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Client Overview
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Challenge
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Solution
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Results
A commercial energy broker supporting UK businesses approached PSP to design and develop a new CRM system to replace their existing web-based tool. The broker needed a comprehensive solution to manage client data, streamline internal processes and significantly reduce operational inefficiencies. The primary aim was to build a platform that would automate key administrative tasks, allowing the team to quickly find the best energy prices for their clients while minimising time spent on manual data handling.
Conclusion
By partnering with PSP, the energy broker successfully transitioned from an inefficient, manual system to a modern, fully integrated CRM solution. The tailored Vision Energy CRM has not only streamlined their internal processes but also improved productivity, accuracy and client satisfaction. With automated workflows and a scalable platform in place, the client is now well-equipped to manage their operations more effectively and support future growth.
This project highlights PSP’s ability to deliver customised CRM solutions that optimise operations and provide long-term value for industry-specific needs.