Adanto delivers multi-function CRM platform in record time
Adanto specializes in delivering powerful CRM platforms for business and national sales teams in utilities, combining rapid deployment with robust frameworks, cloud tech, and seamless integrations—without compromising quality.
You can give them a concept, and they will take it to the next level.” “Adanto Software has completed the MVP and rolled out the platform to the client’s internal teams and licensee clients. The team has provided support and system enhancements. Adanto Software has managed the project well and delivered the platform on time. The client is impressed with the team’s innovation.
Carl Williams
President, COO, Products & Services
Get My Utilties
Key Results
+100%
Sales growth in 24 months after release of new CRM platform
+4%
Sales growth in 12 months prior to releasing new CRM platform
12 months
Time it took Adanto from understanding client needs to a launch of its first release.
Technologies used
- Back-end developed in C#/ASP.NET Core, storing its data in a RDB PostgreSQL.
- UI is a JavaScript SPA (Single Page Application) based on React, Angular & Vue.
- The system is deployed using CI/CD pipelines to the Cloud (AWS & Azure) and rely on managed cloud services.
- The Infrastructure as Code approach is used, automating the setup of required cloud resources.
- Service layer implementation is deployed using REST and JSON
Challenge
The myUtilities company faced many challenges, before approaching Adanto. They were challenged with fragmented customer management, billing inefficiencies, low customer engagement, and outdated and faulty systems based on old technology that hindered scalability and operational workflows. Additionally, they struggled with integrating modern tools like phone, phone messaging, text messaging, poor and confusing user experience which caused dissatisfaction with sales teams that translated in very lackluster sales.
Key goals
Customizable multi-Tenancy and Integrations that support licensee-specific configurations, commission structures, for insurance, energy providers, and phone systems (e.g., RingCentral, Cisco).
Enhanced User Experience and workflow with redesigned front-end for streamlined lead-to-sale workflows, role-based customizable dashboards, and auto-generated activity-based tags for account status visibility.
Advanced Reporting and Automation w/near real-time reporting integrated with PowerBI/Tableau and a flexible commission engine with API extract capabilities. Automated marketing campaigns with event triggers for customer engagement
Robust Modern Cloud Architecture and Security with built-in disaster recovery (BC/DR) capabilities with periodic testing and architecture aligned with SOC2 Type 2 cybersecurity standards for scalability and compliance.
Solution
- Multi-Tenancy: Supports feature and functionality configuration for different licensees, along with tailored commission structures and integrations.
- Workflow Optimization: Offers a redesigned, logical flow from lead management to sales and processing, with automation and real-time status updates.
- Scalable and Secure: Built on a robust architecture with disaster recovery (BC/DR) capabilities, compliance with SOC2 Type 2 standards, and integration options for APIs and third-party systems.
- Advanced Analytics and Engagement: Incorporates near real-time reporting, marketing automation, and tools for improved customer engagement and retention.
Key Features
The myUtilities Multi-Function CRM Solution is a comprehensive, customizable platform designed to streamline customer relationship management, enhance operational efficiency, and integrate seamlessly with utility services and partner ecosystems. It provides tools for multi-tenancy, role-specific dashboards, automated workflows, and advanced reporting, enabling businesses to manage customer data, billing, and communications effectively.
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