Identify your most valuable customers
Nurture client relationships and maximize their value with integrated sales and marketing campaigns in a CRM software for utility retail.
KEY CHARACTERISTICS
Configurable layout
Customizable design
Suitable for multiple home services
User-friendly UI
Integration with
other systems
Features
Reconnect with your clients
Know your customers and keep good track record their contact information with a well-organized workspace. For your convenience and to fit different hierarchical levels and responsibilities the CRM dashboard can be configured with role-based views. Use notifications and alerts to remind you of scheduled appointments.
- Specialized for utilities and telecom businesses
- Build-in calendar and reminders
- Data and documents storage capabilities
Features
Automated sales process and messaging
Generate customized reports and analysis on sales performance to help you manage your sales team productively, increase customer engagement and convert opportunities into loyal clients. Stimulate better targeting with segmented lists and personalized messages using the built-in marketing templates creator.
- Sales and customer activities automation
- Quotes management
- Marketing campaigns
Align your business to customers and new opportunities
Target and win qualified leads with one powerful sales and marketing solution. Promote personalized offerings and excellent customer services to your clients using Methodia’s CRM module for energy retailers, utilities and telecoms. Our industry know-how, technologies and 10+ years of specialized market experience will help enhance any utility’s customer support.
OUR OFFERING
Create long-lasting client relationships
Differentiate your utility business and tariffs using our constantly evolving Customer Relationship Management module and its extensive features. It’s designed to help you acquire new clients and promote cross-selling and upselling opportunities to existing ones. Focus your energy retail efforts on winning market share, tracking your sales results, increasing revenues and driving brand loyalty with sales automation solution for utilities and engaging marketing campaigns.
See other suitable products to help you expand your business in utilities:
Frequently Asked Questions
Does the utility CRM integrate with existing systems?
Yes, our Customer Relationship Management (CRM) software seamlessly integrates with billing, meter reading, and self-service modules, ensuring data synchronization and consistency across the utility infrastructure.
What specific functionalities does the CRM software offer for utilities?
The CRM software provides a comprehensive suite of functionalities tailored for utility customer management. These include customer profiling, task and account management, meter readings, communication tracking, and detailed interaction history.
What security protocols safeguard sensitive customer data?
Our CRM employs robust security protocols, including encryption, access controls, and regular security updates, ensuring the protection of sensitive customer data from unauthorized access or breaches.
What information is stored to meet the needs of utility companies?
The CRM system securely stores account information – energy contracts, meter measurements, billing invoice history, and personal details such as addresses and meter points. This data can be configured to automate follow-up procedures and personalized communications, ultimately contributing to enhanced customer retention.
FULL-MANAGED SERVICES
Our cutting-edge utility products come with years of industry expertise
With strong industry credentials and the diversity of customers we’ve had over the years, we leverage our know-how, hands-on experience, and solutions to provide significant value for your business.
- Match your budget & infrastructure needs
- Full automation of order-to-cash business processes
- Consultancy, Training & Localization needed for your success
