Development Update - August 2021

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

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...

Poll: What Do You Want Next?

You wanted it. We built it. Now, tell us what YOU need next. Answer Our Poll on…

Read More

We Wanted To Say Thank You

We owe you a huge debt of gratitude. We’re thrilled to announce the launch of our new…

Read More


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.

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:

  1. Fully fixed product
  2. 100% renewable
  3. 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...

Poll: What Do You Want Next?

You wanted it. We built it. Now, tell us what YOU need next. Answer Our Poll on…

Read More

We Wanted To Say Thank You

We owe you a huge debt of gratitude. We’re thrilled to announce the launch of our new…

Read More


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.

Stand up in front of them with Insights.

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.

Take centre stage

Get in touch for a demo of Insights...

Latest articles...

Poll: What Do You Want Next?

You wanted it. We built it. Now, tell us what YOU need next. Answer Our Poll on…

Read More

We Wanted To Say Thank You

We owe you a huge debt of gratitude. We’re thrilled to announce the launch of our new…

Read More