Customer Relationship Management (CRM) is designed for keeping the energy industry in mind. Being in a retail market means generally businesses in the energy industry have a blend of regulated and non-regulated products and services. The key aspect of success is customer retention.

The only way for energy contractors to win the trust and loyalty of their customers and suppliers is to excel at providing unique service. The CRM Software has been specially designed to meet these requirements, providing support to your sales and service teams by enabling them to create tailor-made offers and complete time-consuming administration tasks with ease. When using Energy Management CRM Software you can be sure that your customer needs are in good hands, decisions can be made quickly and with confidence and you can follow-up on your customers’ wishes. The result: satisfied clients, happy employees, and suppliers and, of course, more company growth.

CRM allows you to better advise your customers and sales partners effectively

CRM Software has been specially designed to meet the requirements of energy companies. The software helps employees have access to the latest customer data, technical information and invoicing data. Certain key data such as financial and sales records can also be incorporated seamlessly into the CRM software. With just a single click you can prepare for customer appointments by generating an overview of customer turnover or printing your customer’s contact history. And the appointment follow-ups have been made even easier: you can set up accurate contracts and offers quickly and then send them to customers. Payments are also made easier as customers can pay online through ACH, Credit or debit cards or online payment such as PayPal directly from the invoice with just a tap on their device. With the help of CRM Software, you can save valuable time and can relieve your employees of unnecessary extra work, leaving more time for the essential tasks.

Three important feature that CRM Software for energy management provides:

Sales and Inventory Management:

With the use of this sales, tool customers tend to return to the same business. The Energy Management CRM Software corrects the inventory and keeps control at the customer’s location. With its increased sales and growth plans, customers are targeted. Databases are kept managing demand and supply effectively. Controlling the service offered to customers helps identify the latest trends and opportunities.

Marketing

Workflow architecture keeps track of marketing professionals. Drawing the historical data captures the customers with the suppliers. Promotions and packages creation helps to improve market opportunities. Campaigns and time response with data on performance and sales are automatically monitored.

Customer Service

Commodity and inventory both focused on purchasing choice with reputed valuable customers. Meeting the customer demand with the quality improvements by forecasting and shopping preferences gives detailed customer information analysis. With the customer service portal, the visibility of various activities is improved.

CRM for the energy industry is the solution that allows energy management professionals to collaborate socially and professionally with their existing and prospective customers, partners, vendors, suppliers, and distributors while increasing revenue.