One platform to automate energy and utilities workflows and CRM
Streamline utility operations, customer service, and asset-related processes with CRM automation for energy and utilities providers
Request Live DemoBusiness challenges we help solve
Zoo of systems
platforms and contact bases, lost of communication history, lost of clients, human factor
Long terms of automation
implementation or development can be measured by years
No segmentation and analytics
of products, customers to make personalized offers and data based decisions
No ability to scale
or customize current solutions for fast adaptation and changes
Business Goals we help to achieve
Scale operations and workflows
Expand your portfolio
Improve key performance indicators
Elevate your business in industry rankings
Grow energy & utilities organizations with Banza
-
Marketing
-
Audience segmentation and targeting
Build stronger customer engagement by grouping audiences based on usage, preferences, and history, and activating personalized messaging.
-
Multi-channel campaign management
Design and run personalized campaigns across multiple channels using customer behavior, service data, and location insights to drive engagement, retention, and loyalty.
-
Lead lifecycle management
Track, qualify, and nurture leads across multiple channels using personalized interactions to improve conversion and customer acquisition.
-
Marketing performance analytics
Analyze campaign, channel, and segment performance in real time to optimize marketing spend, targeting, and results.
-
Audience segmentation and targeting
-
Sales
-
Customer 360 management
Centralize all customer data — contracts, usage, billing, and personal details — to enable accurate, timely communications and more effective sales interactions.
-
Automated contract management
Automate contract creation, renewals, and notifications to reduce manual effort and improve customer retention across service plans.
-
Mobile field sales management
Equip field sales teams with mobile access to customer data and service history to improve visit planning and on-site sales effectiveness.
-
Upsell and cross-sell recommendations
Increase revenue by delivering AI-driven, personalized product and service recommendations tailored to each customer’s behavior and usage data.
-
Customer 360 management
-
Orders & Quotes
-
Product information management
Centralize and maintain accurate product and service data to support consistent sales, ordering, billing, and customer interactions.
-
Quote management
Streamline the creation of personalized, accurate quotes and service offers to accelerate sales cycles and improve customer engagement across all customer segments.
-
Order processing management
Centralize order capture, fulfillment, and payments to streamline operations and reduce manual effort.
-
Resource allocation management
Automatically allocate field staff and equipment to ensure optimal coverage based on order demand and availability.
-
Billing management
Automate billing processes to deliver accurate statements, reduce errors, and synchronize customer and usage data in real time.
-
Product information management
-
Enterprise Asset Management
-
Asset performance monitoring
Monitor and manage utility assets in a centralized workspace to reduce downtime and maintain optimal performance with real-time visibility.
-
Asset lifecycle management
Track utility assets across their entire lifecycle to improve planning, extend asset longevity, and support data-driven upgrade and replacement decisions.
-
Capital planning and budgeting
Use asset performance, maintenance, and downtime data to improve capital planning and support informed infrastructure investment decisions.
-
Vendor and contractor management
Monitor and evaluate vendors and contractors to ensure SLA compliance, reduce operational risks, and consistently deliver high-quality project outcomes.
-
Asset performance monitoring
-
Customer Support
-
Intelligent case management
Increase service efficiency by combining a 360° customer view, omnichannel communications, and AI-powered workflows in one unified environment.
-
Work order automation
Streamline operations by automatically creating, documenting, and assigning work orders based on incoming service requests.
-
Field service management
Optimize field operations by efficiently scheduling technicians, planning routes, and assigning tasks based on location, availability, and skills.
-
Customer self-service portal
Empower customers to independently resolve issues, find answers, and access FAQs through an intuitive self-service portal.
-
Incident management
Accelerate incident resolution and improve customer communications by centralizing incident, customer, and asset data in a single workspace.
-
Intelligent case management
-
Compliance
-
Customer data privacy management
Protect customer data and ensure ongoing compliance with privacy regulations through centralized data controls and secure storage.
-
Centralized document management
Maintain a single, structured repository for operational records, certifications, and reports to streamline access and compliance.
-
Compliance reporting management
Automate the creation of regulatory and compliance reports to meet safety, environmental, and energy efficiency requirements.
-
Internal audit management
Centralize and manage internal audit processes to ensure compliance, reduce risk exposure, and improve operational performance.
-
Legal operations management
Streamline legal operations by standardizing documents, coordinating stakeholders, and automating legal workflows.
-
Certification development
Centralize certification workflows, documentation, and approvals to maintain regulatory compliance and reduce operational risk.
-
Customer data privacy management
-
Employee experience
-
Employee lifecycle management
Centralize HR processes and data to manage the full employee journey from hiring to exit with clarity and consistency.
-
Request management
Enable a single, intuitive system for managing all employee requests, from leave and travel to expenses and internal services.
-
Development and training
Streamline employee training by automating scheduling, tracking progress, and ensuring compliance with mandatory certifications and regulatory requirements.
-
Employee communication management
Streamline internal communications and data flows to improve audit accuracy through automated workflows, real-time reporting, and a single source of truth.
-
Employee lifecycle management
Ready-to-use products for your business acceleration
Discover more
Customer success and genuine care
Schedule your guided Banza demo now
Request a free demo to see how BANZA can help your business transform and scale.
Request Live DemoLoyalty
Аutomation of loyalty
programs of any complexity
Chatbot constructor
Smart chatbot designer for 24/7 service for your customers
Corporate Lending
Intelligent product for corporate and SMB lending process acceleration