Software > Sales and Marketing > Customer Relationship Management (CRM) > audius:Energy for electrical enineering companies

audius:Energy for electrical enineering companies

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

Version:  2022

Compatible with
 
 
 
 
 
 
 
 

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

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

End-to-end internal process chains for all areas of the company

The software offers companies: processes for customer acquisition and order initiation, best practices for the conception and planning of the plants and the support of the assembly with field service. audius:Energy is a solution for the entire business areas of the company, with uniform data management and surface - not only internally, but also for installation and subcontractors.

Management, sales, service, planning and assembly: The internal process chains interlock directly, there are no redundant data and processes.

audius:Energy supports the three processes:

  • Marketing, sales, order initiation and order processing
  • Planning and execution of construction projects
  • Installation and service of the systems
Interfaces:
audius:Agenda - Schnittstelle zu Agenda Rechnungswesen
audius:BankClearing - SEPA-Schnittstelle
audius:DATEV - Buchungsassistent für Dynamics 365 Sales
Konnektoren Microsoft Power Platform
Functions:
Address and contact lists
Address duplicates
Address merging
Address management
Acquisition management
Quotation and order creation
Quotation generation
quotation management
Quotation system
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
Evaluation
Document version management
Document entry
Document layout
Document number
Document overview with status management
Document processing
User-defined database fields
Reports
Complaints
Inventory management
Order status
Business Intelligence (BI)
CRM
Cross-selling
Dashboards
DMS
Duplicate functions
E-mail invoice dispatch
Campaign creation
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 accounts
Customer communication
Customer data
Customer data import
Customer recommendations
Customer groups
Customer history
Customer-specific prices and article texts
Customer portal
Customer prices, sales discounts
Customer discount systems
Customer complaint
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
Price discount and rebate functions
Product content
Commissions
Discount types
Discount functions
Discount profiles
Blanket orders
Invoices
Invoices in PDF format
Invoicing
Complaint Management
Repair order
Serial and batch numbers
Mail merge and mailing
Serial letters
Mail merge functions
Service field service
Service calls
Service requests
Service orders
Master data management
Statistics
Status overviews
Quotation price control
Fault management
Subcontractor Management
Phone logs
Template management
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
Maintenance
Resubmissions
Workflow management
Time accounting rules
Central address management
Target groups
Target group marketing
Additional database fields
mailing addresses
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 5 users.

Price:
on request
More software of the manufacturer:
audius:Finance for financial service providers
aaudius:Software & Consulting for IT, software and consulting companies
audius:Seminar for training and seminar management
Contact information:
Manufacturer:
Contact
Frau Christina Schwarzer
+49 (0) 8654 4608 25
Links and contact:
Information
direct to webpage
Software exposé
request URL