5 Ways UD’s Web CRM Can Increase Your Profits

 

 

With a handful of new energy suppliers emerging on an almost weekly basis, business customers are often left feeling overwhelmed with choice when it comes to selecting an energy provider to service their business. The role of the TPI is becoming increasingly important in terms of guiding the customer into the best choice and the best deal for their needs, but the pressure to deliver a fast and efficient service is growing, as they risk losing valuable deals to competitors.

With this in mind, TPIs need solutions that help them to compare prices across the industry, generate quotes for customers, produce verified contracts and manage their customer journey. Our Web CRM can handle all these important elements within one central platform, and unlike other tools on the market, is specifically designed for energy procurement, and includes access to live market price-books and contracts.

Whilst our Web CRM has been developed to handle the entire energy procurement journey – from quote to commission – one of the main benefits of the platform is the way it can help to increase company profits. Here are just 5 of the ways in which our Web CRM can help to save company money and increase overall revenue:

 

  1. Reduce the cost to serve with greater levels of automation

Traditionally, TPIs will need to manually handle a large batch of spreadsheets when it comes to managing suppliers’ price-books, but our Web CRM includes access to full-market pricing, and can automatically and simultaneously quote gas and electricity for both SME and I&C contracts. Multi-sites for SME products can be quoted for in seconds, and customisable system templates allow TPIs to work quickly and accurately. As fewer manual steps are required, staff can be redeployed to more valuable tasks, in turn, saving the company money.

 

  1. Retain 100% of the commission you make

Unlike working with many of the large aggregators, our pricing structure is licence-based, and does not take a cut of the commission made on each contract. TPIs work hard for each sale, so why should we reap those rewards?

 

  1. Increased certainty of contract acceptance

Sending emails to several different suppliers, and waiting for their response, can be both time-consuming and frustrating, especially when a contract then comes back as rejected. With validated batch files, direct contract upload and full ecoes and exoserve lookups, the risk of contract rejection is reduced, leading to more sales and higher profits.

 

  1. Track the status of each client journey

Our Web CRM allows sales agents to keep on top of their work by tracking the entirety of the customer journey. Agents can set reminders and call-backs and assign tasks to others, meaning they can keep a track on each job and needn’t worry about missing important deadlines that could result in the loss of a potential customer.

 

  1. Save money with web-based software

As our Web CRM is cloud-based, and manages the end-to-end journey, there is no need to spend money on a whole host of different tools, products and software – our platform handles everything from within one central location. As the tool is web-based, there is no installation required, so TPIs can get up-and-running in minutes, with the added bonus of not having to worry about disaster recovery and automatic access to UD’s regular release updates. 


Whether you’re a large, multi-seat call centre or a one-man-operation, our Web CRM can help you to compare prices across the market, quickly generate quotes and contracts, and manage your entire customer base from within one platform. Don’t waste any more time and money and contact us today to learn more about how our Web CRM could help you to become more efficient and increase your profits.

You can find out more about UD’s Web CRM by following this link: https://www.udgroup.co.uk/energy-brokers/