An integrated CRM on Energy Services Platform
A 360-degree view of your customers
Operating at the heart of the organisation, it provides functionality for:
Site information management
Role-based contact management. This innovative solution allows contacts stored in the CRM to be allocated to multiple sites with different roles. This includes site-specific preference management for effective and compliant communications management – the ideal solution for customers with a portfolio.
Lead management that allows for auto-creation of leads into the CRM for follow up from both the online and offline journeys
Target list creations based on filtered segmentation for more personalised communications
Integration with MailChimp for marketing automation*
Quote builder for Energy Services customers including PDF creation
Workflow creation to manage structured business processes
Case management for enhanced support service
Real-time operational reporting
GDPR compliance for data storage and management, including a full audit history of data changes by user and date/time.
Data privacy management module to record all requests and follow up
Visual dashboard for operational management and decision support
The Customer Relationship Management (CRM) platform provides you with a 360-degree view of your customers and can be tailored further to meet your specific business needs. It comes with support enabled for both the offline agent-led journey and the online customer-led journey.
* The SugarCRM to MailChimp integration requires the SugarChimp plugin which is an additional licence cost and acquired/supported through sugaroutfitters.com
Explore the other Energy Services Platform modules
All five modules can be implemented together as a single platform that sets new entrants up for success and integrates seamlessly with several billing systems keeping costs and time hassles to a minimum.
Digital sign-up journey
The digital journey allows customers to begin their switching journey online quickly with minimal data capture required from customers before their acceptance to continue with the switch.
Non-digital sign-up journey
The easy-to-use, highly customisable web-based interface supports end-to-end switching for both domestic gas and electric supply through a series of agent screens that are quick to configure and industry compliant.
A customer portal
Operating as a browser-based web service, they can view and download both recent and historical bills, make online payments, submit meter readings, update account and direct debit banking details and more.
A website framework
A simple-to-use CMS with all the building blocks required to create a powerful customer website, the framework has a custom quote module that uses EnergyLinx API to deliver quotes and identify meter types.