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Foster customer relationships with a CRM for utilities 7 min read
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Utility companies are uniquely positioned to collect large amounts of customer data, thanks to the sheer amount of consistent interactions they have with customers. If collected effectively, this data can be used to make decisions that may lead to happier customers.

Positive — ornegative — customer interactions with a utility company can have lasting effects on the bottom line of the business. However,those interactions can be better managed with a CRM designed for utility companies. By focusing on the customer in everything you do, your utility company can create a positive reputation while keeping the people in its service area happy.

Today, we’ll discuss what a CRM for utilities is and how you can best leverage one like monday sales CRM

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What is a CRM for utilities?

A CRM for utilities is a customer relationship management system that’s designed to collect, store, and analyze customer data within the context of a utility company. It lets utility companies manage the data points that are important to them for maintaining quality customer relationships.

A customer relationship management (CRM) system for utilities is a platform designed to collect, store, and analyze customer data within the context of a utility company.

A CRM for utilities can also be used to manage customer interactions with the company and the channels used in those interactions.

The best CRM options provide additional features to help your utility company save time, streamline work processes, and reduce error risks. To understand how a customer relationship management system can produce these benefits, it helps to know how a utility company can use one.

How can businesses use a CRM for utilities?

A utility company might provide electricity, water, phone service, or heating fuel to people living in a general service area. The services provided by utility businesses mean that most people don’t have a choice in using them, as they’re essential to everyday life.

A few examples include the following:

  • Gain customer insight: Use detailed customer profiles to track interactions and gain insight into the needs of your service area. Also, learn which customers may need utility assistance so that you can provide them with the best resources.
  • Manage the customer experience: Manage your service technicians and sales representatives to ensure your customers receive the best possible experience. Plus, use a CRM to publish content and valuable resources like upcoming changes or weather tips for utilities, so your service area stays informed.
  • Collect and analyze data: Store collected data inside the CRM and analyze it to identify trends in costs, challenges, and demographics. This information can be used to improve your customer-facing departments.
  • Streamline general company operations: Use additional time-saving features to streamline processes and make everyday tasks easier on your employees, so they can focus more on providing excellent customer service.

Implementing a CRM for utilities benefits your company and its customers.

How does a utility CRM benefit customers?

A CRM benefits your customers in many ways, the most significant ones being:

    • Constant access to account information: Customer representatives can access real-time account information to aid customers with bill and usage inquiries.
    • Online payments: Manage payment cycles and ensure customers are paying on-time with the help of online payment and invoicing options.
    • Less stressful interactions: Provide your customers with better service by maintaining access to detailed customer information, including payment arrangements and notes regarding past interactions.
    • Simplified customer requests: Utilize forms to give your customers the convenience of requesting service or customer assistance online.

You’ll want to find a customer relationship management system with all the must-have features to reap the most benefits.

5 must-have features of a utilities CRM

To reap the most benefits from your CRM for utilities, you’ll want to choose a platform that has all the features you need to enhance the customer experience. The top five features to look for include:

  1. Customer portals: Customer portals are the cornerstone of flexible utility services that let people in your service area access their accounts whenever they need to, even if that means late at night or on holidays.
  2. Automation capabilities: The ability to automate routine tasks, processes, and approvals can save your employees significant time better spent taking care of customers.
  3. Business tool integrations: Save time by reducing how many applications you need to open to provide your services with business tool integrations. Plus, receive a comprehensive overview of operations and customer satisfaction ratings from a single platform.
  4. Project management: Manage projects and the employees working on them so you can best track the performance of service technicians and reduce power outage times.
  5. Analytics and metrics: Tracking and managing analytics and key performance indicators (KPIs) is crucial, but so is being able to view that aggregated data in the best way for you. This is also an excellent sales tip, since this data gives your team the data it needs to sell your products and services better.

One excellent CRM for utilities with all the features you need (plus much more) is monday sales CRM.

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monday sales CRM provides critical features like contact management, performance tracking, and lead capturing that make it simpler to create a comprehensive overview of how your company is performing from the point of view of your service area. Plus, our helpful forms feature makes it easy to collect information about customer satisfaction straight from the source.

Customizable dashboards let you view the information most important to you and efficiently manage projects, including assigning tasks to team members so you always know who is working on what — and when. In addition, business tool integrations and automation capabilities can save your employees time, effort, and frustration. Plus, once you’ve collected enough customer data, you can aggregate it and view it in the method you prefer, including Kanban boards or Gantt charts.

By now, you likely have a solid understanding of a CRM for utilities and how to implement one efficiently. However, we’ve answered a few FAQs below, just in case.

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Frequently asked questions

Why is CRM useful for utilities?

A CRM for utilities is useful because it allows employees to gather customer data from every interaction easily. They can then aggregate this data to make informed decisions in all customer-facing departments.

Improve your company reputation and customer satisfaction rates with CRM for utilities

A robust CRM that provides all the features you need most (and then some) can help significantly increase customer satisfaction rates while improving your company’s reputation and streamlining your operations.

monday sales CRM for utilities has all the features you need to support these efforts within a user-friendly interface that anyone can learn to use with minimal onboarding.


Other industrial CRM industries: CRM for construction, CRM for contractors, CRM for automotive industryCRM for manufacturing

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