The Utility CRM System (UCRMS) is a comprehensive solution for the utility industry that provides the tools and resources to better manage community relations, government affairs, economic development, media relations, and corporate sales. UCRMS was built on top of SalesLogix, a market leading CRM system widely acclaimed for its ease of use and flexibility, giving users a wealth of CRM features in addition to the customizations specific to the utility industry, including: communications/mail merge, integration with Microsoft Outlook, attached documents, library/ repository, calendar, back-office integration, reporting with Crystal Reports, and dynamic queries/lookups.

Intuitive User Experience

UCRMS gives users easy access to data, allowing them to view detailed information pertinent to an entity (such as a community) on a single screen without numerous pop-ups or drill-downs that plague most other CRM applications. Navigation through records uses actions familiar to every user, and most functions are accessible from either the keyboard or mouse.

Record Critical Communications

UCRMS allows users to send personalized letters and emails to contacts and store them in the database. Additionally, UCRMS integrates seamlessly with Microsoft Outlook, giving users the ability to save both inbound and outbound emails (including attachments) in the UCRMS database from within the Microsoft Outlook application with no extra mouse clicks.

Insight for Informed Business Decisions

UCRMS provides the insight for informed business decisions through advanced query and reporting capabilities, giving management instant access to data that used to take days to compile (such as the sum of investments given to a particular community or government official over a specified period of time). Most information can be retrieved from the database and exported to Microsoft Excel without writing reports, saving time and money. But if reports are necessary, rest assured that the latest reporting technology is included and integrated with UCRMS.

Powerful Customization

As businesses grow and change over time, they need software that can grow and change as well. Customization tools are available for UCRMS that allow customization of all aspects of the system — database, user interface, business logic, and system integration. Unlike other CRM systems that limit the amount of customization possible, there is virtually no limit to what can be done with the customization tools for UCRMS.