Sales Automation CRM for the Utility & Telecom Industries
This is a web-based, flexible, and high scalable Client Resource Management system with energy market specific. This system helps with managing SCS clients - natural gas and electricity consumers. The system maintains all required information about customer Service Addresses, Accounts, and Meters (from customer Incumbent LDC or EDC), and full historical data by each commodity meter. This system was designed for SCS Agents. They could work with their client database form any location by Internet.
Core functions
Add, Edit, and Remove Client
Advanced searching by Clients
Clients List with sorting by all column and advanced paging
Service Type, Service Address and Billing information management for each client
Store unlimited accounts and meters for each Service Address.
Contract Status Management for each service
Contact Management
Agency Tree Management
Agent Tree Management
Client’s Relation to Agent Tree and to Agency Tree management