Sales for the Energy Industry

CRM and digital sales processes that enable energy companies to get more out of every customer interaction

Beyond Tech digitizes sales for energy companies, from the initial inquiry to the offer and contract. Your team maintains an overview, identifies sales opportunities earlier, and gains time for personalized consulting.

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Challenges in Sales for Energy Companies

Today, sales in the energy industry involves much more than just tariffs. To successfully offer PV, storage, or e-mobility solutions, a clear view of customers and opportunities is essential.

Scattered Customer Data

Information is stored in billing systems, Excel spreadsheets, and inboxes. A complete picture is missing, and cross-selling potential remains untapped.

New Products, New Target Groups

PV systems, storage, or charging solutions target different customers than electricity tariffs and require a tailored approach.

No Pipeline Overview

Often, only individual employees know which offers are open and where follow-up is needed. Data for evaluations is laboriously compiled.

Digital Sales Solutions for Energy Companies

CRM for Energy Companies

All information about your customers in one place. Your team can see at a glance which contracts and products someone already has, which inquiries are open, and where an offer for PV or storage would be beneficial.

Campaign Management

Reach the right customers at the right time. Campaigns for new products and services run segmented and automated through the appropriate channels.

Lead and Offer Management

Inquiries are converted into deals faster. Whether via website, live chat, or appointment booking: every inquiry is recorded and tracked until the digital contract signature.

Sales Reporting

Up-to-date figures without manual compilation. You see how your pipeline is developing, where offers are stalled, and which measures are effective.

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What Our Customers Say

Netz Burgenland Digitizes Electricity Storage Registration Process

Increasing inquiries, a completely manual process, and high effort for customers and departments: Netz Burgenland needed a scalable solution. Together with Beyond Tech, a digital workflow was developed in three months that systematically records, automatically verifies, and makes registrations transparent.

„The collaboration with Beyond Tech was characterized by open communication and a shared focus on goals. The new digital process significantly streamlines operations and creates clarity for customers and our team.“

Ing. Günther Gmeindl

Head of Service Center, Netz Burgenland GmbH

Your Partner for Digital Sales in the Energy Industry

1

Consultation

Together, we gain an overview of your processes and requirements. This clarifies where digitalization will make the biggest difference for you.
2

Planning

Based on the consultation, we develop the right Solution for you and a clear implementation plan.
3

Implementation

We implement your Solution and integrate existing systems. Your team is continuously involved throughout the process.
4

Quality Assurance

Together, we test the Solution under real conditions before it goes live.
5

Rollout

We personally accompany your go-live and ensure a structured transition to ongoing operations.
6

Support

Even after the go-live, we remain by your side and continue to develop your Solution with you.

Frequently Asked Questions about Digital Sales in the Energy Industry

What is a CRM and why does an energy company need one?

A CRM is a central system for all customer data, inquiries, and sales processes. This means no more data silos, more targeted communication, and a complete overview of every customer, from initial contact to contract renewal.

How does Beyond Tech support campaign management?

We set up campaign processes that automatically segment your target groups and engage them through the appropriate channels, for example, when marketing new products or services like PV systems, electricity storage, or e-mobility solutions. This works for both B2C and B2B customers.

Can a CRM be connected to existing systems like SAP?

Yes. We connect your CRM with ERP systems, SAP, and other third-party systems. This brings together contract, product, and customer data, allowing your sales team to work with a unified data basis.

How long does it take to implement a digital sales solution?

That depends on the scope. Initial results are often visible within a few weeks. More complex integrations with existing systems are planned with you, transparently and in phases that do not jeopardize your ongoing operations.

Can Beyond Tech also integrate existing systems?

Yes. We integrate existing ERP systems, SAP interfaces, and other third-party systems so that your data is available where it is needed.

Get More from Every Customer Interaction

Tell us where your sales stand today and where you want to go. Together, we will find the right solution for your team.