Cantata Vantage CRM for Energy and Utilities

We have extensive experience of supporting Energy and Utility clients, across the spectrum of regulation, supply and engineering. In particular we are able to help with the management of complex stakeholder groups across a wide variety of information and communications needs.

Cantata Vantage functionality includes extension of contact/organisation functionality and organisation relationships and groups, multiple owners, “red flag” and other features allow the most complex requirements for contact management to be supported. Views into third party systems and near-real time integration options provide the ability to quickly aggregate and view a range of information.

Typical marketing and publication requirements, including campaign management, publication distribution, e-mail and postal distribution and marketing functionality is available as standard.

The system includes support for annual review processes, full auditing capabilities and highly developed client marketing and DPA functionality.

Vantage comes with a powerful events management system including a web portal for client access. The system is used to support the full range of events from small meetings to large seminars and conferences.

Underpinning Vantage is a comprehensive extension of “infrastructure” capabilities to provide a basis for rapid integration to regulatory systems, “out of box” support for document management integration (including Sharepoint integration as standard), per-user and per-department tailoring of the user-interface presentation and powerful dynamic data presentation capabilities to ensure users are only shown information they are authorised to see and that is relevant to them.

Vantage has been developed to use either Microsoft Dynamics or Salesforce.com platforms. These provide highly reliable and functionally rich foundations. We offer Vantage in both hosted (on-demand) or on-premise deployments. Allied to our methodology for the rapid delivery of specific additional configuration, data migration, deployment and training, it delivers a highly cost effective customer management solution, specifically tailored to your market.