Checklist
Customers of tomorrow: How energy suppliers can better understand, serve and retain their customers
Products Microsoft:
Dynamics 365 Contact Center, Copilot, Power Apps, Power BI, SharePoint, Microsoft 365, AI Transformation, Dynamics 365 Service, Dynamics 365 Sales, Dynamics 365 Customer Insights
Sectors: Energy suppliers
Processes: Service & Support, Sales, Marketing, Data Management, Analytics
Sectors: Energy suppliers
Processes: Service & Support, Sales, Marketing, Data Management, Analytics
Understand customers. Ease service workloads. Strengthen retention.
Customer data scattered across systems? Requests passed between teams? Standard cases taking up valuable time? Discover where to start providing more targeted customer service and easing your team’s workload.
For decision-makers in customer service, CRM, sales, marketing and digitalisation: Ten CRM and AI use cases with practical examples show you how to:
- Understand customers better – with a shared customer view instead of scattered information.
- Handle requests more effectively – through classification and appropriate routing.
- Make communication more relevant – by reflecting each customer’s current situation.
- Support your service team – with prepared responses and automated standard cases.
- Take a targeted approach to retention – identify churn risks and suitable actions.
Which approach fits your situation? Use the self-assessment to identify areas for action and find a practical starting point.
Download the checklist now and identify areas where action is needed.

Download the checklist now


