Development Update - August 2021
This month:
If you read our May update article (and your memory is exceptional!), you may recall it was a very bitty month, with lots of small improvements and releases.
August has been as far removed from that as possible. Although there's still been a few side tasks, the core of our development focus has been towards one big project - our new dashboards and reporting.
Much of the work we do here on the dev team is on an individual basis. However, these big projects take a lot of coordination between the whole team (and other departments too!).
It's been so rewarding seeing everyone's expertise combining to make something exceptional. Read on to find out more and discover what else we've released during the month of August...
Dashboards And Reporting
We've completely redeveloped all reporting and dashboards from the ground up. We're currently testing and retesting with selected accounts. Once turned on, you'll see huge improvements both in clarity and speed. You can view our recent teaser article & video on dashboards, right here.
Other bits and bobs...
We've also added the following other bits and bobs...
Customer References section now links to Contacts & Users
Within the PRO CRM you can add additional Customer References for each Lead or Customer, should they be required internally. We've now added the ability to reference Contacts & Users data within this Customer Reference section.
Built for: PRO CRM
'Date Created' field added to Customers and Leads
The system logs and records many important historical changes to your data. We've updated this logging to include a "Date Created" field, which can now be viewed by users with Admin privileges.
Built for: PRO CRM
USA Gas Commission Calculation Bugs
We fixed a bug when determining US gas commissions. Previously a calculation error occurred when the system attempted to convert between unit types.
Built for: PRO CRM
Customer References section now links to Contacts & Users
Within the PRO CRM you can add additional Customer References for each Lead or Customer, should they be required internally. We've now added the ability to reference Contacts & Users data within this Customer Reference section.
Built for: PRO CRM
'Date Created' field added to Customers and Leads
The system logs and records many important historical changes to your data. We've updated this logging to include a "Date Created" field, which can now be viewed by users with Admin privileges.
Built for: PRO CRM
That’s it for this month.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!
Goodbye Ugly Reporting
...
Welcome to reporting with a bit of
“Oh me, Oh my!”
Why are so many reports so bland and hard to read? Your team's good performance should be reflected in smart, concise reporting. It should get the blood flowing!
Our new dashboard suite does just that.
Here are the five best things about it:
Looks
Our new dashboards look sensational!
Style
Sometimes less is more. Our reports focus on presenting the right data.
Flexibility
Need your own report? Need to filter your data in specific ways? No problem!
Responsiveness
Super quick reporting that won’t leave you waiting around.
Full Package
Report across everything, from KPIs to commissions. Keep it simple or dive into the detail.
Further reading...
Development Update – April 2024
This month we really wanted to focus on how usable our system is, so we’ve been putting…
Development Update – March 2024
Welcome back to the March edition of our regular dev update and with it, we've felt a…
Energy Matchmaking with INSIGHTS
We know our TPIs and we know the industry. Our TPIs respond better to suppliers that offer more than just good price.
Imagine this tendering scenario:
Supplier A
Supplier A is the cheapest offer on the completed tender but TPIs don’t know much about them. As a result, they haven't formed a great relationship.
Supplier B
Supplier B is £90 more expensive over a 12 month deal BUT they use the power of INSIGHTS to allow TPIs to contact them there and then. They also highlight their three best personality traits:
Fully fixed product 100% renewable Dedicated account managers
Can you guess which supplier invariably comes out on top with our TPIs?
At UtilityClick, we can present your best personality traits to the TPI when it matters most – at the price presentation stage.
Give your TPIs the confidence to put their business through you.
Latest articles...
Development Update – April 2024
This month we really wanted to focus on how usable our system is, so we’ve been putting…
Development Update – March 2024
Welcome back to the March edition of our regular dev update and with it, we've felt a…
Suppliers - It's Time To Stand-up
We know what you've known for a while:
Price isn't king.
Nor is getting paid "RIGHT NOW!".
We're fortunate to work with some of the best TPIs in the industry. They put contracts in place based on more than just price alone.
They want to know what makes you great. They want confidence that there will be good processes in place between them and you. And, ultimately, they want to know that you’ll offer great service to their customers.
With Insights you get access to invaluable marketing information BUT that's only a small part of it...
You'll also get the ability to showcase yourself to TPIs that make decisions on what's best for their customers, not on how quickly they get paid.
Leave the price wars behind
What makes you stand out?
Do you have a dedicated account manager that our TPIs can call on? An excellent billing system? Or may-be SLAs on super-fast query response times?
This, combined with competitive pricing is what drives contracts from the amazing TPIs that use the UtilityClick CRM.
Latest articles...
Development Update – April 2024
This month we really wanted to focus on how usable our system is, so we’ve been putting…
Development Update – March 2024
Welcome back to the March edition of our regular dev update and with it, we've felt a…