We’re introducing Lead Management – CRM for the entire customer journey.
Many of you will know from desk vs. forehead experiences, that implementing software into an already-established business can be a real struggle. The fact is that the majority of us utilise a large number of software systems, even if you don’t quite realise you’re doing it. Wunderlist, Trello, LinkedIn, Xero, MailChimp, DocuSign… a broad spectrum of packages – often free of charge – to enhance one particular aspect of our day to day business lives and widespread amongst the global corporate community. It’s fairly straight forward to bring one or more of these component parts into a business; often driven by tech-savvy employees, or just those looking to improve a small aspect of their work. Collaboration and data sharing within teams is possible and easy with these major (but simple) cloud-based options.
But full CRMs are quite different – because rather than improving one business process, a true CRM is designed as a multi-discipline tool which follows the entire journey of a client through your business from initial Lead, through Sales and Retention / Support. Because its functions can be wide-ranging and potentially business-changing, incorporating a CRM and thus systemising a business can take patience, time and support. But when implemented correctly, efficiency gains soon pay for the financial and technical effort required to establish new processes amongst your team members.
Eliminating the need for multiple software systems is the very fabric on which CRM is built; and we recognise this from the point of view of an energy broker. Our vision at UtilityClick was always to provide an integrated and fully-featured system. That’s why we’ve built this business and our software on the principles of customer validation – giving us the necessary confirmation to build more and more features every month.
We’re happy to announce that Lead Management is the next major update on the horizon. Systemising the customer introduction process takes further reliance away from standalone software systems, and more importantly away from the most common lead management system of them all – Microsoft Excel. We’re introducing features to upload, monitor, track and convert leads right through to quick SME procurement, corporate reverse auctions and retention. Send LOAs straight from the system, assign activities within your team, gather the data needed to provide prices for these potential customers and much, much more.
Watch this space!