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Salesforce for Retail Power

We help retail power teams competing in fast markets who need smoother onboarding, better service, and proactive retention.

Enrollment flows are clunky and data is fragmented across CIS, billing, usage, and CRM. Support teams can't see the full customer context, so resolution is slow. In deregulated markets, experience and trust win, systems should help you earn it.

You're managing high volume, high competition, and complex rules. Counter Code implements Salesforce + integration + analytics to unify customer operations and retention.

We start by simplifying enrollment and data capture. From there we unify service operations with a full customer view, then build churn reduction workflows and analytics.

WHAT WE BUILD

Solutions We Build

Salesforce capabilities tailored for retail power.

SOLUTION 1

Guided Enrollment (Salesforce Flows + Experience Cloud)

Clean data capture; validations; required compliance steps.

SOLUTION 2

Service Operations (Service Cloud)

Case management, omnichannel routing, knowledge, escalations.

SOLUTION 3

Integration (MuleSoft)

Connect CIS/billing, usage data, payment systems; sync enrollment and account status.

SOLUTION 4

Data Unification (Data Cloud)

Unify interactions + usage + billing signals into a single profile.

SOLUTION 5

Retention Engine (CRM Analytics/Tableau + Automation)

Churn risk scoring, renewal campaigns, segment-driven outreach.

SOLUTION 6

AI (Einstein)

Classify service requests; summarize history; suggest retention actions.

From the blog

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Reporting Margin Across Refining Operations

Why refining margin is hard to report in Salesforce, and how to make it trustworthy.

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AI-Assisted Customer Ops for Retail Power

Where AI genuinely helps retail power customer operations, and where it quietly backfires.

Jul 17, 2026·8 min read
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A Salesforce Data Model for Midstream Contracts and Volumes

How to structure contracts, volumes, and locations so reporting actually works.

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Dispatch and Order Automation for Fuels Distribution

Streamlining orders, dispatch, and delivery in Salesforce without over-engineering it.

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Integrating ERP and Field Systems in Oilfield Services

A practical approach to connecting Salesforce, ERP, and field data without chaos.

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Keeping an Industrial Manufacturer's Org Healthy After Go-Live

What it takes to keep a Salesforce org stable, clean, and useful after launch.

Jul 17, 2026·7 min read

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