Uplight Business Customer Solutions for Salesforce

Empower your customer-facing teams with embedded intelligence & analytics.

Account Management/Sales: Reach goals faster with fewer resources

• Lead Generation: Dynamically identify the highest value targets based on saving potential & offer
• Customer Qualification: Accelerate prospecting effectiveness with access to key customer energy insights before you engage
• Personalized Collateral: Generate dynamic energy assessment PDF reports for in-person meetings with customers & prospects

Customer Service: Provide better service at lower cost

• High Bill Complaints: Respond to bill shock with consultative guidance on ways to save
• Next Best Actions: Turn inbound calls into cross-sell opportunities with personalized recommendations
• Energy Savings Inquiry: Equip CSRs with insights to advise customers on smarter energy management
• Energy Data Download: Easily manage energy data requests with dynamic access to usage & cost data

Marketing: Reach the right customer with the right offer

• Intelligent Targeting: Utilize energy data profiling & customer behavior to find the right campaign targets
• Campaign Integration: Add customers to bespoke campaigns to automate marketing