers
• Creation of Depot
• Photo management
British Gas Home Installations’ technology transformed over 5 years,
underpinned by a Salesforce platform…
“Paper trail…” “Lets get digital…” “A magic touch…”
• 16 year old Oracle system
• Changes taking 3mths+
• Manual processes Off
ice
Sa
les
Op
s • No field device for Engineers
• Work sent out by post
• Planning changes by phone
• 1½ hours per day to up/download
• 3 months to launch a new product
• Commission managed by hand
• New laptops with 3G
• Turnaround for new products = 1 wk
• Better lead tracking & MI
• Electronic diary management
• No more job completion documents
• Email & intranet solution in place
• Easier to use web-based system
• Call scripting for lead management
• Integrated merchant delivery slots
• Google integration to reduce travel
• Shorter completion journeys
• BG Integration – products, SAP billing
• iPads issued to Sales Advisors
• Creation of a digital customer Showroom
• Better use of rich media
• iPads issued to all Engineers
• Creation of Depot
• Photo management
British Gas Home Installations’ technology transformed over 5 years,
underpinned by a Salesforce platform…
“Paper trail…” “Lets get digital…” “A magic touch…”
• 16 year old Oracle system
• Changes taking 3mths+
• Manual processes Off
ice
Sa
les
Op
s • No field device for Engineers
• Work sent out by post
• Planning changes by phone
• 1½ hours per day to up/download
• 3 months to launch a new product
• Commission managed by hand
• New laptops with 3G
• Turnaround for new products = 1 wk
• Better lead tracking & MI
• Electronic diary management
• No more job completion documents
• Email & intranet solution in place
• Easier to use web-based system
• Call scripting for lead management
• Integrated merchant delivery slots
• Google integration to reduce travel
• Shorter completion journeys
• BG Integration – products, SAP billing
• iPads issued to Sales Advisors
• Creation of a digital customer Showroom
• Better use of rich media
• iPads issued to all Engineers
• Creation of Depot
• Photo management
British Gas Home Installations’ technology transformed over 5 years,
underpinned by a Salesforce platform…
.co.uk
> >>>
Homecare CRM
Telephone &
Online leads
Lead management
Customer visits
Propositions
Pricing
Collateral
Quotations
Job management
Mobile comms
Customer RelationsCustomer Billing
Supplier orders
>We have the agility to deliver a great customer experience in a premium home retail market
Our field teams are well equipped.... Demo...
David BowringHead of Technology
British Gas Home Installations
Thank you, London!
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