- Overview
- Customer Acquisition
- Sales Web Interface
- Commissions
- Orion CIS
- Utility Billing
- Interfaces
- Credit Management
- Automation
Orion Customer Acquisition
The Orion online sales web interface (SWI) allows prospective customers and external sales people to generate instant quotes. The SWI provides an interactive on-line option for utilities to promote their products and services.
Key features include:
- Secure login for external sales agents
- Online capturing of prospective customer information
- Customisable campaigns and products differentiated by each customer segment
- Online viewing and instant emailing of quotes
- Quote tracking and management
- Customisable site skinning to match corporate branding standards
The Orion commissions component allows commissions to be dynamically calculated based on the performance of individual salespeople, sales departments, or both. A large number of variable commission factors can be used to create a comprehensive commissions structure.
Key functions of the commissions component include:
- Configurable sale, winback and lead commission structures
- Configurable department, team leader and sales agent commission structures
- Commission clawback management
- Commission payment management and reporting
General Features
Orion manages prospects in the same database as customers, accessed by the same intuitive interface and putting all the relevant quotes and documents at the users' fingertips.
Key functions of the prospecting module include:
- Adding prospects individually or loading in bulk from an external file
- Issuing quotes and tracking quote status
- "Washlists" to prevent unwanted marketing
- Upgrading prospects to customers
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