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CRM4Utilities

Based on our long experience in the utilities business with CRM4Utilities we provide water, energy and real estate companies with the additional customer information tools to successfully manage their day-to-day sales, marketing and customer care processes. Using generic and platform independent components, that are reusable to a degree of up to 90%, CRM4Utilities allows highly efficient business application integration management of the customer information system with the Back Office systems to seamlessly streamline cross-application processes.

On top of a generic customer information system tool we provide energy providers with additional functionalities:

Energy Opportunity Management

• Opportunity management workflow

• Automated approval process for quotations based on volumes

• Energy products

• Prices

• Forecasting

• Automated quotation generation

• Various utility specific fields

• Automated workflow-based generation of quotation number
   

Energy Contract Management

• Contract management workflow

• Contract versions with subset information cloning

• Energy types

• Tariff structures

• EAN numbers

• Single Site, Multi Site, Clusters

• Special contracts

• Automated contract generation

• Contract notes

• Contract communications

• Contract library

• Multiple deliveries per contract

• Multiple locations/EAN codes per delivery per contract

• Deletion management for registered EAN codes on contract level (automated deletion of locations)

Customer Information

• Size

• Volume potential

• Sites/Locations

• Customer relationships

• Various utility specific fields

Locations

• Multiple locations per company

• Address

• Technical device details

• EAN Codes

• Device description

• Contacts

• Deletion management for registered locations

• Automated deletion of locations from contract management

Integration

• Component-based integration to Back Office systems.
  

Others

• Respond quickly to demand in emerging and niche markets.

• Administration of banking details

• Administration of individual tariff structures

• Reports