The application automates much of the sales functions and processes for teams such as the commercial and industrial managers, sales staff, risk managers, pricing analysts and legal teams. PDM automatically prices every energy deal based on pre-defined pricing models. Other benefits of the system include:
Allows sales staff to only change profit margins and not the underlying quoting and pricing
Full user management, security and authentication to manage users, customers and quotes online
Legal and contract management to automatically generate sales contracts
Customisable workflow and upload of pricing files, including forward curves, renewable energy pricing and historical pricing information
Ability to track the contract approval process as it proceeds from the salesperson, through your specific approval processes all the way to management sign-off
The Power Deal Manager base module requires some installation and configuration to suit the precise needs of each customer. The best way to determine this requirements is with a video-conference or face to face chat.
For a full product feature list, or to request a demo, please contact us.