Digitising Energy Broker With Trailblazing CRM

The client’s existing system had become cumbersome, time-consuming and costly to maintain. Manual processes and lack of integration resulted in high administrative overheads and inefficiencies. Recognising the need for a more streamlined approach, the client sought to digitise their operations and implement a solution that could automate data handling and improve productivity. The new CRM needed to be adaptable to the unique requirements of the energy brokerage industry, secure enough to handle sensitive client and supplier information and scalable to support future integrations. 

 PSP developed a tailored Vision CRM solution for an energy brokerage client. They began by understanding the client's needs and creating a detailed functional specification. The customised CRM automates energy price comparisons and billing estimates, tracks commissions, and provides a streamlined interface for managing client and supplier information. Key features include automated price comparison tools, integrated billing calculations, and pre-designed email templates, with provisions for future web-based tool integration aligning with the client’s long-term digital strategy. The new CRM was designed to automate energy price comparisons, generate billing estimates and track commission details, while providing staff with a streamlined interface to update and manage client and supplier information securely. 

The implementation of the Vision Energy CRM transformed the client’s day-to-day operations, drastically reducing manual tasks and increasing overall efficiency. Automated workflows replaced time-intensive manual processes, enabling staff to complete price comparisons and send pricing updates to clients far more quickly. The intuitive interface and centralised data storage made it easy for employees to access and update records, leading to improved collaboration and customer service. 

The system now manages every aspect of the client’s business from a single platform, allowing them to accurately calculate energy usage, track invoices and maintain secure records of all client and supplier interactions. The transition also included seamless data migration, ensuring that historical data was preserved and accessible within the new CRM environment.