STASHEM
Customer-centric Energy transformation with Stashem + Salesforce
The energy sector is undergoing a seismic shift—toward decentralized generation, digitized operations, and customer-controlled experiences.
Whether you're delivering traditional utilities, scaling solar, or launching energy-as-a-service offerings, the expectations for real-time engagement, transparency, and sustainability are rising fast.
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At Stashem, we help energy providers, clean tech companies, and solar operators reimagine how they interact with customers, partners, and regulators—leveraging Salesforce to unify systems, streamline operations, and activate AI-powered engagement.
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From automated onboarding and contract management to self-service portals and real-time usage analytics, we help energy companies modernize their digital experience with platforms designed to scale.
Efficient. Sustainable. Scalable.
🔹 Streamline Customer Onboarding
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Digitize account opening and solar installation journeys with Salesforce Experience Cloud. Deliver guided workflows for property qualification, plan selection, agreement e-signature, and installation scheduling—all mobile-friendly and self-service.
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🔹 Enable Smart Customer Service
Use Salesforce Service Cloud to route cases, automate billing queries, and escalate support across channels like email, WhatsApp, chat, and phone. Equip agents with full customer history and product usage insights for fast resolution.
🔹 Active Proactive Engagement
Integrate meter data and usage analytics into Salesforce Data Cloud to trigger personalized messages—like billing anomalies, energy-saving recommendations, or tariff options based on behavior and seasonality.
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🔹 Empower Field & Installation Teams
Deploy mobile-ready field service apps to manage solar installations, site visits, grid maintenance, and outage resolution. Schedule jobs, track part availability, and provide on-site reps with case history and asset data.
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🔹 Build Transparent Customer Portals
Offer customers a unified digital experience through Experience Cloud portals—where they can track usage, monitor solar performance, manage payments, and receive updates about grid activity or maintenance events.
Customer Onboarding
Guided journeys for new energy accounts, solar assessments, contract signing, and install coordination
Field Service & Installation
Technician scheduling, GPS tracking, asset management, part availability, service resolution
Billing & Case Management
Automated case routing, tiered escalation, smart FAQs, multi-channel service support
Customer Engagement
Usage insights, anomaly detection, behavior-triggered messaging via email/SMS/WhatsApp
Self-Service Portals
Usage tracking, solar panel performance dashboards, billing history, outage notifications
AI & Data Integration
Salesforce Data Cloud + MuleSoft integration for IoT feeds, CRM, and legacy billing platforms
Powered by Stashem Accelerateâ„¢
With Stashem Accelerate™, our delivery teams use prebuilt templates, AI-powered assistants, and energy-specific assets to reduce implementation time and scale fast.
Our accelerators include:
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Solar Installation Journey Kit for Experience Cloud
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Billing Case Routing Logic for Service Cloud automation
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Usage Insight Dashboards built on Tableau + Data Cloud
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Field Technician Mobile Templates aligned to FSL best practices
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Net Metering + Tariff Option Frameworks via MuleSoft integrations
Through Stashem Sprint Lab™, we work with utilities and clean energy clients to co-design customer journeys that are digital-first, AI-ready, and built to scale with evolving energy models.
Customer Success
🔹 Solar Onboarding Automation
A national solar provider partnered with Stashem to digitize the account creation, site assessment, and installation process—reducing customer onboarding time by 40% and increasing lead conversion by 2.8x.
🔹 Smart Energy Engagement
A clean energy startup used Salesforce Marketing Cloud and Data Cloud to trigger energy-saving nudges and behavior-driven messages—achieving a 60% increase in customer satisfaction and reduced churn by 22%.
🔹Field Service Optimization
A regional utility deployed Salesforce Field Service to automate scheduling, outage response, and grid inspection—cutting resolution time by 35% and improving technician productivity.