MARKETING & SALES

Central and Standardised Customer Management: Our products in the sales area support mid- and upstream traders with their specific customer groups and products. EXXETA also has experience in setting up custom sales portals.

EXXETA Sales Manager is your central customer contact management system:

• Central administration of companies / locations / contacts
• Grouping, attribution of the above-mentioned data
• Use of data pool for integrated mass mailings and mail merge functions
• Administration of portal access rights and permissions (incl. authorisation control and mail despatch to login owners)
• Customer self-care functions to enrich data pool by web users
• Registration and activation processes
• Event-driven export to downstream systems

The systematic sale of specific products is simple with EXXETA Sales Manager:

• Creation and management of business partner data and contacts
• Management of customer contacts (creation of customer contact, task, reminder and follow-up functions)
• System-supported credit assessment incl. setting of credit limits
• Automated enquiry, offer and contract procedure based on standardised product categories and attributes
• Large number of pre-defined product categories (flat gas deliveries, pre-defined delivery schedule, flexible nomination-based deliveries, full-supply swing contract, residual supply swing contract etc.)
• Pre-configured price models (fixed price, index product, tranche model etc.)
• Parameterization of offers and automated generation of offers and contract documents via configurable text modules
• Dual control for role-dependent handling and release processes
• Transparent overview of customer cockpits and reporting functions
• Integration in standard office environment

• Customer information distributed at various locations can be managed and followed up centrally
• Modern customer contact management via Customer Self Care Portal
• A CRM system that can map the products of a mid- and upstream trader