Customer Management for Energy Suppliers

Use Case

Advantages

Reference

Our Services

It has never been easier for energy customers to switch electricity tariffs and thus optimize their energy costs. With competitive meter operators and energy service providers (ESPs) entering the market and actively courting customers, market expectations suggest that conventional business areas will see a decline in earnings. Energy suppliers must expand their portfolios if they want to maintain or even increase their market share. New service and product ideas are a first step, but they only work with conscious and efficient customer management that knows how to map the specific processes of the energy industry.

Our combination of in-depth technical knowledge and excellent technological expertise flows into an industry solution that includes an energy industry data model, which supports energy supply companies (ESCs) in various market roles along this path. Modular, cost-efficient, innovative.

Effectively Mastering District Heating Sales with Digital Customer Management

Your Challenge

The energy transition is coming, and it is increasingly motivating municipal utilities to put their energy into municipal heat planning and developing district heating offerings for their customers. Those who are new to this field are initially confronted with challenges. Customer processes must be integrated into the complex existing system landscape in order to deliver a smooth customer journey that effectively leads customers to their district heating connection.

The Target Vision

The flexible positioning of your own business in the new heating world is now on the agenda. As a utility company, you have the task of supporting your customers on their way to a climate-neutral heating future. To ensure that district heating reaches your customers as quickly and effectively as possible, invest in the right customer management systems today.

Our solution

Our industry solution offers a CRM system that already includes energy management processes, including district heating, as standard. Building on Microsoft Dynamics 365, we have developed a comprehensive solution for utilities: AEP.EnergySuite. A data model extended to include energy industry specifics and specially designed forms, entities, and processes accelerate the start of heat distribution and enable end-to-end digital customer management.

Advantages for You as an Energy Supplier

Accelerated start

With our industry solution, you can install all the important specialist processes you need in one go. This significantly reduces the time needed to implement a CRM solution and helps your employees to handle customer interactions effectively.

Complete customer history

All customer contact is documented and can be viewed, so that you have access to the information you need across all departments at any time.

Maximum competitiveness

Functions specific to the energy industry are crucial for meeting the sector's requirements and increasing competitiveness. The AEP EnergySuite, therefore, enables you to adapt dynamically to market conditions and build long-term, sustainable customer relationships.

Increased master data quality

Together with our partner Post Adress, we ensure a demonstrable reduction in mail returns through preventive address maintenance directly in the CRM system.

Automated document creation

Trigger the automatic creation of quotes and other customer letters directly from CRM and send them with just one click. Seamless integration with other Microsoft products (M365) actively prevents system discontinuities.

No Code / Low Code

You can adjust the processes yourself according to your wishes in CRM thanks to simple handling such as "drag & drop".

References

EAM Group

Dinslaken municipal utilities

Our Services for Your Success

Provision of a customized CRM template with Microsoft Dynamics 365

We offer a tried-and-tested CRM template for the energy industry based on Microsoft Dynamics 365, which can be individually adapted to your needs. With our preconfigured templates, you can shorten the project duration and significantly speed up the implementation process.
Energy industry data model

Our offering goes far beyond the standard. We have expanded Microsoft Dynamics 365 to include a specific energy industry data model and defined industry-specific core processes. This enables seamless integration and mapping of all relevant energy industry business processes.
AI integration

AI integration can support customer service employees. For example, customer inquiries can be analyzed in real-time by using an AI chatbot to identify and categorize concerns and provide immediate solutions or answers.
Operation in the cloud

We support you in converting your current IT infrastructure to cloud technology. From planning and implementation to ongoing support, we are your reliable partner.
Industry expertise

Thanks to our comprehensive industry knowledge and customized IT solutions, we help you to optimize your business processes and increase your competitiveness.

Your Contact for Customer Management for Energy Suppliers

Bernd Loseke

Expert for Energy Management Processes

Efficient Customer Management with Our Industry Solution for Utilities

360° customer view with the help of Microsoft Dynamics 365

Effectively Mastering District Heating Sales with Digital Customer Management