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COVID-19 Energy Assistance Case Management

By CGI

Simplify utility financial assistance program access for your customers

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Free  

Never requires payment

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Our energy assistance case management Bolt simplifies the process for customers to apply with agencies for local utility financial assistance and maintain their utility service connection in light of impacts from the COVID-19 pandemic.

Compatibility

Salesforce Editions
Enterprise
Unlimited

App Details

Version
CGI Utility Energy Assistance Case Management/Spring 2020 1.0.0
Listed On
10/01/2020
Latest Release
04/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/01/2020

Additional Details

Customer service representatives often face a daunting task in managing customer requests for energy assistance during times of need. The energy assistance case management solution leverages Salesforce Customer Community Self-Service for utility customers to learn more about financial assistance options. Cases created are managed by a customer service agent and passed through customized approval workflows, based on the specific customer needs and programs available. Utility customers can find financial assistance opportunities and answers quickly through the simple interface and application process offered in the energy assistance case management tool. This solution provides utility customers with a one-stop process for all available programs. Utilities get real-time visibility into the volume of assistance program requests and have insight into how demand is shifting or changing. Customer requests are brought into focus, allowing utilities to understand the level of debt and plan what can be recovered from assistance programs and rate case increases. This insight is crucial to understanding the impact of COVID-19 on utility customers and operations.

Need help?

CGI

Montreal, Canada

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