6 Key Benefits of a Bespoke CRM for Energy Companies

For energy provider, being able to manage, coordinate and action customer information is central to delivering an effective service and ensuring that operations run smoothly. This is where a customer relationship management (CRM) system – software to house and track all key client/prospect data in one location – becomes critical. However, it can be difficult to know whether you should be going for an off-the-shelf solution or a bespoke build.

In this article, we showcase six key benefits of a bespoke CRM system for energy providers:

Customised to Meet Unique Business Requirements

Unlike an off-the-shelf solution, a bespoke CRM system can be specifically designed to your exact business requirements, giving you the functionality you need to meet your key objectives.

Many businesses have key processes or requirements that need to be met or maintained to ensure they deliver their product or service as effectively as possible, in turn ensuring portability remains strong. Likewsie a business or organisation may have specific compliance or legal requirements that makeup part of their process, for which a generic off-the-shelf system simply may not meet.

Many SaaS products now offer a host of 3rd party integrations, but these can come with their limitations, starting from a bespoke platform typically means that a wider set of options are available to you to, limiting the chances of painting yourself into a corner or hitting a ceiling.

Minimised Disruption

One major concern with a new system is the disruption it causes as users get used to new workflows and functionality. However, as a bespoke solution is specifically designed for your business, it can be built around your existing workflows and processes, minimising the time spent transitioning to a new system.

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Enhanced Data Management and Analytics

A tailor-made CRM, as opposed to off-the-shelf solutions, also offers enhanced data management and analytics through the implementation of bespoke metrics and data fields. For example, you may want to be able to identify which regions of the country your most valuable b2b prospects come from, so you can target more b2b sales efforts in these locations. A bespoke CRM could be designed to collate all of this data and provide a lead score for different areas of the country. This would then allow you to focus your sales efforts in the areas that provide the most value.

Improve Your Green Credentials

Finally, with the increased pressure on the energy sector to show their efforts towards helping the environment and sustainability, the ability to go paperless is a definite asset.

With a bespoke system, our specialists can analyse your existing processes and design the system in such a way that it removes the need for paper, such as through the automation of quotes and communications, removing the need for non-digitised workflows. Recreating this with an off-the-shelf solution would mean your workflows had to adapt to the pre-set functions, and you would lose a level of control over your operations and processes.

How Can Netmatters Help?

If you are interested in exploring how a bespoke CRM could increase your profitability, enhance your service delivery, and boost your green credentials, our knowledgable and experienced team are always on hand for a free consultation. Book an appointment with our specialists in Cambridge, Norwich, or Great Yarmouth to discuss your business goals in more detail, and get a better idea of how a bespoke system for your business would look.

Please give us a call on 01603 704020 or fill in the contact form below.