1 About This Guide
If you're looking for information about how your key account managers can perform day-to-day tasks in your CX for Utilities applications, then this guide is for you. The information is primarily aimed at employees and managers who are responsible for sales and service tasks associated with key accounts at a utility company.
This guide describes how to:
- Access CX for Utilities Sales
- Use the Business List to:
- Search for key accounts
- Access primary contact information
- Create a new account
- Manage account records
- Access Account 360
- Use Account 360 to:
- View and manage billing account contacts
- Manage outage data
- View the account hierarchy
- View premise and service details
- Perform and manage needs analysis
- View account insights, and activities
- View billing information
- View usage information
- View service requests
- View and manage leads and opportunities
- View account hierarchy data
- Export data
- View premise and service details
- Perform a needs analysis
- View utility data in Redwood Sales
CX for Utilities Sales requires integration with one or more of the following systems:
- Oracle Sales
- Oracle Service
- Oracle Utilities Customer Cloud Service or Oracle Utilities Customer to Meter
Additionally, several features discussed in this guide are shared between CX for Utilities Sales and CX for Utilities Agent Service.
Also in this section: