Deliver Superb customer experience with
Utilities CRM

Connect sales, marketing and customer care, optimize operations and improve your business.
Utilities CRM - a CRM solution developed for the utility industry. 

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Put customers front and center of your utility operations

with Utilities CRM - a CRM solution built on Microsoft Dynamics 365 platform.

Utilities CRM serves utility leaders

Winning in the highly competitive utilities market requires streamlined operations, fast reaction to market changes, quick deployment of innovative products and superior customer service while keeping operational costs low.

Utilities CRM Solution provides out-of-the-box CRM functionalities for supporting specific utilities sector operations. It is targeted at utilities companies that would like to quickly establish a CRM solution without compromising on functionality. It incorporates a set of industry-specific pre-developed Microsoft Dynamics CRM modules and predefined guided processes which can be further optimized and selectively included in the final solution.

Utilities CRM capabilities

Utilities CRM puts customer at the center of your business by providing all relevant information in one place, proposing next best steps and ensuring no important event is forgotten.

Sales Automation

  • Market and competition tracking
  • Guided sales process from lead to a new contract
  • Offer and contract templates
  • Customer validation rules
  • Automatic notifications for renewals and next best actions
  • Mass quoting for target customer segment

Customer care

  • A singe entry point for all customer requests
  • Case classification and routing rules
  • Configurable SLA definitions and status reports
  • Multilevel case resolution across several communication channels

Marketing automation

  • Targeted campaigns based on detailed segmentation rules
  • Efficient exploitation of communication channels
  • Automated nurturing programs
  • Progress, expense and impact tracking

E-mail marketing

  • Receive and send emails directly from CRM
  • Automatic case creation for new emails
  • Email response tracking
  • Personalized email templates

Call center

  • Automatic customer identification
  • Advanced search capabilities
  • Quickly create forms
  • Straightforward inbound call center integration

Utilities.CRM at a glance

Intuitive and customizable dashboards will summarize all your data and give you freedom while exploring their correlations and meaning. Dive deep into the world of your business with Utilities.CRM.


Utilities CRM Product Brochure:

Discover how can an utility company benefit from recognizing customer's key life events and see examples of tracking sales and marketing performance.

Customer evidence

Case study | Eles

Solution: ERP | Products: Dynamics AX | Industry: Utility & Energy

Public company ELES used a proprietary internally developed IT system that was being developed for more than 20 years. The solution no longer provided the company management with the right information - accurate...

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Case study | Gen-I

Solution: ERP, CRM | Products: Dynamics AX, Dynamics 365, Utilities.CRM | Industry: Utility & Energy

GEN-I Group’s core activity is international trading in electricity and natural gas and supplying end users, which includes corporate customers as well as household consumers. Company's expansion to new countries required a new...

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Adacta‘s references

See some of our CRM references.

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