Energy Reporting: 01 Introduction

Further reporting reading...

Goodbye Ugly Reporting

Hello Clarity! Welcome to reporting with a bit of “OH ME, OH MY!” Why are so many…

Read More


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.

Arrange A Demo

Not signed up to PRO CRM yet?
Get in touch now to see what all the fuss is about.


Development Update - October 2021

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!


Development Update - September 2021

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

Add Annual Difference Percentage to Input Prices

When viewing comparable prices to the current contract (in Input Prices), we've added a % breakdown of the difference to complement the monetary difference.

Built for: PRO CRMPRICED

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

New Dashboard Improvements

We told you last month about the monumental upgrade we've been making to our reporting. We continue to refine these reports and have begun the process of switching these on for an initial select group of customers.

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:





    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...

    Development Update – September 2022

    September 2022 was a big month on the dev team but it was particularly busy for those…

    Read More

    Development Update – August 2022

    Of particular note, we've added what we believe to be a game-changing gas lookup tool…

    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...

    Development Update – September 2022

    September 2022 was a big month on the dev team but it was particularly busy for those…

    Read More

    Development Update – August 2022

    Of particular note, we've added what we believe to be a game-changing gas lookup tool…

    Read More


    Development Update - July 2021

    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...