Utilita Business

The existing digital energy switching process was suboptimal for both customers and Utilita Business. Run through a third-party comparison engine, it was slow, clunky and didn’t support dual fuel quotes. In addition, Utilita Business had no control over updating functionality and had limited visibility and tracking around funnel engagement. There was also very little automation or integration with internal or external systems – leading to a frustrating experience for the user and time-consuming, manual internal processes.

Launching a custom business energy switching funnel has not only given Utilita Business more control over the product roadmap but it also enabled them to create a fully automated, end-to-end process, making everything more seamless for both them and the customer. Building the funnel on Sanity CMS kept it in line with other funnels in their ecosystem, as well as enabling custom data structures and improved performance.

The new funnel has all the functionality the customer needs to switch their business energy within just a few clicks. MPAN (Meter Point Administration Number) lookup automatically retrieves usage data, and custom pricing logic uses this to provide the customer with one or two-year plan options. The funnel also integrates via API with CreditSafe and PandaDoc, allowing real-time credit checks and the generation of sign-able contracts.

The funnel includes “hard stop” logic at various points, prompting the customer to enter their details to request a callback, enabling Utilita Business to stay in touch even if the service isn’t yet available in their area for their business. Customer data is automatically fed into their CRM, giving them more control and accurate information. Enhanced access to user data also unlocks improved reporting and tracking across the business energy onboarding process.