Project · Energy and utility retailers
Energy group with 5 companies
A single CRM to win, contract and invoice customers across five companies without duplicating data.
Case detailsAnonymous
- Industry
- Energy and utility retailers
- Client
- Confidential
- Services
- Custom CRM, Integrations
01 — The challenge
The group worked with five retailers, each with its own spreadsheet, invoicing software and way of counting sales. The call centre did not know whether a customer already belonged to another company in the group, and management took days to get consolidated figures.
02 — What we built
We built a CRM with a single core of customers and contracts and a layer per company: call-centre lead generation and scheduling, contract validation, sales-network commissions, invoicing per company and a consolidated dashboard. Rates and supplies are imported from distributors through automatic processes.
03 — What changed
One place to find any customer in the group, contracts validated before processing and a consolidated month-end close without cross-checking spreadsheets by hand.