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Salesforce for Utilities Powering a Consistent Customer Experience

Salesforce for utilities powering a consistent customer experience

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Page 1: Salesforce for utilities powering a consistent customer experience

Salesforce for UtilitiesPowering a Consistent Customer Experience

Page 2: Salesforce for utilities powering a consistent customer experience

David MillsRegional Vice President, Utilities & Energy

Page 3: Salesforce for utilities powering a consistent customer experience

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if

any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-

looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of

product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of

management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments

and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our

service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of

growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and

any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain,

and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling

non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the

financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form

10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the

Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may

not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently

available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Safe Harbor

Page 4: Salesforce for utilities powering a consistent customer experience

Customer Service in Utility CompaniesThe Daily Telegraph – 18th May 2015

Page 5: Salesforce for utilities powering a consistent customer experience

Innovation is the KeyUtility Week – May 2015

Page 6: Salesforce for utilities powering a consistent customer experience

Innovation is in our DNA

Page 7: Salesforce for utilities powering a consistent customer experience

The Future is a Customer Success Platform

Systems of Record

Customer Success Platform

Page 8: Salesforce for utilities powering a consistent customer experience

Peter BinghamTransitional Capacity Arrangements Manager

Page 9: Salesforce for utilities powering a consistent customer experience

Keeping the lights on with Salesforce

Page 10: Salesforce for utilities powering a consistent customer experience

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

Page 11: Salesforce for utilities powering a consistent customer experience

Media Headlines

11

Page 12: Salesforce for utilities powering a consistent customer experience

BBC Video Clip

Page 13: Salesforce for utilities powering a consistent customer experience

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

Page 14: Salesforce for utilities powering a consistent customer experience

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

Page 15: Salesforce for utilities powering a consistent customer experience

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

Page 16: Salesforce for utilities powering a consistent customer experience

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

Page 17: Salesforce for utilities powering a consistent customer experience

Peter BinghamTransitional Capacity Arrangements Manager

Page 18: Salesforce for utilities powering a consistent customer experience

The Future is a Customer Success Platform

Systems of Record

Customer Success Platform

Page 19: Salesforce for utilities powering a consistent customer experience

David BowringHead of Technology

British Gas Home Installations

Page 20: Salesforce for utilities powering a consistent customer experience

“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…

Page 21: Salesforce for utilities powering a consistent customer experience

“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…

Page 22: Salesforce for utilities powering a consistent customer experience

“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…

Page 23: Salesforce for utilities powering a consistent customer experience

.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

Page 24: Salesforce for utilities powering a consistent customer experience

Our field teams are well equipped.... Demo...

Page 25: Salesforce for utilities powering a consistent customer experience

David BowringHead of Technology

British Gas Home Installations

Page 26: Salesforce for utilities powering a consistent customer experience

Thank you, London!

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