Name: Dyball Associates Energy Supplier CRM & Energy Billing System
Author: Dyball Associates Limited

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Development

Business Intelligence (BI)

Collaboration

Diagramming

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Data Privacy Management

Database Load Balancing

Ethernet Switches

File Sync and Share

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Log Management

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

NoSQL Databases

Packet Analyzer

Password Management System

Remote Support

SOA Governance

Single Sign-On

Smart Contracts

Solid State Drives

Threat Hunting

Threat Intelligence

Virtual Private Cloud (VPC)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Customer Success

Digital Content Creation

Digital Signage

Email Marketing

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales

Construction Management

Equipment Rental

Homeowner's Association (HOA) Management

InsurTech

Insurance Suites

Investment Portfolio Management

Tax Practice Management

Vertical-Specific

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The Dyball Associates Energy Supplier CRM & Energy Billing System is a platform designed to meet the billing needs of UK energy suppliers. It combines a customer relationship management (CRM) system with energy billing software to streamline billing processes and enhance operational control. This solution caters to energy suppliers of various sizes, ranging from small businesses to large corporations. It is utilized by energy suppliers, utility companies, energy consulting firms, energy management companies, and energy service providers.

## Key Features

**Customer management services**: According to the vendor, the Energy Supplier CRM & Energy Billing System provides customer management services for UK energy suppliers, enabling operational control and potentially reducing costs.

**Multiple customer contacts**: The system supports multiple customer contacts, allowing energy suppliers to manage and track interactions with different individuals within a customer's organization, potentially enhancing communication and relationship management.

**Customer portal integration**: The Energy Supplier CRM system integrates with a customer portal, providing customers with self-service capabilities to access account information, view bills, make payments, and manage energy services conveniently.

**Easy Configurations**: According to the vendor, the energy billing software and CRM system are easily configurable to match the specific processes and requirements of individual energy suppliers, potentially ensuring seamless integration into existing workflows.

**Bespoke Communication Layers**: The Energy Supplier CRM system supports both electricity and gas supplies through the same interface, linking with market messaging products to enable efficient communication and data flow.

**Automated Correspondence**: According to the vendor, the CRM system allows energy suppliers to define trigger points and automate customer correspondence via letter, email, or SMS, potentially improving operational efficiency and ensuring timely communication.

**Manage customer energy billing**: The Energy Supplier CRM system enables energy suppliers to manage customer energy billing by exception, potentially streamlining the billing process and reducing manual intervention.

**Ad-hoc bill production**: The energy billing software incorporated in the CRM system allows for both scheduled and ad-hoc bill production, potentially providing energy suppliers with flexibility in generating customized bills.

**Quarantined errors & exceptions**: The system quarantines billing-related errors and exceptions, potentially facilitating efficient resolution by the billing team and ensuring accuracy in billing processes.

Dyball Associates's Customer Relationship Management (CRM) system helps to reduce costs by enabling operational control of customer and customer related activities for UK energy suppliers. Access is driven by permission and determines user functionality. At the same time, system structures are configured to the desired processes of individual UK gas and electricity suppliers.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Dyball Associates Energy Supplier CRM & Energy Billing System

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Dyball Associates Limited

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Dyball Associates Energy Supplier CRM & Energy Billing System

Overview

What is Dyball Associates Energy Supplier CRM & Energy Billing System?