Energinix – The Perfect Fit CRM
A single system to handle all your relationships. For energy & manufacturing industries
Energinix is a technologically advanced CRM application for energy and manufacturing companies. It can eliminate manual operations and bring Execution Excellence in the end-to-end process of prospect management to installation and its sales support. Energinix provides a single touch point to handle all the key processes and defines role-based access points to ensure necessary interventions.
Inventory Management
Inventory management module enables a real-time visibility of all products for all the key stakeholders in the system. This help the organization to keep track of their assets from a single point.
Inventory Management module also enables some key functionalities required for the basic processes of the organization. These include
- Stock management: visibility of all stock of products in the system. This helps the user to fasten the proposal creation process
- Product Catalogue Management: enables creation and management of services, products, packages and its associated libraries.
- Manufacturer Creation & Management: Enables the user to create and map the manufacturer of all the products. This also includes options to directly contact the manufacturer in case of any need
- Unit Creation & Management: User can define different units in the system which adopt as a standard of measurement for various business attributes used in the system
- Category creation & Management: Category management enable the user to categorize the products and services in the system for better tracking
Prospect Management
The prospect management module in CRM manage a business lead from lead generation to eventually converting the leads to a customer.
Prospect Management chapter of CRM System facilitates the following:
- Capture new lead information
- Capture site & technical survey details
- Attach & update the inventory requirements for a prospect
- Capture lead follow-up and enquiry details
- Generate quote and proposal based on flexible price/discount configuration
Customer Management
The system can automatically convert the prospect to a customer on acceptance and manage the payment work cycle & Installation of that customer. Alternately, a user of the right role can change the prospect to a customer manually against defined conditions.
Analytics
Energinix can perform predictive analytics on the prospect data to get the ROI & projected energy savings at individual prospect level. This can be used to measure the value of individual prospects.
Work Scheduling
This module helps the organization to identify the deals in installation and manage the installation process by allocating right resource for right job. The module also manages the installation workflow. This module includes calendar management, technician availability, task scheduling and routing.
Incident tracking
This module has an easy to use user interface for creating and tracking the complaints and requests from customers. The module enables the organization to improve the customer satisfaction & service experience.
Reports and Dashboard
Auto-generated reports & Dashboards shows various statistics based on data available in the system. Analytics on key parameters and role based reports can be customized for various stakeholders in the system.
Additionally, the Energinix provides seamless integration with a wide range of ERP, payment and accounting systems
Key attributes of Energinix
- Easy management of key processes
- End to end workflow management
- Real time single view management of all key assets
- Role based customized analytics and reports
Key benefits from Energinix
- Improvement in operational efficiency and productivity
- High customer satisfaction
- Lesser cost on maintenance and operations
- Better management decision making