Software > Sales and Marketing > Customer Relationship Management (CRM) > audius:Energy for power engineering companies
Solution for sale, customer service, planning, installation of power generation products

audius:Energy for power engineering companies

Solution for sale, customer service, planning, installation of power generation products
 
 
 
 
 
 
 
 
Information

Clear and streamlined processes in the areas of sales, customer care and field service

The software is based on audius' expertise in the areas of sales, customer service and field service, implemented on the basis of Microsoft Dynamics 365. The industry solution enhances the standard with best practice processes and industry-specific workflows: in this case, the specific requirements of energy technology companies for offering products for renewable energies and services for their installation, service and maintenance.

Consistent internal process chains for all areas of the company

The software offers companies Processes for sales opportunity management and order processing, best practices for the design and planning of systems and support for installation with field service. audius:Energy is a solution for the entire business areas of the company, with standardized data management and interface - not only internally, but also for installation and subcontractors.

Management, sales, service, planning and installation: the internal process chains are directly interlinked and there is no redundant data or processes.

audius:Energy supports the three processes:

  • Marketing, sales, order initiation and order processing
  • Planning and execution of construction projects
  • Installation and servicing of the systems

Interfaces:

audius:Agenda - Schnittstelle zu Agenda Rechnungswesen
audius:DATEV - Buchungsassistent für Dynamics 365 Sales
audius:SEPA - Schnittstelle für Bankeinzug
Konnektoren Microsoft Power Platform

Target groups:

Suppliers of energy technology with products for renewable energies and services for their installation.

The minimum number of users for the implementation is 10 users.

References:

Naming of references and contact persons on personal request from the manufacturer.

Contact information:
Ms. Christina Schwarzer
+49 (0) 8654 4608 25
Links & Downloads:
Request software exposé and further documents (2)

Functions (excerpt) of audius:Energy for power engineering companies:

Address and contact lists
Address merging
Address management
Acquisition management
order creation
Quotation generation
quotation management
Quotation prices
Views
Contact persons
Work order planning
Work order management
Working time management
Archiving
Article, customer and invoice numbers
Task management
Listing of customer purchases
Order status tracking
Order processing
Order acceptance and order booking
Order processing
Order data
Order management
Order status
Order tracking
Analysis
Document version management
Document entry
Document layout
Document number
Document overviews
Document processing
User-defined database fields
Report management
Complaints
Inventory management
Order status
Business Intelligence (BI)
CRM
Cross-selling
Dashboards
DMS
Duplicate functions
E-mail invoice dispatch
E-Mail dispatch
Label printing
Invoicing
Fixed prices
Financial accounting interfaces
Area marketing
Geographical display
Google Maps integration
Large address quantities
Group booking rates
Group structures
Maintenance
Inventory lists
Inventory
Calendar and appointment management
Campaign management
Competitive products
Contact management
Contact persons
Contact planner
Customer and sales data analysis
Customer communication
Customer data
Customer data import
Customer recommendations
Customer groups
Customer history
Customer-specific prices and article texts
Customer accounts
Customer portal
Customer prices, sales discounts
Customer management
Inventory management
Lead management
Delivery addresses
Delivery addresses
Supplier management
Lifecycle History
Dunning
Mailing functions
Mobile data collection
Assembly processing
Price-quantity scales
Pricing
Price groups
Price lists
Product content
Commissions
Discount system
Discounts
Discount profiles
Framework Agreements
Invoices
Invoices in PDF format
Invoicing
Complaint Management
Repair order
Serial and batch numbers
Mail merge functions
Service field operations
Service calls
Service requests
Service orders
Master data management
Statistics
Status overviews
Fault management
Subcontractor Management
Phone logs
Date-related price changes
Scheduling
Ticket creation
Ticket processing
Sales statistics
Variant management
Sales opportunity management
Sales statistics
Sales controlling
Sales functions
Sales call planning
Sales employee management
Template management
Maintenance
Resubmissions
Workflow management
Time accounting rules
Central address management
Target groups
Target group marketing
Additional database fields
mailing addresses

Price

on request

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
no
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
for a fee
Customizing:
possible for a fee
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
for a fee
Installation support:
for a fee
Documentation:
Online Help, Technical documentation
Dialogue language(s):
English, German
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win 8
Win 7
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
data storage medium:
DVD
CD-ROM
Download
Flash memory

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audius:CRM – the cross-functional standard software
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audius:Seminar for training and seminar management