ACCELERATE YOUR ENERGY SALES PIPELINE - IMPROVE YOUR CUSTOMER EXPERIENCE

Tally Acquire is a cloud-native app developed with and for energy, gas and internet retailers that enables you to set up sales channels in minutes.

“What I can say about Tally Acquire is that it saves a lot of time! I’ve gone from sending through monstrous spreadsheets that in some cases took hours to create, to something that looks sleek and high quality in minutes and with everything the client will need. Tally Acquire has a big impact in our daily working lives. No more sinking feeling when a customer wants a quote for multiple sites!”

CUSTOMER SERVICE REPRESENTATIVE

Pricing & product management

Easy management of offers and rates, with the ability to import and export pricing. Store and manage historic, current and future pricing and offers. Manage sign-up offers and incentives available to different agents or channels. Generate reports to analyse pricing and sales conversions by channel, date, and distributor. Full integration with billing systems, CRM, and Data Warehouse.

sales conversion

Tally Acquire integrates with your website to provide self-service comparative quoting functionality to your customers. Track leads from agent and web channels with a Performance Dashboard and online reporting tools. Fast, accurate quoting using MSATS and data validation integration. Calculate commission payments for third party sales agents.

compliance & security

Automatic feed of price change and compliance information to regulators. Centralised product, pricing, quoting and onboarding communication. Advanced security protects client and customer data.

“Tally Acquire is invaluable in creating bulk quotes for larger quantity customers significantly faster than we could possibly do in other systems. Using Tally Acquire we were able to process 3,000 sites in batches of 75 at a time of approximately 22 hours, and as such has enabled us to create pricing by NMI for the Customer. Tally Acquire is easy to use and looks professional, both for the user and the customer who can receive their quote emailed directly from Tally Acquire.”

BUSINESS RESPONSE LEAD

“By implementing UCONX we have successfully reduced the time spent by our agents in finding pricing for customers. Our agents are reinvesting these time savings on value-add activities, taking more time to understand customer needs and making smarter plan recommendations. Our customer feedback and sales conversion rates are reflective of this.”

SALES MANAGER

accurate quoting

Price-only and comparative quotes for electricity, gas, and internet for all potential customer sites within minutes. Add-on the Zappy Consumer Data Rights solution to allow customers to import their energy usage, NMI and billing information then compare offers against their current plan. Calculate a range of quoting considerations, including completing credit rating checks, address verification, hold products, and a variety of membership association benefits. Fast, accurate quoting using MSATS and data validation integration.

smart documentation

Produce automated, customisable branded PDF quotes and Welcome Packs to send to your customers. Interactive PDFs include a click-through link for quote acceptance and switching process initiation.

system integration

Seamless sign-up enabled by integration with credit agency systems, billing systems and existing CRMs. Industry database integration ensures all quotes are accurate and site-specific. API powers self-quoting via your retail websites.

REPORTING

Pricing and sales conversions analysis by channel, date and distributor. Real-time reports on quoting and sales processes. Track quoting volumes and conversion rates at every level.