SMART SELLER: REPLY’S SOLUTION FOR NEGOTIATED OFFERS PROVIDING OFFER NEGOTIATION SUPPORT TO INDUSTRIAL CUSTOMERS Retail companies are competing with each other to expand their customer base, retain their most profitable customers and maximise sales margins. Competition among energy suppliers is at its most intense when dealing with large industrial and commercial (LI&C) organisations and small to medium enterprises (SMEs) because of their revenue and margin potential. An effective sales force, the capability to forecast consumption for many different types of usage and the ability to price are key factors in the success of energy suppliers competing against their rivals. Reply has developed SMART SELLER, a software solution based on Oracle and Java technologies designed to support sales campaigns for both gas and electricity suppliers, with a single or dualoffer approach. Energy suppliers can integrate this solution into their existing systems easily so providing their internal sales force or external sales agents with a powerful and secure tool that supports sales campaign planning and tracking PROCESSES AND FUNCTIONALITY SMART SELLER supports the main processes and functionality required to execute sales > The configuration and simulation of complex energy offers for LI&C and SMEs campaigns to sell and/or renew energy contracts, > Contractual options including the management of: > Credit check requests > Customer and site information > Authorisation processes > The sales force > Offer versions > The assignment of customers > Orders to sales representatives > Relationships with DCOs SMART SELLER: REPLY’S SOLUTION FOR NEGOTIATED OFFERS SMART SELLER allows Marketing and Sales to track sales/campaign results easily in term of revenues, margins, sales-side curves, risks, and so on. Moreover, it allows corrective actions to be SMART SELLER ARCHITECTURE AND TECHNOLOGY defined and deployed quickly to the entire Sales SMART SELLER is a client-server software Force, when necessary. solution, consisting of two main applications: > A central system with the functionality needed The following simplified chart shows the main to manage integration with other systems, functionality required by gas and electricity communications and workflow; companies. > A distributed system, capable of operating stand-alone and running on laptops, to Client Portfolio Management Offers and Prices Catalogue Sales Force Organisation Management Prices and Options Catalogue Client Portfolio to Sales Force Association Management Indexes, Curves FWD and Economic Parameters Management Authorisation Workflow Offers and Contract Management Activation Process distribute and make constantly available the information needed to configure and negotiate Authorisation Requests Management Activation Requests Management Authorisation Requests Management Activation Requests Management Offer Simulation Offer Calculation Start Authorisation Workflow Actual and FWD Economic Results Calculation Contractual Documents Management > Oracle application server > Java source code CEO SALES DIRECTOR AREA MANAGERS The distributed system was built using: KAM > Microsoft SQL Server, 2008 Express Order Activation > C# source code, Framework 3.5 SMART SELLER Chart Campaign Reporting Ad Hoc Analysis Offer Management Smart Seller EE+GAS Offer Configuration ... ... Business Logic Layer Authorisation Management Analysis & Reporting Smart Seller EE+GAS Web Client Client Management Business Logic Layer Local Application Presentation Layer Client Management Central Web Application Presentation Layer The central system has been developed using: > Oracle database Offer Versioning Management Offer Configuration the offer with the client. IMPLEMENTATION APPROACH Before it can be used by energy suppliers, SMART SELLER must be configured and integrated with the existing systems, such as those used for demand Repository Layer Synch Smart Seller Central DataBase Repository Layer forecasting/pricing, CRM and order management. Smart Seller LOCAL DataBase The main functionality to be configured includes Integration Layer offer types and prices, indexes, details of the sales Demand Forecasting Legacy Systems SMART SELLER Architecture CRM Billing organisation, authorisation process, and so on. LOOK AND FEEL The ‘look and feel’ of the application screens has been designed to provide an aggregated view of the main customer information, a user interface that is intuitive and easy to use, and a graphicsbased display of offer simulation results, for ease of understanding. While the typical SMART SELLER user will be Local Application: Screen to select customer sites to be subject to an offer. a senior professional (such as a Key Account Manager, Sales Representative or Sales Agent), the ease of interaction is designed to streamline customer-facing activities and allow Key Account Managers and sales people to discuss and configure complex offer options in front of the customer. The screenshots shown come from Release 1.0. Reply is currently rolling out Release 2.0. Local Application: Screen to select offer/price and the contract period This has been improved dramatically in terms of look & feel. Local Application: Screen showing a summary of an offer calculation Power Reply is a Reply Group company specialised in business consulting and IT services for the Energy and Utilities sector. With over ten years’ experience behind it, Power Reply supports companies in the core areas of Marketing and CRM, providing services and solutions that range from Business Portals, Smart Metering, Master Data Management, Pricing and Forecasting right through to Network Control. Power Reply helps businesses to optimise their IT investments, through innovative solutions and services that will boost process efficiency. Reply’s role is that of a key partner that helps clients to use the technology as an enabler to transform their business. For further information: www.reply.eu - power@reply.it