CSR Bill Analysis Tool

Customer Service

The GridX Key Account Management Tool and CSR Bill Analysis Tool empower users to become Trusted Advisors through powerful real-time insights.

Key Features

  • Most up-to-date analyses by maintaining current customer and rate information through integration with CIS and other IT systems
  • Integrated with Salesforce for 360-degree customer engagement and care
  • Increased customer trust with continuous monitoring of customers’ energy use to identify the best rates for proactive customer engagement
  • High quality analyses so you can advise clients with confidence
  • Intuitive, easy-to-use interface to perform analyses across complex account hierarchies

Ad hoc Rate Analyses in Real Time

The GridX CSR Bill Analysis Tool enables a call center representative (CSR) to perform ad hoc rate analyses in real time, so they can quickly and more effectively answer questions about rates, pricing, bills and costs. 

Personalized Rate Analyses

CSRs are also able to retrieve and view pre-calculated personalized rate analysis results for customers based on a set of pre-configured rate comparison scenarios as a part of the nightly/weekly batch processing.

Related Content

CSR Bill Analysis Tool Brochure

The GridX CSR Bill Analysis Tool enables CSRs to perform ad hoc rate analyses in real time to more effectively answer questions about rates, pricing, bills and costs. 

Business Operation Support

GridX BOS Cloud transforms utility customer relationships from transactional into trusted energy advisors, and innovates business and customer operations.

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High Speed Bill Simulation can help increase adoption of Community Solar, EVs, Time-of-Use rates, and other Green Programs.