xRM Utilities Features
Sales
A Lead goes around the world.Sales
From lead to sales opportunity to delivery contract. xRM Utilities offers a complete sales cycle complete with offer and contract management. Why take the easy route, when you can do it even easier?
Marketing
Make your voice heard.Marketing
Generic mass E-Mails are so 2004. Personal contact is what your customer wants. Never has personal marketing been so easy. Define a target group of your choosing, create a broadcast and you’re good to go!
Service
A happy customer is a good customer.Customer Service
xRM Utilities offers a fully-fledged customer service management. As well as professional complaint and contract management, it also allows for processes like metre readings, making your service more efficient.
Offers
Sign here.Offer Management
Be it rates, products or individual calculations, xRM Utilities comes with professional and clean offer management. Just print your offer to a template and send it off. It’s as easy as one, two, three.
Integration
xRM@EVU and Billing Systems.xRM@EVU and Billing
Connect your databases! Thanks to the Common-Data-Model of Microsoft Dynamics 365 the integration of billing systems is as easy as ever. NAV? SAP IS-U? Any other billing system? No problem.
360° Overview
Keep an eye on everything.360° Overview
All the important information at a single click: Thanks to intelligent analysis and display of all technical and commercial master data of your customer, xRM Utilities helps you keep a complete overview.
Portal
External Access to xRM@EVU.xRM@EVU Portal
The xRM Utilities Portal allows access to the CRM system from the outside of your organization, without needing an extra user license for Dynamics 365. This makes the Portal ideal for things like a customer interface.
Customer Value
Not every customer is the same.Customer Value
How much effort should I put into my customers? Whats is the potential return? How high is the termination probability? Using individual criteria a customer value is calculated and displayed e.g. as a number or traffic light.
Load Profiles
Exact calculations.Load Profiles
xRM Utilities offers load profiles and load gears primarily to calculate electricity consumption and consumption peaks in offer management. Customers without load gears can be assigned a load profile.
NOs
Network Operators in xRM@EVU.Network Operators
Network Operators can be recorded as business partners and managed with their specific codes, e.g. ILN or EIC, in xRM Utilities. They can be used for a number of tasks, like offer management or analyses.
Automation
Some things just happen on their own.Automation
Thanks to intelligent workflows lots of processes can be automated. Want to send an E-Mail to a customer? An activity to a co-worker? Workflows can be easliy created and managed, even without coding knowledge.
Credit
Credit in xRM@EVU.Credit
xRM Utilities offers credit checks for sales leads and customers in real-time, e.g. with CreditReform. The result can be displayed as a number or traffic light. This will allow you to easily track who you want to do business with.
Technology
Technical Master Data in xRM@EVU.Master Data
Link your technical data together. From premises over points of delivery and equipment to registers and register data – everything is synchronised and saved in xRM Utilities, making your data structure better.
Adress Check
Adresscheck in xRM@EVU.Adress Check
Your CRM is only as good as its data. Secure your data quality by checking and validating your master data, like company name, postal address, telefon number and E-Mail address – including duplicate checks.
Office 365
Hand in hand with Office.Office 365
Microsoft Dynamics 365 and xRM Utilities are strongly connected to Office 365. Synchronise your appointments, contacts, activities and E-Mails with Outlook or print offers and marketing campaigns in Word.
Add On's
It's the small things.expand xRM@EVU
We offer a multitude of helpful extras for Microsoft Dynamics 365 that make your employees daily working routines even easier. We will show you what we have to offer. Just contact us and arrange an appointment.