Gas, Energy & Utility services

Gas, Energy & Utility

We help Gas, Energy, and Utility companies manage and streamline their processes for improved efficiency and increased cost savings.

Gas, Energy & Utility
CX & CRM Implementation

Gas, Energy & Utility CX & CRM Implementation

Gas, energy, and utility companies are coping with the continuous fluctuation in oil prices in the market, requiring them to continuously improve their processes for greater efficiency and more cost savings.

With our proven track record, PositiveEdge has helped institutions in the gas, energy, and utility industry by building solutions that have enabled the following organizations to stay ahead of the competition:





Standardized contact/account
management systems

Enabled mobile information access (online/offline access via smartphones, tablets, laptops, desktops)

Enabled shared customer intelligence (information sharing across departments/divisions)

Embedded business intelligence, real-time dashboards, query analytics, key performance indicators and customizable reports through Business health dashboards

Standardized data storage for analysis, forecasting, evaluation, adjustment through data-driven resource management

Integrated Sales with Marketing: lead-to-capture lifecycles, the focus of effort, campaign planning, opportunity positioning

Automated lower value tasks: contact tracking, auto alerts/notifications, Outlook/Office integration


Implemented Dynamics CRM platform and solution at PG&E for the EGI (Electrical Generation Interconnections) group

Enabled the deployment of the following business processes: Users access CRM from inside Microsoft Outlook that allowed them to track ongoing activities and associate them with projects

Built a real time interface between PG&E’s SAP application
and Dynamics CRM


Managed Designated

Automated Designated
Consumers targets

Managed Audit through Dynamics
CRM and E-filing Portal

Automated and managed Energy Auditors and Energy Managers’ activities

Managed Designated Consumers Energy Savings Certificates and integration with Energy Exchange

Automated workflows and reminders for audit, e-filing reports, activities, etc.


Provided a 360-degree view of the property and the customer

Enabled integration with AXAPTA to automatically manage invoicing and collections based on property

Enabled integration with SharePoint to manage the documents

Streamlined the case management

Automated the generation of

Provided better insight into data through real time dashboard/reports

Automated workflows and


Created a single integrated system for various customer interactions across all the customer facing departments of T&C

Enabled the auto-creation of
campaigns for Marketing

Enabled tracking of all activities with the stakeholders in an effective manner

Enabled SLA tracking and

Implemented the creation of multiple versions of quotations and subsequent conversion to orders

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