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The trend towards a decentralized
power generation requires secure and standardized communication
between market participants.

Quotation and Contract Management

Commercial sales – achieving individuality and profitability through process management and integration

Account management in the energy business requires flexible service models and, when looking at customer price sensitivity, customized product offerings are essential. It is important to identify specific requirements, ensure contract profitability, and manage these processes efficiently over the entire customer life cycle. Targeted customer management and process optimization across all levels and organizational units down to procurement, process handling, and billing are the key factors for successful energy sales.

ConVista has many years of experience in business customer service and energy-related product structures and their integration in efficient processes. Our experts can provide consulting services related to the optimization of traditional sales processes, from opportunity to contract support, and on specifically energy-related sales topics such as load profile forecasts, price calculations, and portfolio integration.

A clear overview of the quotation pipeline status and the contract profitability, along with the integration of market and company information promote effective management. These status overviews, in combination with optimized processing times, serve to increase sales potential, as they are advantageous to customers and protect margins.  

  • Flexible customer service models
  • High level of automation along the entire process chain of quotation, contract, and customer management
  • Flexible pricing and safeguards contract profitability
  • Integration of middle and back-office tasks to ensure total process excellence
  • Realignment of the sales IT architecture