Keep customers, automate processes, use data.
For municipal utilities, energy retailers and network and metering operators: we connect your CRM to the core systems of the energy industry and create one view of every customer, across all divisions and tariffs.
Book a consultation appointmentStarting point
The energy transition, new competitors and rising customer expectations meet IT landscapes that have grown over time. Billing, sales and service often work in separate systems. That is exactly where it is decided who keeps customers and who loses them.
Customers switch faster
Comparison portals and new suppliers make switching easy. If you do not spot churn early, you react too late.
Data sits in silos
Contracts, tariffs and contacts are spread across billing, portal and sales. A complete view of the customer is missing.
Lots of manual work in the mass market
Price adjustments, tariff changes and queries tie up staff who are needed in sales and service.
Cost pressure on IT
Systems reach end of life and large projects are risky. What is needed are solutions that deliver results step by step.
USI Cockpit
The USI Cockpit (Universal Secure Integration) uses the data from your existing systems and makes it visible. It does not interfere with your processes and respects your role and permission concepts.
01
Connect data
Billing, ERP, portal and sales provide their data. The systems themselves remain unchanged.
02
Understand customers
Which products and contracts does a customer have, and which changes are possible or necessary?
03
Identify potential
Analyses show customer groups for new products as well as opportunities for cross-selling and upselling.
04
Prevent churn
Key figures such as the cancellation rate make risks visible early.
05
Act in a targeted way
Sales, service and controlling work with the same 360° view of the customer.
Your benefit
A CRM that talks to your core systems turns data into concrete opportunities for sales and service.
360° view of every customer
Contracts, tariffs and contact history at a glance, across all divisions from electricity and gas to heat.
Targeted win-back
Campaigns for customers who are ready to switch or have already left, based on cross-departmental data, without data silos.
Better receivables management
Payment status and reminders in view, so that defaults fall and liquidity rises.
Overview of tariffs and products
Default supply, green and fixed-price tariffs or business offers clearly assigned, for suitable offers instead of churn.
Sound decisions
Reliable reports and forecasts on sales volumes, cancellations and campaign success.
Automated mass processes
Price adjustments, tariff changes and customer letters run automatically and with fewer errors.
Our building blocks
You start where the need for action is greatest and build from there.
Sales and CRM
We extend your existing data with the sales capabilities of a modern CRM, linked to your ERP.
Interfaces
Standard interfaces to core energy industry systems such as billing, customer portal and ERP.
Process analysis
We analyse your processes and show where automation and digitalisation bring the greatest benefit.
Project and process management
Standardised modules that can be combined flexibly, tailored precisely to your requirements.
USI Cockpit
Data-driven sales management based on your existing systems, with dashboards and analyses.
Successor to SAP IS-U
We help you bring the requirements of sales and service into the successor solution for SAP IS-U at an early stage.
Systems
We rely on proven CRM platforms and connect them to your energy industry IT landscape.
CRM platform
Flexibly adaptable to the tariffs, divisions and processes of energy suppliers.
Connected to
We connect the CRM to the systems you already use today.
SAP IS-U
SAP S/4HANA Utilities
Billing systems
Customer portals
ERP
Marketing automation
BI and reporting
Telephony
Approach
Step by step, with early results and no risk to day-to-day operations.
Initial consultation
Free of charge: we get to know your situation and your goals.
Analysis
Processes, data sources and interfaces are documented.
Roadmap
Clear stages with effort, benefit and sequence.
Implementation
In stages, so you see results early.
Operation
We support the system and develop it further with you.
From practice · Energy industry
We have delivered CRM and integration projects for energy suppliers, from sales management to integration with billing and ERP. We do not name names. We are happy to tell you more in a conversation.
360°
view of customers, contracts and tariffs in one system.
In use
CRM · Billing · ERP · Customer portal · USI Cockpit
FAQ
For municipal utilities, energy retailers and network and metering operators who want to connect sales and customer service with their core systems.
No. The CRM and the USI Cockpit use the data from your existing systems. Billing and ERP stay as they are.
Mainly SugarAI and Microsoft Dynamics 365. We decide together which fits better, based on your requirements.
A data-driven solution for sales management and customer management. It brings together data from existing applications and makes it visible with dashboards and analyses, without interfering with processes.
That depends on the scope. We start with the most important processes so that you see results early, and then expand step by step.
Many suppliers are planning the move to a successor solution. We help bring the requirements of sales and service in early and design the interfaces to be future-proof.
We show you how automated workflows turn contacts into real customers.
Write to us
Prefer to talk directly?
Choose an available slot directly in our calendar, free of charge and without obligation. We will discuss your requirements and show you possible solutions.
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