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
Vertrieb
+49 8654 4608 25
Links & Downloads:
Request software exposé and further documents (2)

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

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

Price

on request

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
yes
AI Supported:
yes
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 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:Finance for financial service providers
audius:Seminar for training and seminar management
audius:Event for Event Management
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audius:CRM – the cross-functional standard software