A utilities energy CRM by Projecto gives companies an impeccable way to manage a complex web of sales, account and service components. Customize Projecto's project management workflows to track every step of your customer’s journey from utility permitting, planning, service installation, and repair orders.
Energy & utility companies depend on team collaborations in order to guarantee consistency across every customer touchpoint. Projecto's cloud-based solution mounts communication bridges across various teams so everyone has a 360-degree view of the customer.
Utilities energy industry includes a broad category of fields such as work order, projects, customers, finances, inventory etc. With Projecto's integrated suite of business apps, you can manage everything from one place.
Customer relationship management
A utilities energy CRM gives companies the opportunity to organize vast quantities of data central to customer contact management in one place, accessible by all departments. Projecto connects with GSuite, Office 365, Dropbox and more so you can track everything from customers' first contact to contract renewals.
Managing customers from one place
Since Energy industries sell a combination of regulated and nonregulated products and services, it is almost close to the Retail industry that has to deal with a large number of customers on a daily basis. Organizing and reusing the data is almost next to impossible without any software or tool.
With that in mind, the Projecto CRM gives companies the opportunity to organize vast customer data in a central hub and is accessible by all departments. You can store customers' personal and work info, emails, payments, orders, and feedback on one screen.
Increased customer retention
One of the obvious goals for any CRM system is to increase the customer retention rate by serving them in a more focused and convenient way in addition to acquiring new customers. With Projecto CRM, the customer information can be accessed instantly, and it's easy to deliver the royal treatment every time they contact. This focused and effective experience will help in improving their experience.
With Campaigns app, you can define your target groups and run online promotional campaigns. 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
Effective project management
The Projecto CRM for Utility and Energy industry helps companies in managing the tangled sales network, account, and services. Projecto's Project Management app will help you track every step of your projects from sanctioning, planning, services, and reorders.