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With BE-terna’s industry solution for the energy sector, you increase your efficiency, optimize your customer relationships, and unlock new business potential in both B2B and B2C.
Decarbonization is significantly increasing the complexity of energy suppliers’ product portfolios. To meet evolving customer needs, suppliers must provide a diverse range of offerings—including renewable energy options like electricity from wind, solar, and hydropower. Integrating these sources into existing energy grids requires strategic planning and smooth coordination.
Municipal heating plans are accelerating the shift to sustainable solutions like solar thermal energy, heat pumps, local and district heating, and biogas. This transformation presents energy suppliers with strategic, technical, and sales-related challenges as they work to deliver economical and future-ready offerings. By expanding renewable heat sources, deploying intelligent heating networks, and tailoring solutions to different supply areas, they can take an active role in shaping the future of heat supply.
As energy products and services become more complex, customer service teams need deeper expertise and continuous training to support customers with confidence and efficiency. At the same time, energy suppliers must invest in modern CRM systems and digital tools to handle high volumes of inquiries and better meet customer expectations. BE-terna supports this with intelligent solutions like chatbots, voice bots, and AI-driven service automation—helping to boost satisfaction and build lasting loyalty.
Customer engagement and automation in the energy sector
Boost loyalty with data-driven marketing automation
With Dynamics 365 Customer Insights, energy providers can plan, execute, and analyze marketing campaigns across multiple channels—automatically. The platform empowers you to segment your audience based on real data, making content personalization easier while integrating industry-specific topics like e-mobility and photovoltaics.
Respond to market dynamics with agility
Automated pricing adjustment campaigns help you react swiftly to market changes and maintain high customer satisfaction. AI-supported automation strengthens long-term customer relationships while optimizing resources.
key features and benefits for marketing
Process optimization and customer management in the energy sector
Streamline sales and strengthen customer relationships
The BE-terna Energy industry template for Dynamics 365 optimizes sales processes specifically for energy providers. It enables the creation and management of both commodity and non-commodity offers for B2C and B2B customers. A 360-degree customer view simplifies lead processing, customer interaction, and fosters long-term loyalty.
Centralized management for lasting business success
With BE-terna Energy, you can manage business partners, contacts, and opportunities centrally. The solution supports flexible contract design, allowing you to tailor tariffs and special agreements to meet individual customer needs—ensuring lasting business relationships and customer satisfaction.
key functions and benefits in sales
Integrating customer service processes in the energy sector
Enhance service efficiency and customer satisfaction
With BE-terna Energy for Dynamics 365, energy providers can seamlessly manage contract changes, meter readings, and tariff adjustments. Digitalized service processes ensure fast and reliable handling of customer inquiries, enhancing transparency for both customers and employees.
Seamless integration with AI-driven support
The solution integrates effortlessly into existing ERP and billing systems, providing a consistent service experience. AI-powered tools and Microsoft Copilot accelerate response times and improve accuracy. Voice and chatbots, enhanced with Agentic AI, enable natural, human-like interactions—offering 24/7 support and boosting customer satisfaction sustainably.
key functions and benefits in service
Digital collaboration for energy suppliers
Boost productivity with seamless teamwork
The BE-terna Energy industry template for Dynamics 365 enables energy providers to collaborate efficiently and work digitally. Integrated tools like Microsoft Teams and SharePoint simplify teamwork, streamline internal processes, and support the shift towards modern work practices—an essential step in the digital transformation of the energy sector.
benefits of modern collaboration tools
Individual apps for energy suppliers
Custom solutions with Microsoft Power Platform
The Microsoft Power Platform is an integral part of BE-terna’s CRM solution, enabling energy providers to create tailor-made applications for their specific needs. Thanks to its low-code approach, customer portals and energy management apps can be developed easily—without requiring in-depth IT knowledge.
Advantages of the Microsoft Power Platform
Data-driven insights for energy suppliers with Power BI
Make smarter decisions with powerful analytics
Power BI empowers energy providers with comprehensive analytics and visualization capabilities. Interactive dashboards and reports make it easy to identify optimization potential across business and service processes. From analyzing consumption data and load profiles to defining KPIs and creating forecasts, Power BI turns data into actionable insights.
Intelligent recommendations for better customer interaction
With predictive analytics, you can calculate the likelihood of contract termination or offer acceptance, enabling targeted customer engagement. Features like Next Best Action and Next Best Quote provide intelligent suggestions to enhance customer interactions and drive business success.
key benefits of Power BI
With many years of industry experience and a close partnership with Microsoft, BE-terna offers CRM solutions designed specifically for energy providers. Our applications integrate seamlessly into existing IT systems and support the digitalization of your business processes with AI-driven features.
Your partner for digital transformation and process optimization
The BE-terna Energy CRM industry template for Dynamics 365 helps you optimize operations, make informed decisions, and actively advance the digital transformation of your company. With our expert consulting, we combine energy sector knowledge with technological excellence.
Our expertise at a glance
For 13 years, BE-terna has been supporting companies in the energy industry in digitizing business processes along the customer journey in marketing, sales, and service. As a Solution Sales Specialist, I see it as my responsibility to understand individual requirements and to support my customers in the best possible way during the selection process of a system solution based on Microsoft and BE-terna standards.
