Twas The Week Before Christmas
Before you go, grab a...
Free Coffee
(a small gift from us to you)
In this world of climate change and endless landfills, we thought it prudent not to send a physical version of our Christmas card this year.
Instead, we’d like to invite all our friends in the energy industry to a cup of warm Christmas coffee on us.
Simply fill out the form below and we’ll email over a gift card to redeem at your local Starbucks coffee house.
Disclaimer
This offer is open to UK and USA residents only.
Your data will only be used for internal purposes and NEVER sold or supplied to a third party.
To ensure fairness we are limiting this promotion to employees of the energy management and energy procurement industries. For verification purposes, please use a company email associated with the energy industry. We may contact you directly for verification.
We reserve the right to remove this promotion at any time.
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 our UtilityClick modules (like Procurement or Leads) and push results directly back into your CRM. Or your CRM can RESPOND directly to UtilityClick by pushing data to be processed with our powerful tools.
(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...
Nothing found.
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.
Development Update - October 2021
This month:
This month's Development Update has taken a slightly different shape from the norm. We have the usual lowdown of what the team has been up to but we're also delighted to announce a jam-packed bonus box of items for the PRO CRM.
These are items that have been developed previously but have never been deployed across the board. Most have come directly from customer requests. There's some big, some small, some with niche uses, and some broad.
Check it out below, together with the other bits and bobs that have taken our focus in October.
A Jam-Packed Bonus
Our Sales director Andy, has put together a whirlwind recorded demo to take you through each bonus item. Check out the video by clicking the banner below.
Built for: PRO CRM
What's in this bumper jar? Default User Filter to be My Users. An extension to Analytics that allows employee payments to be calculated, exported and marked as paid. The ability to highlight a "Decision Maker". Quickly log the result of a call. Automatically mark all Meters within a Site as inactive when making a Site inactive. A new Fixed Fee Commission Type. The option to configure Gas Seasonality. Bill Validation in the Customer Portal. Added adjustments by Consumption View.
Additional Payment Terms
This feature has been hotly requested from our US customers but is also available across the pond. We now have four additional payment terms to select from: Live Split & Arrears, Signed Split & Arrears, Total Sign Annual Remainder, and First Year Sign Annual Remainder. Contact your account manager to explore the differences and discover how you can best utilise these payment terms.
Built for: PRO CRM
Other bits and bobs...
We've also added the following other bits and bobs...
Speed improvements on Imports
We've rewritten the import module for Quotes, Meters and Sites using pure SQL code. This means imports will now complete much faster.
Built for: PRO CRM
Speed improvements on Sales Exports
Just like the Sales imports mentioned previously, Sales exports have also been rewritten using pure SQL to provide further speed enhancements.
Built for: PRO CRM
"Date Created" added when Creating A Customer
The system can now record and present a "Date Created" value that details when any lead or customer was created (either manually or via bulk upload).
Built for: PRO CRM
Supplier Insights Dashboard Improvements
Supplier Insights has been updated to allow for better tracking of performance and to see the effects of adjusting matrix and bespoke pricing.
Built for: INSIGHTS
"Out of Date Badge" Improvements
Our system already displays a handy "Out Of Date" badge on quotes if the pricing previously generated is no longer current. The logic for this has been improved to notify users of further instances where pricing is out of date, such as when flat files have been completely removed.
Built for: PRO CRM
UI Improvements for USA Usage
Our usage module allows you to enter an absolute consumption value over a period of time for any given site. We've added the ability to add an 'End Date' to any inputted usage data. This helpfully defaults to the end of the month.
Built for: PRO CRM (USA Only)
Option to use Financial Reconciled data when reporting
A tick box has been added when reporting financials called "Reconciled". When ticked, the forecast and actual figures are presented based on the figures from the Financial Reconciled dashboard report, not the Financial Report (which is used by default).
Built for: PRO CRM (USA Only)
Prevent Duplicate Reference Numbers
Many customers utilise the reference numbers that are automatically assigned to Leads/Customers, Tenders, Quotes etc. Previously it has been possible to obtain duplicate values across different types (e.g. A quote and a tender could have the same reference). We've now added an alpha prefix to each one to ensure EVERY reference is unique.
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!
Bill Val: A Big Box Of Upgrades
BILL VAL just received a big box of upgrades and it’s only going to get better.
At the beginning of 2021 we released Phase I of our new Bill Val product and we were rather delighted by the response. We received some brilliant feedback and since then we’ve been developing many of the requested features.
Remind me again...
What does it do?
We’ve designed it to be as simple as possible – It’s a tool that allows you to upload bill data files direct from the supplier straight to our system. Once uploaded our system systematically examines each entry to ensure it’s correct.
In short, it enables you to give your clients peace of mind that their bills are thoroughly checked prior to payment.
Tell me then...
What's new?
The most significant improvement we’ve made is to the upload process. No longer will you have to ensure you have the right datasheet format for the right supplier. We’ve developed one magic generic template that will work no matter the supplier or their format.
Additionally, we’ve made the system much easier to use. The error messaging has been drastically improved, meaning that if the system does spot a problem it’ll be instantly apparent where and why.
Wait, there's more!
This is by no means the end of our Bill Val product improvements. Sign up for a demo below. We’ll take you through the recent improvements and discuss the raft of additional improvements we’ll be releasing over the coming months.
Development Update - September 2021
This month:
If we had to pick one word to describe this month, it would be "BUMPER".
Back in the summer months, we reported that our dev team had expanded and the new recruits were busily finding their way around our code. Now, looking back over this month's releases, it's truly apparent how much we've benefitted from these extra adept pairs of hands.
We can't detail every release here for risk of this article becoming a book but our amazing team has completed circa one hundred system improvements over the last 30 days. Astonishing.
Below we've picked some of the headline features to tell you about:
Effortlessly Recycle Dead Leads
We know that today's dead leads can be potentially valuable leads tomorrow. Unfortunately, they can be easily forgotten and fall off of your prospect list. With this new feature, you can now recycle these leads back into any team member's lead list. Within the Leads section, simply click the "Bulk" dropdown and select "Recycle Dead Leads" to begin the transfer.
Built for: PRO CRM
Add TPS or CTPS Information
This new feature will ensure you don't contact customers who have enrolled on to TPS (Telephone Preference Service) and CTPS (Corporate TPS) schemes. You can now import this information or update it directly within the system. As CTPS requires annual renewal, this information will helpfully expire after 12 months.
Built for: PRO CRM (UK Only)
Other bits and bobs...
We've also added the following other bits and bobs...
Auto Set Persistently Uncontactable Leads To Dead
When a Customer 'Calls Made' reaches 5, the system will now automatically change the lead status to 'Dead' with a reason of 'No Contact'.
Built for: PRO CRM
Account Phase Type Added
US Customers can now choose an Account 'Phase' type when adding account information for interval electric accounts.
Built for: PRO CRM (USA Only)
Improved Error Messaging with Data Imports
Previously importing payment files with an incorrect unit of measure would result in an unhelpful generic error message. We've updated our error messaging to help you drill down to any potential unit of measure error.
Built for: PRO CRM (USA Only)
Show 'Snapshot' for Customers
We have a rather useful screen in our PRO CRM that gives a quick snapshot of your 'Lead' information. We've enabled this view so you can now see snapshot information on 'Customers' too.
Built for: PRO CRM
Helpful Redirect After Adding a Lead
We're striving to make our system as efficient as possible. As such we've made an important UX change when adding a new lead. Post lead creation you'll now be redirected to that leads details page.
Built for: PRO CRM
Streamlined Pricing Request Process
We've streamlined the process when creating a new Matrix/Custom request. Now, when you've added your meter(s) to your request, you can select to "Save & Price" the request immediately if desired.
Built for: PRO CRM
New Expected Commission Rate
We've updated our reporting to now show you the 'Expected Commission Rate' on consumption requests.
Built for: PRO CRM (UK Only)
DC/DA Eligibility
When editing/adding individual sites (or uploading in bulk), you can now record if any given meter has DC/DA eligibility
Built for: PRO CRM (UK Only)
Customer Name Added To Detailed Quote Export
We've updated our 'Detailed Quote' export (found under Partner > Procurement > Input Prices > Quotes), so that it now includes parent and child customer information.
Built for: PRO CRM (UK Only)
Supplier Insights Dashboard
We've revolutionised the dashboards of our Supplier Insights product to include the same cutting-edge technology found within our PRO CRM product.
Built for: INSIGHTS
BILL VAL Error Reporting
BILL VAL now offers considerably more feedback when uploading files to be validated. We'll release further information around a huge BILL VAL update shortly.
Built for: BILL VAL
Fixed Fee Commission Type
For manually-added quotes (for both Matrix and Bespoke) you can now add a fixed fee standard payment to a contract.
Built for: PRO CRM
API Event Emitter
We've added a hidden layer to our software that will allow for any number of third party APIs to communicate with it. Stay tuned for some exciting integrations over the coming months.
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!
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?
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