Powered by Pivotal CRM: CRM for Utilities

Red ClaySince 2001, Red Clay Consulting has focused entirely on implementing and integrating Customer Relationship Management (CRM) systems. With breadth across multiple vendor systems, our clients range in size from small manufacturers to super-regional investor-owned utilities. We believe that CRM implementations are much more than just inserting an installation disk and tweaking a few drop-down fields. Understanding how you do business is the top priority - success always follows.

Solution: Quick, painless, and affordable CRM implementation and CIS integration

A Utility's Customer Information Systems (CIS) and Customer Relationship Management (CRM) Systems aren't one in the same. Electric Cooperatives, Investor-owned Utilities (IOU), and Municipalities share a common thread in their need to view, manipulate, and report data from regulated CIS environments with sales and marketing teams tasked with driving new revenue opportunities for the Utility.

Red Clay's Pivotal CRM for Utilities makes extending a Utility's CIS system to serve the needs of their profit centers a reality -- without disturbing existing systems or processes.

Features

  • Customer Information System (CIS) Integration
  • Workflow Management
  • Activity Management
  • Event Management
  • Proposal Tracking
  • Opportunity Management
  • Sales Forecasting
  • Email Marketing
  • Document Management
  • Custom Querying and Reporting
  • Rate and Usage Tracking (when integrated to CIS)

Tight Integration with Existing Customer Information Systems (CIS)

Creates an environment for sales and marketing to drive revenue through new channels and using new strategies without conflicting with processes or regulation inside a Utility's Customer Information System.

Rich Market Segmentation

Allows marketing and sales teams to segment target markets, for both residential and commercial customers, by rate and usage. This allows Utility's to gain valuable insight on their most profitable customers.

Promotes New Cross-sell and Up-sell Opportunities

Ideal for Commercial, Industrial, and Residential Utility sales and marketing teams looking to driving revenue through new campaigns and programs.

Increased Customer Visibility

Combine historical customer information with demographic data to get a complete view of customers, buying patterns, and expected energy usage based on industry or past records.

Partner Solution Provider: Red Clay Consulting

To learn more about this solution, please contact:

Red Clay Consulting
1776 Peachtree Rd NW, Suite 633s
Atlanta, GA
+1 678-445-3770
www.redclay.com