More than CRM: Get 360° transparency about your customer data
Put an end to fragmented customer data and inefficient processes. The energy-market-specific relationship management functions in epilot are seamlessly integrated into the overall platform. This provides a holistic view of commodity, non-commodity and new energy topics such as HEMS and VPP.
+200 leading companies in the energy transition rely on epilot cloud software
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Why is a CRM unsuitable for the new energy world?
Before...
With 360° Customer Service in the energy XRM
Increase your efficiency and exploit sales potential in service
All customer data in one place
Customer information is often scattered across multiple systems. epilot offers more than traditional CRM systems: a holistic view of the entire product portfolio and all customer processes. From commodity and non-commodity offerings to new energy topics such as HEMS and VPP – all information on orders, contracts, products, communications and tasks is available at a glance. Flexible data integration also allows for the integration of third-party systems.
Commodities, Non-Commodities, and Network Processes
Manage customer inquiries about classic energy products and new energy solutions in one system. From meter level recording to ordering a PV system — everything is available in one clear interface. Use preconfigured processes for typical issues in the energy sector and adapt them flexibly to your needs.
Relieve your team through self-service processes
Biete Self-Service für energiespezifische Prozesse wie Vertragskündigung, Abschlagsänderung, Tarifwechsel, Zählerstandsübermittlung, und Umzugsmeldung. Ermögliche auch die Verwaltung von Non-Commodity Produkten wie Solaranlagen oder Wallboxen direkt im Kundenportal. Unterbreite spannende Angebote für Cross- und Upselling, passend zur Energiewende.
Efficient customer communication
Communicate efficiently with customers and partners via the integrated email service. Save time with AI-assisted email processing and variable-based message and document templates. Access central mailboxes and prevent loss of information. Maintain an overview with central document management for customers and processes. Simplify processes and data entry with standardized click paths for service employees and customers.
Collaborate within a team and with partners
Collaborate as a team and with partners through notes, tagging, and tasks. The activity log shows the entire history of each customer. In this way, the status of an order, such as a wallbox order, remains transparent for everyone and cooperation runs smoothly, even in the event of staff shortages. Note function, tagging, messages and task assignments support efficient collaboration.
Up- and cross-selling in customer service
Use internal guidelines that you can build with Journeys to help your customer service upsell and cross-sell. Smart action suggestions during service processes make it possible to optimally exploit the potential of every customer — without major training costs.
Data analytics for better business decisions
Benefit from advanced analytical skills to identify sales opportunities and uncover potential for improvement. Get deep insights into customer behavior and market trends to continuously optimize your offerings and services.
Your benefits
Take the pressure off your team
Improve your customer experience
Increase transparency and traceability
Exploit sales potential in service as well
Explore more features
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Get a live demo
Find out in a demo how epilot energy XRM can help you. Because nobody likes inefficient processes. Not employees, partners or customers.
Flexible & expandable in stages
GDPR compliant
No programming knowledge required
Learn how to set up full use cases in minutes with our growing library of validated blueprints.