- EXXETA
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- Industries
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- Energy
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- 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
Your benefits
- 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