API: Turn On The Power
of
UtilityClick
Are you embedded with a generic CRM but wish that you could upgrade it with smart energy tools?
You can with the UtilityClick API.
What's an API?
An API is an intermediatory between two systems that allow them to communicate with each other. Communication can be outward, where it pushes data from your CRM (a CALL). Or it can receive information from another system (a RESPONSE).
Our API is super flexible - It can be utilised either to CALL on the power of the UtilityClick pricing engine (and push results directly back into your CRM). Or your CRM can RESPOND directly to UtilityClick by pushing data to be processed.
(Hint: Turn on the Power)
Why switch on the power of UtilityClick?
Easy Integration
Built with simplicity in mind. Integrate easily with minimal development work.
Accurate
Our matrix lookup configurations are updated regularly to reflect the latest supplier configurations.
Reliable
Our API is built on the latest technology. Thousands of quotes are generated on a daily basis.
Customisable
Switch on and off your suppliers. Return pricing based on your configurations.
And it's not just OUR API
Third Party APIs
If you have additional apps that you'd like to integrate with through UtilityClick, then there's a good chance we can help. Not only do we have our own APIs but we can also integrate into many different apps, such as:
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Development Update - November 2021
This month:
There's a pleasant feeling in seeing something that we've all worked so hard on finally being applied in the "real world". This month saw the cutting of ribbons on two long time projects, namely the new dashboards, and the Tickd integration.
For the dashboards in particular, it's an incredible milestone that the team can be proud of. We must also offer our thanks. Many of you depend significantly on the reporting it provides, so it's taken great understanding on your part to make the switch.
Read on to hear more about dashboards, Tickd and the "Other Bits & Bobs" that we've been working on in November.
Tickd Integration
We've now added the ability to run pricing through Tickd to all UK based CRM PRO accounts. No matter your supplier relationship coverage, you can now (optionally) utilise this new Tickd connectivity to pass on greater tariff flexibility to your customers.
In short, it can offer pricing versatility to give you an edge over competitors. We'll be working with Tickd to add even more suppliers and we'll be in touch once live.
Built for: PRO CRM (UK Only)
Dashboards Live
Our reporting had previously been powered by PowerBI and although robust, it had been clear to us for some time that it was limiting the diversity of our reporting. With the new system in place, we're completely uncapped on the variety and customisation of potential reports.
You may have seen from our recent dashboards article that we're planning on showcasing more on what the new system can do. Keep an eye on our website for a new series of video shorts that we've named: Reporting Drilldown.
Other bits and bobs...
We've also added the following other bits and bobs...
Improved Navigation For New Dashboards
We've made it quicker to jump straight into any of your dashboards from anywhere within the system. Simply select the one you need from the new dropdown on the main menu.
Built for: PRO CRM
Improved Bulk Import for MOP & DC/DA Data
When bulk uploading 'Meter Operator / Contract' information, you can now import "Deal Status" and "Accepted Date" for MOP or DCDA records. Thus saving you valuable time not having to enter information on a per meter basis.
Built for: PRO CRM (UK Only)
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!
Energy Reporting: 01 Introduction
Presenting a brand new UtilityClick series of video shorts that we call: Reporting Drilldown.
In this prologue to our Reporting Drilldown series, we introduce you to our Dashboards and take a look at what makes them the best of the best:
Beautiful – We’ve worked really hard to make sure that our reports look great. It’s easier not to get bored with report after report if they look fantastic! Industry Leading – No system out there comes close to how our Dashboards can present data in a clean, simple and useful way. Intuitive – Each chart is interactive, helping you to drilldown to the dataset you require. Configurable – Need your own report? Need changes made to your reports based on specific requirements? No problem. Our reports can be amended on the fly to support your business. Simple – Reports are useless if they’re overly complicated. Whilst our 10 out the box reports are comprehensive, they have been built based on customer feedback to ensure they only present the most useful information.
Keep an eye on our website and social channels over the coming weeks for new “Reporting Drilldown” video shorts, as we’ll look deeper at: Sales Opportunities, Employee Performance, Customer Rankings, Managing Your Financials, and much more...
Can't wait? See our Dashboards in action today...
Further reporting reading...
Energy Reporting: 03 Carbon Reporting
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Energy Reporting: 02 Financials
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Supplier Integration with BG Lite and SP
Do you need access to BG Lite and Scottish Power?
Well now you can!
UtilityClick has teamed up with Tickd to offer TPIs access to both of these suppliers (read the article explaining our avo-lutely smashing partnership with Tickd).
The process is simple:
Sign up to the UtilityClick system
Run Tickd quotes alongside your standard quotes
Accept a BG Lite or Scottish Power quote through Tickd
The system will automatically push your request directly to Tickd. Simply sit back, relax and let PRO CRM do the rest.
Not signed up to PRO CRM yet?
Get in touch now to see what all the fuss is about.
Disclaimer
UtilityClick is, and always will be a Software Company. UtilityClick does not offer aggregator services and does not share in any commission splits. Tickd manage all aggregator services.