Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for energy & utilities firms.
Connected asset and customer view
Integration between asset or GIS systems and Salesforce so service history, equipment and account finally resolve in one place.
Intelligent field service
Salesforce Field Service with skills-based scheduling, real-time crew visibility, mobile work orders and parts availability built into dispatch.
Program and rebate administration
Structured enrollment, eligibility, approval and payment workflow, with the audit trail generated as a by-product rather than assembled later.
Commercial and industrial sales platform
Pipeline, stakeholder mapping and contract workflow shaped around long-cycle C&I sales rather than transactional stages.
Outage and service communication
Proactive customer communication tied to the actual work order and asset, so what the customer is told matches what the crew is doing.
Contractor management
Experience Cloud for contractor scheduling, certification tracking, safety documentation and work verification.
Common Challenges
What we see in energy & utilities.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Asset data and customer data never meet
The GIS or asset system knows the equipment, the CRM knows the account, and no single view connects them, so nobody can answer what a given customer's service history actually is.
Field work is scheduled against yesterday's picture
Dispatch runs on assumptions about crew location, skill and parts that were true this morning. The cost shows up as repeat truck rolls.
Program and rebate administration is manual
Efficiency programs, rebates and incentives run in spreadsheets, which caps how many can be offered and makes every audit painful.
Commercial and industrial sales run on relationships alone
Large-account energy sales involve long cycles, many stakeholders and contract complexity that generic pipeline stages do not describe.
Regulatory evidence is assembled after the fact
Compliance reporting means somebody reconstructing a year of activity out of several systems. It is slow, and it is fragile.
Contractor networks sit outside the system
Much of the work is done by contractors whose scheduling, certification and safety records live somewhere the utility cannot see in real time.
Regulatory & Compliance Matters
What we navigate in energy & utilities.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
NERC CIP
Critical infrastructure protection controls, access evidence and the change records auditors ask for.
FERC Reporting
Transaction and market-participation records supporting federal energy regulatory filings.
PHMSA (Pipeline Safety)
Operator qualification records, inspection evidence and integrity management documentation.
EPA Clean Air Act
Emissions monitoring records, permit conditions and reporting evidence.
State PUC Reporting
Service quality metrics, outage statistics and the program performance data commissions require.
OSHA 1910 (General Industry)
Lockout/tagout, confined space and arc-flash training and incident records.
Signature Service Categories
The major energy & utilities practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Field Service & Dispatch
Skills-based scheduling, mobile work orders and real-time crew visibility.
Asset & Operational Data
GIS, asset and telemetry integration into the customer and service record.
Customer Programs
Efficiency programs, rebates and incentive administration with a built-in audit trail.
Commercial & Industrial Sales
Long-cycle pipeline, stakeholder mapping and contract workflow.
Contractor & Safety Management
Portals, certification tracking and safety documentation for external crews.
Other Platforms
The technology stack we typically deploy here.
Salesforce Energy & Utilities Cloud
Salesforce Field Service
Experience Cloud contractor portals
Esri GIS integration
CIS and billing integration
Data Cloud for asset 360
MuleSoft for SCADA and telemetry
Tableau for operational reporting
DocuSign for service agreements
Agentforce for service deflection
Integration Ecosystem
The platforms we connect to in energy & utilities.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Esri ArcGIS
Oracle Utilities
SAP IS-U
Itron
Sensus
OSIsoft PI
IBM Maximo
SAP PM
NetSuite
Workday
MuleSoft
Tableau
DocuSign
Snowflake
How Clients Engage Us
Ways to work with us on energy & utilities initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Assessment across field operations, asset data and customer programs.
Fixed-Scope Implementation
Defined builds for field service, program administration or asset integration.
Managed Services
Ongoing administration for utilities and energy services businesses.
Fractional Technology Leadership
Senior technology leadership for growing energy services firms.
Outcomes We Deliver
The metrics we actually move for energy & utilities clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Repeat truck rolls
Reduced
First-time fix rate
Increased
Program enrollment processing time
Reduced
Contractor certification lapses
Reduced
Regulatory report preparation time
Reduced
Commercial deal cycle visibility
Improved
Signature Frameworks
Proprietary methodologies for energy & utilities work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Asset-to-Account Bridge
A reference architecture for resolving asset, GIS and billing records against a single customer account.
Dispatch Reality Model
Our approach to scheduling against live crew skill, location and parts data rather than a static territory map.
Program Audit Trail
A pattern where regulatory and program evidence is produced by the workflow instead of reconstructed for the audit.
Contractor Operating System
A framework for onboarding, certifying, scheduling and verifying work done by external crews.
Featured Insight
Insight & analysis from our energy & utilities team.
Consultant-level analysis from the consultants delivering the work.
Revenue Operations
Our Capabilities
How we help energy & utilities clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move energy & utilities forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
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