AI-first CRM built for New Energy Enterprises
C3 AI CRM for New Energy is the only AI-first CRM built for downstream, midstream, and upstream energy companies. Delivering industry- specific AI-driven workflows for energy enterprises, C3 AI CRM includes the comprehensive sales, marketing, and customer experience capabilities of Microsoft Dynamics 365 and Adobe Experience Cloud. Using C3 AI CRM, energy professionals improve customer-facing operations by growing revenue, improving customer and supplier service and relationships, and optimizing demand and supply planning. C3 AI CRM enables enterprises to produce, process, and deliver energy to customers in a profitable, safe, reliable, and sustainable way.
AI CRM for the Digital Age
Traditional CRM applications are systems-of-record with analytic capabilities constrained by limited and often outdated data. C3 AI CRM unifies data from a broad set of enterprise and extraprise sources to create powerful new predictive insights that power energy solutions.
Forecasts of future revenue are often limited, as the data in the CRM are biased, based on anecdotal evidence, frequently inaccurate, and therefore of limited utility in making data-driven sales, financial planning, and operational decisions.
C3 AI CRM expands the data inputs beyond traditional CRM data to all enterprise data (e.g., all interactions, supply chain) and extraprise data (e.g., economic data, social, news, firmographic). It applies AI to analyze unstructured data such as news for sentiment, accurately determining probability of closure, forecasting expected revenues, identifying areas of risk and opportunities, explaining underlying evidence on the predictions, and recommending next steps and offers to improve the forecast. C3 AI CRM streamlines the revenue forecasting experience with an AI-first workflow, starting with an accurate forecast and immediately telling the user where they need to focus, why, and what they can do about it.
With C3 AI CRM, sales leaders can better set and meet sales targets, prioritize activities to mitigate risks and realize new opportunities, and empower their sales teams with relevant information and insights in order to increase win rates; sales representatives can prioritize their time on the highest value opportunities armed with actionable insight; and business leaders have realistic, more accurate revenue forecasts that they can use for planning operations and cash flow.
Customer managers do not have the information and insight to proactively manage churn and instead react to signals (e.g., surprise RFP released, reduction in services contracted) that only occur when it is too late to retain the customer.
C3 AI CRM looks at all customer data beyond the CRM system including additional enterprise data (e.g., logistics, production, refinery, maintenance logs) and extraprise data (e.g., commodities, financial markets, news, regulatory), and it applies AI to understand customer sentiment, determine risk of churn weeks ahead of time, explain drivers of the risk, and recommend actions to retain the customer. C3 AI CRM streamlines churn management with an AI-driven workflow, starting with the revenue at risk due to churn, identifying the most critical customers to focus on and why, and explaining what can be done to save the business.
With C3 AI CRM, enterprises can prevent customer attrition and protect revenue, increase customer lifetime value, and improve customer satisfaction.
Customer Churn Management
Next Best Offer
Energy companies continuously expand their product offering as they look to evolve into clean and reliable new energy providers. However, sales staff do not have enough information and insight in their CRM system to accurately assess which customer is likely to purchase what additional product or service. As a result, they are often limited to waiting for their customer to place orders instead of proactively targeting them.
C3 AI CRM applies AI to integrated data from all available enterprise and extraprise systems — and not just what is in the CRM system — to analyze past customer buying behavior, interaction sentiment, customer characteristics (e.g., firmographic, business performance), and market trends (e.g., commodity prices) in order to predict an end customer’s propensity to buy a product, provide evidence on what drives that propensity, and recommend what should be offered to that customer. C3 AI CRM streamlines cross/up sell and lead prospecting with AI-first workflows, starting with the total AI-calculated revenue potential, the top opportunities that the user should focus on and why, and what to do to win the opportunity.
With C3 AI CRM, energy providers identify the top new energy product and services to offer to their customers, maximize customer lifetime value, increase product sales and revenues, improve sales productivity, and improve customer satisfaction.
Energy companies need to continually forecast demand and plan production capacity accordingly; however, due to manual processes and limited data inputs, by the time the data and analysis are available, only high-cost energy can be procured or produced to meet demand.
C3 AI CRM seamlessly integrates market data, retail forecasting capabilities, sales forecasting, and other AI functionalities to provide an accessible overview of the company’s supply, demand, and outlook. C3 AI CRM predicts demand at all nodes and helps optimize supply delivery and infrastructure expansion.
C3 AI CRM improves user visibility into company demand, resource levels and availability, thereby increasing productivity and efficiency, maximizing available capacity, and increasing utilization rates and revenue.
Customers have increasingly higher expectations of excellent customer service from vendors. Increasingly the differentiator is in anticipating customer needs and addressing them proactively – a capability that is hard to do at scale.
C3 AI CRM helps energy companies use predictive insights to anticipate customer behavior and need at every step of their experience journey. AI-driven workflows enable a unique customer experience such as identifying a customer as their vehicle pulls into a plant or a gas station and preventing equipment failures before they disrupt customer operations.
With C3 AI CRM, energy companies elevate customer service, gain loyal customers, and maximize customer lifetime value.
Downstream energy companies struggle to price and re-price their products due to frequently changing, hard-to-track factors: industry supply, market conditions, customer demand, and raw component costs. The lack of tools that can integrate process and optimize pricing leaves revenue on the table.
C3 AI CRM uses AI and integrates all data sources to generate well-founded quotes based on required margin, pricing history, competitor pricing, customers’ willingness to pay, and deal size, and it places the quote within the context of an accepted price range to assist negotiations.
Using C3 AI CRM, sales rep productivity increases and win rates improve, pricing decisions are transparent and easy to contextualize, and companies maximize revenue and customer lifetime value.
Price Optimization & Quote Generation
Use AI to prioritize the highest quality leads by examining internal and external data (e.g., news, social, weather) to determine propensity to buy and the right sales strategies to convert the lead into a customer.
Compliance & Regulatory Management
Leverage integrated data and automated workflows to support regulatory compliance with AI-driven insights to catch errors, identify red flags, and remind users of the next steps to minimize non-compliance costs.
Billing & Cost Management
Streamline billing and cost control processes with AI-driven insights to forecast project costs and customer bills, identify anomalous patterns, and proactively mitigate billing errors and project cost overruns.
Monitor ongoing project and equipment performance using telemetry and work order data with AI to identify maintenance needs and new sales opportunities for replacement products, expansion opportunities, and support services.
Fuel Station Management
Monitor fuel station portfolio performance and predict consumer demand growth to determine expansion areas, station design (e.g., car wash, grocery, restaurant), and franchise incentives to maximize profitable station footprint.
Leverage AI-driven insights from the integrated data across the energy value chain to quantify a company’s carbon footprint across all operations.