Cargas Announces Revolutionary Integration Between Cargas Energy and CRM Software
Lancaster, Pennsylvania – July 27, 2017 – Cargas Systems, a leading provider of fuel delivery software, mobile technology, and customer relationship management (CRM) software, announced today a major milestone in the evolution of Cargas Energy Software, releasing a new version of Cargas Energy that integrates with CRM software. The new version integrates with both Microsoft Dynamics 365 CRM and Salesforce, allowing fuel companies to automate, streamline, and improve Sales, Marketing, and Customer Service functions. Cargas Energy is the industry’s first solution to provide this integration.
Supporting Growth in a Competitive Market
The energy industry is becoming increasingly competitive. Fuel dealers are looking for more creative and strategic ways to leverage new sales opportunities and retain their existing customer base. The integration of Cargas Energy and CRM software allows companies to fuel growth by approaching Sales and Marketing in a way they never have before.
“Cargas strives to form a partnership with our customers, and we are truly invested in their long-term success,” said Aaron Cargas, VP of Marketing and Product Development. “We believe this integration demonstrates our commitment to customer growth by providing fuel companies with a resource for efficiency and cost reduction through our energy software and a resource for growth opportunities, customer retention, and revenue generation with the CRM integration.”
Many fuel delivery companies struggle to capture sales opportunities and leverage them for businesses growth. With CRM integration, not only is this information captured in one central database, the software can automatically execute tasks based on the information entered.
“Automated actions are a major benefit of this new integration, allowing companies to streamline workflow and avoid duplicate or manual tasks,” said David Packard, Cargas Systems CRM Consultant. “For example, when a prospective customer completes a form on a company’s website, the CRM system can automatically generate an opportunity record for that customer. Not only that, the CRM system can assign the opportunity to a sales representative and send him a corresponding notification. If the sales rep closes a sale with that customer, the customer information will automatically move from the CRM system into Cargas Energy, creating an existing customer record.”
In addition, the real-time flow of information between the two programs allows sales representatives to capitalize on opportunities identified by customer service representatives or technicians and vice versa.
“On a service call, a technician may note that an existing customer has an outdated water heater. He can note this in Cargas Energy while still in the field, triggering a notification to go to a sales representative through the CRM system,” said Packard. “Similarly, a sales rep’s notes entered in CRM about a prospective customer will be visible to a customer service representative working in Cargas Energy, so the CSR can facilitate the sale if the prospective customer calls in. It’s a great way to leverage information across departments to capitalize on sales opportunities.”
Along with enhanced sales capabilities, the CRM integration allows companies to evaluate existing customer data like never before. While Cargas Energy has always had the capacity to store existing customer information, the CRM integration will allow this information to be filtered into lists for targeted marketing campaigns or up-selling/cross-selling opportunities. For new opportunities, the CRM system can automatically kick off nurture campaigns to feed information to prospective customers.
“Porting existing customer information from Cargas Energy to CRM allows the information to be sorted by any number of criteria like geographic location, service contract expiration date, or last fuel delivery date,” said Packard. “Once you generate a list of customers through a search, you can tailor messages that speak directly to their needs. For example, you might search for customers with service contracts expiring in the next six months and send them an email offering a discount for contract renewal by a certain date. It allows you to get creative with your marketing strategies and create targeted campaigns that will truly resonate with your customers.”
Improved Customer Experience
While the integration of Cargas Energy and CRM provides countless ways for fuel companies to grow by enhancing and streamlining their internal processes, it also provides an opportunity to improve customer experience.
“The integration results in one record for each customer, meaning everyone companywide shares the same information about that customer,” said Packard. “This shared awareness helps drive knowledgeable conversations with customers, making them feel confident that the fuel company knows them and understands their needs. The automation of customer follow-up means companies can consistently check in on customer experience and receive feedback about their performance.”
Availability
The new CRM module is now available for purchase, with integration to Cargas Energy 2017 SP1 HF1.
To learn more about the new Cargas Energy/CRM integration, please visit cargasenergy.com/crm.
About
Cargas is an employee-owned business software and consulting company specializing in the following areas: Cargas Energy mobile and back office software for fuel delivery and HVAC service companies, Intacct® cloud accounting, Microsoft Dynamics™, and custom software solutions.
Established in 1988, Cargas fosters a unique culture of employee ownership, shared values, and a commitment to excellence. This is evident in the company’s quality of service to customers, commitment to teamwork, and recognition as one of the Best Places to Work in PA for eleven years.
For more information about Cargas Energy, visit cargasenergy.com.