A sector undergoing transformation
The energy sector is experiencing a revolution marked by digitalization, sustainability, and regulatory compliance. Electricity and gas suppliers, self-consumption operators, electric mobility companies, and smart grid managers need solutions / products / services that allow them to:
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Attract and retain customers in highly competitive environments.
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Automate contracting, customer service, and billing processes.
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Comply with GDPR, eIDAS, NIS 2, and Consumer and User Protection regulations.
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Guarantee the traceability and legal validity of each digital interaction.
Salesforce: Digital contracting hub
Salesforce is the world’s leading platform in CRM, process automation, artificial intelligence, and data analysis, enabling energy companies to:
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Manage the complete customer cycle: acquisition, contracting, customer service, loyalty.
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Automate workflows: from the supply request to the renewal of contracts.
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Integrate digital channels: email, SMS, WhatsApp, web forms, mobile apps.
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Analyze data in real time: consumption, behavior, satisfaction, risk.
All of this is done on a scalable, secure, and customizable platform that adapts to the specific needs of each energy company.
CertySign: the legal layer that transforms digital contracting
What really differentiates Unified Comms is its connector product Salesforce CertySign for the automation of communications with legal value, integrated with Salesforce, which allows sending certified digital contracts, obtaining informed consents, registering electronic evidence, and archiving documents in accordance with current regulations.
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Salesforce Digital Interaction |
CertySign Included Capabilities |
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Automate sending contracts from Salesforce (SMS, RCS, Whatsapp, email) |
Dynamic personalization of clauses, rates, and conditions with legal validity |
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Request and record the customer’s informed consent |
Acceptance of conditions, privacy policy according to GDPR compliance |
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Generate electronic evidence of the entire process |
Date, time, IP, device, geolocation, and exact content |
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Archive documents in a legally valid format |
Time stamp and qualified electronic signature if required |
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Digital Custody of Evidence |
Accessible from Salesforce |
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Comply with eIDAS, GDPR, and NIS 2 |
Traceability and auditability of each step |
Data Intelligence for Strategic Decisions
In addition to automating and certifying interactions with customers, energy companies can monetize their data with tools such as Agentforce IA, Data Cloud and Tableau, making it possible to:
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Analyze consumption patterns and behavior.
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Detect cross-selling or upselling opportunities.
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Predict risks of non-payment or abandonment.
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Measure the impact of campaigns and communications.
All of this is done without moving the data, thanks to Salesforce’s native architecture, which guarantees security, efficiency, and compliance.
Tangible Benefits for Energy Suppliers
The use of Salesforce as a digital contracting hub together with CertySign has tangible benefits for energy suppliers:
🕒 Reduced Activation Time
By automating the sending, signing, and validation of contracts, the time from customer acquisition to supply activation is drastically reduced. This allows the supplier to improve its operational efficiency and accelerate revenue generation.
🌟 Improved Customer Experience
The customer receives a clear, personalized, and easy-to-sign contract from any device, without the need to print, scan, or send physical documents. The experience is fluid, modern, and reliable, which improves brand perception and reduces churn.
🥇 Legal Certainty and Regulatory Compliance
Each step of the process is recorded with certified electronic evidence, which protects the supplier against possible claims, inspections, or audits. In addition, compliance with European and national regulations on data protection, digital identity, and electronic contracting is guaranteed.
📊 Scalability and Traceability
The solution is scalable to manage thousands of daily contracts, with complete traceability from Salesforce. Sales, legal, and customer service teams can access information in real time, facilitating the management and resolution of incidents.
In summary, Unified Comms, as a Salesforce Consulting Partner and specialist in omnichannel customer communications with probative legal value from Salesforce, supports energy suppliers by offering solutions that combine technology, regulations, and sector experience.
