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Development of a Custom Integrated CRM/EPM System for Energy Sector Business Growth
  1. case
  2. Development of a Custom Integrated CRM/EPM System for Energy Sector Business Growth

Development of a Custom Integrated CRM/EPM System for Energy Sector Business Growth

wezom
Energy & natural resources
Business services

Identified Challenges in Managing Disparate Client Data and Business Processes

The client operates multiple companies within the energy distribution industry that currently utilize multiple separate software solutions, such as standard CRM platforms. This fragmented setup impairs operational efficiency, extends work processes, complicates access to unified customer data, and hampers effective customer service, sales, and marketing efforts. The client seeks a comprehensive, integrated system to streamline these processes, automate workflows, and enhance data accuracy and accessibility across all entities, especially amid ongoing business expansion.

About the Client

A rapidly expanding conglomerate managing multiple companies in the gas and electricity distribution sector, seeking to optimize client relationship management, sales, and marketing processes through a centralized, customizable CRM/EPM platform.

Goals and Expected Outcomes for the New CRM/EPM System

  • Create and maintain a centralized database for clients, contact persons, and contact data for quick, secure access at any time.
  • Standardize client interactions through clearly defined workflows and contact registration to improve service quality.
  • Enhance customer service quality and satisfaction, leading to increased sales efficiency and customer loyalty.
  • Optimize the utilization of marketing automation tools within the platform.
  • Provide high levels of customization to adapt the system to specific business needs and workflows.
  • Design a user-friendly interface with adaptable UI/UX tailored to end-user preferences.
  • Implement task creation, assignment, and tracking functionality for internal team management.
  • Ensure compliance with GDPR and NIST security standards to safeguard sensitive data.
  • Enable multi-tenant SaaS deployment within the client’s organization and facilitate subscription-based sharing with partner entities in the EU.

Core Functional Capabilities for the Custom CRM/EPM Solution

  • Unified client and contact database for centralized data management and quick access.
  • Standardized interaction workflows and contact registration for process consistency.
  • Customer service modules integrating communication history and support tools.
  • Sales and marketing automation features to enhance efficiency and outreach.
  • Task management module with creation, assignment, and progress tracking capabilities.
  • Flexible UI/UX design with customization options tailored to user roles and preferences.
  • Security features enabling GDPR compliance, data encryption, and access controls.
  • Multi-tenant architecture supporting deployment within the client’s organization and to external partners.

Technologies and Architectural Preferences for the CRM/EPM System

Java
PHP
Node.js
Modern cloud-based SaaS architecture
Responsive UI/UX design principles following Nielsen Norman Group standards and IBM design thinking methodologies

Necessary External System Integrations

  • Existing client databases and legacy systems
  • Marketing automation platforms
  • Security and compliance tools aligned with GDPR and NIST standards

Essential Non-Functional System Requirements

  • System scalability to support ongoing business expansion and multiple clients
  • High performance with fast load times and concurrent user support
  • Robust security architecture to comply with GDPR and NIST standards
  • Availability and reliability with defined SLAs
  • Flexibility for customization and UI/UX adaptation

Anticipated Business Benefits and Impact of the CRM/EPM Implementation

Successful development and deployment of the integrated CRM/EPM system is expected to centralize client data, streamline business workflows, and automate key processes, resulting in improved service quality, increased sales efficiency, and higher customer loyalty. It aims to support the client's expansion efforts, enable subscription-based sharing with partners, and ensure compliance with security standards, ultimately driving sustainable business growth.

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