Poll: What Do You Want Next?

Brokers – You told us that having suppliers inform you if they were participating in your pricing request would save hours of admin.

Suppliers – You told us that having the ability to notify brokers efficiently on your intent to price would help build a better broker relationship.

When we released this feature earlier in the summer, it went down a storm. So…

Brokers & suppliers, what would you like next?

Complete our short poll and help shape the next big advancement within our Supplier PORTAL.

Please select one option for each question:





    We Wanted To Say Thank You

    We’re thrilled to announce the launch of our new Dashboards module and it’s all because of the great feedback we’ve received from brokers like you.

    With our new Dashboards module, our reports now look and feel great. They’re also customisable to your requirements. You could say that they're the perfect icing on the cake pie.

    Here's a recap of the other incredible features our system already offers:

    • Instant Matrix Pricing
    • Custom Pricing
    • Portfolio Management
    • Task Management
    • Lead Management
    • Make and Monitor Outbound Calls
    • Commission Forecasting & Reconciliation
    • Employee and Referrer Payment Profiling
    • Your Own Branded Customer Portal
    • DocuSign Integration

    ...And much much more!

    Interested in seeing what takes our CRM reporting to the next level?

    Other articles...

    Poll: What Do You Want Next?

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

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    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


    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


    Elon, Cybertrucks & Supplier Links

    Your Supplier Journey, Does It WORK?
    Elon Musk shows us that it can.

    Elon is a clever man. He didn’t invent trucks. Of course he didn’t. They’ve been around for quite some time. So how do you go about revolutionising the truck sector? Well, quite simply, you make it better.

    The reason that Tesla has over 1 million truck reservations isn’t just down to its environmental benefits. Here are the big three reasons people are reserving the Cybertruck:

    1. Looks – quite the head-turner isn’t it? Who wouldn’t want to drive a truck that makes you look like Batman!
    2. Brand – it’s fair to say that it’s pretty cool to drive a Tesla. They are innovators, forward thinkers and always pushing the boundaries.
    3. Potential – want to go on a journey reading a book whilst your car/truck drives autonomously? Want your car/truck to be fixed through a WiFi patch update rather than at a garage? It’s fair to say that it’s more likely to happen sooner with Tesla than it is with Ford.

    Why is this relevant to the energy sector and the supplier journey?
    Well, there are providers out there that offer integrations between supplier and TPI. They’ve been around for a few years. But now UtilityClick has entered the space to make the process smooth, efficient and better!
    Our supplier integrations create true automation between suppliers and TPIs, dramatically reducing the cost to serve for both parties.
    Dare we compare ourselves to Tesla?
    Why Not!...
    1. Looks
    Our TPI Pro CRM and Supplier Portals have been built on cutting edge technology, creating beautiful front-end applications with primary attention placed on user experience.
    2. Brand
    We’ve got a great track record in not only building industry-leading software solutions but also building them quickly.
    3. Potential
    We develop quicker than anyone else in the industry. And with our focus now firmly on TPI/supplier integrations, full automation is on the horizon!
    Are you as excited as we are on the future of automation between TPIs and suppliers? Get in touch if so! The only main drawback, we have an Andy, not an Elon. Don’t let that stop you though!

    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

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      Development Update - July

      You may have seen from social media that UtilityClick has been growing significantly. Here on the dev team, we're happy to say that this expansion has also bled over into our department, as this month we welcomed two new senior .Net developers.

      It's been an enjoyable few weeks getting them up to speed and they'll soon be ready to be let loose on the big projects.

      Whilst they get up to speed with the system, we've been working hard on a particularly meaty assignment - upgrading our dashboards and reporting. It's really exciting to see it develop but it's not quite ready to be pushed for release just yet. There's been plenty of development on other fronts though; read on to see what we've released in July...

      Meter Lookup With MPAN

      We've added the ability to search for a site or meter location by MPAN. The whole process has been completely streamlined allowing you to now use either a postcode or meter. Once located, you can add the site directly from the search results. Watch a quick video on it here.

      Built for: PRO CRM (UK Only)

      Authenticate With Microsoft

      We've added an optional extra so that teams can now authenticate to the majority of our services via an existing Microsoft login and password. Authentication changes to your account will require setup time so please speak to your account manager and we'll schedule a future date & time.

      Create Commission Overviews

      Previously when adding a new supplier you would need to add your own Commission Overviews for each addition (the commission overview section is where our customers upload commission information). Now, if you visit Analytics > Commissions > and click the "New Entry" button, there's a new option labelled "Create Missing Commission Overviews".

      Built for: PRO CRM

      Other bits and bobs...

      We've also added the following other bits and bobs...

      Improved History Logging For Contract Live Dates

      Within your CRM PRO there's a history log of what's been changed by your team. We've expanded the logging within the contract details view, so amendments to live dates (via the termination and registration tab) are now recorded.

      Built for: PRO CRM

      Hide Annual Cost/Diff in PDF Quotes

      An optional feature has been added to allow "Total Cost" and "Annual Diff" columns to be hidden when generating a PDF from an Instant Quote. This option can be turned on so that admin users are able to control its visibility within their account (under Admin>Settings).

      Built for: PRO CRMPRICED+

      Flat File Version Visibility

      Admin users can now see the Flat File version information that's being used to generate pricing. Useful for understanding when prices were last updated.

      Built for: PRO CRMPRICED+

      Add New Capacity Charge Type (£/kva/day)

      Some suppliers (e.g. Npower) include a capacity charge in units of £ kVa/d. We've now included this value so it's visible and exportable in our quoting tool.

      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!


      The Perfect Duo? Avo-lutely!

      Create your own energy price comparison website through Tickd, then manage it all through our industry-leading CRM system. Integrate your own supplier relationships or push contracts through Tickd’s panel of suppliers.

      Arrange A Demo

      Guac can it all do?

      Key Features:

      • Allow your customers to generate their own quotes.
      • They choose a deal that suits them.
      • Contracts signed, all online.
      • Combine with your own special pricing.

      • In-built credit referencing process to ensure quotes are pre-qualified.
      • Can be adapted to a telesales journey.
      • Track, Convert and Report from one CRM system.

      Register Your Interest Below...



        Development Update - June

        June has most definitely been a 'SPEED' month here on the dev team.

        We love these tasks - they're not necessarily about adding a new feature but finding creative ways to make a process quicker.

        When looking to subscribe to a new software package, primarily you're looking to see if it does A, B or C. However the often-forgotten element is: How quickly can it do A, B or C? If your software is slow, it not only adds time to a task, but breaks your rhythm too.

        Read on to learn how we've engaged the afterburners for our users by adding bulk management tools and adapted the way our system exports data.

        Speedier Data Exports

        If you have a lot of data loaded then system exports can take a long time to be ready. We've rewritten each module using pure SQL code, which means requested exports will now complete much faster.

        Built for: UKUSA

        Bulk Reassigning Customers

        We realise the unnecessary admin required if you need to make wholesale changes to a customer. We've now made it super easy for you to bulk reassign customers based on changes to your team.

        Built for: UKUSA

        Other bits and bobs...

        We've also added the following other bits and bobs...

        "Business Type" added to Data Export

        A new column has been added to Sales Export to help differentiate between Custom/Bespoke and Matrix opportunities.

        Built for: UKUSA

        New "Lost" Status

        When managing your Pipeline and selecting a deal status of "Lost Contract" - a new "Duplicate" option can now be selected for "Reason for Loss".

        Built for: UKUSA

        Scottish Power Pricing Zones Updated

        We fixed an issue with Scottish Power pricing where gas quotes needed amending depending on Zone Type.

        Built for: UK

        Verbal Script Commission Warning

        We've added an optional feature when generating a verbal script. You can now prefix a script with an additional disclaimer, explaining the process of adding a commission rate to any deal.

        Built for: UKUSA

        "Referral Partner" field added to Customer template

        When bulk uploading customers you can now include a "Referral Partner" that will subsequently be shown within the system. Download the latest customer template from your Admin area to use.

        Built for: UKUSA

        MAKE SITES / METERS INACTIVE WHEN CUSTOMER IS MADE INACTIVE

        Currently, making a customer inactive does not automatically make associated meters inactive. This optional feature will ensure that any sites and meters associated with an inactive customer are also set to inactive.

        Built for: UKUSA

        Non-UC Admins Can Delete Failed Imports

        User levels below Admin are now able to remove any failed data imports.

        Built for: UKUSA

        Improved Referral Partner Export

        We've sped up your workflow by allowing the month and year fields to be left blank when running a "Referral Commissions" export. If left blank all available data will be exported.

        Built for: UKUSA

        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!