CRM for energy suppliers

In order to be able to identify the market's needs early enough, energy suppliers must act strategically. Instant access to all information is essential for identifying and fulfilling customer needs.

Your CRM software requirements

  • Increasing customer satisfaction to ensure long-term customer retention and loyalty.
  • Centrally stored data for efficient enquiry processing.
  • Transparent customer data for excellent customer service.

The benefits

With centrally stored data, you can structure how you display customer data, technical information or invoice data. Data from finance or purchasing can be integrated into the CRM software effortlessly.

With trouble-free data migration, we have a major advantage over our competitors. In addition, the CRM system also serves as an inter-departmental data store. Company knowledge gains in transparency and can be communicated internally in a matter of seconds over the intranet.

Energy and utility providers can maintain their flexibility thus saving time. Any data from third party add-ons, for example, ERP systems can be easily integrated into the CRM system via interfaces. This saves double data handling.

CAS genesisWorld is tailored to meet the specific requirements of your sector. This flexible CRM solution helps you manage customer information throughout your company.

Go to the CAS genesisWorld Web page

Features at a glance

  • Dashboard/navigator
    Boot up your computer in the morning and view all your to-dos instantly in the customizable dashboard. You can customize your own home page to display today's tasks, appointments, and so on, and create customized navigators that filter and display data records by specific criteria. Information is clearly displayed which increases transparency.
  • Customer dossier
    Knowledge brings the customer closer to you – customer knowledge is essential for providing customers with professional care and support. The customer dossier is a central source of information on each customer and can be accessed by all employees. The dossier contains contact details, information on the customer's technical environment, meter readings, account status, bills, and so on.
  • Opportunities
    The smart "Opportunities" feature lets you keep a constant eye on potential customers and manage your leads: from initial contact to the closure of sale. The automatic notification and action service, for example, reminds you about upcoming birthdays and notifies when an appointment is rescheduled. You can also generate forecasts and reports.
  • Managing documents
    The CRM solution lets you create and manage different types of documents (Microsoft Word, Microsoft Excel, PDF, e-mails, graphic files, etc.) and create templates. Documents such as sales meeting minutes are no longer saved locally on different computers. This means employees always have access to current documents, which are centrally maintained. The search and filter functions can be used to filter and find keywords in documents; for example, subject or the date a document was created.
  • Phone calls
    The smart "caller ID" feature enables you to see who is calling before you even pick up the phone. Calls are automatically logged and linked with the address. Phone numbers that have not been registered in your system can be cross-referenced with an external address service provider. Once you have found the right address, you can then store it as a data record. With a click of your mouse, you can also dial the customer's number directly from the customer's dossier.
  • Marketing campaigns
    Implementing marketing campaigns has never been easier. Sophisticated search criteria enable you to clearly define your target groups. Customer responses are recorded, leads are forwarded directly to the sales department and sales figures are saved. The analysis feature lets you instantly see how effective a campaign was and where it needs to be improved.

Interested? Contact us.

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