The adoption of Enterprise Resource Planning (ERP) or Custom Resource Management (CRM) solutions in the energy retailing sector, as in every other industry, hasn’t come easy. While many brokers can boast of having some CRM solution, a significant portion of the solutions are designed to cater to the basic requirements of every nature of business, meaning not unique to any, especially energy consulting. While the move to anything called a CRM brings some benefit, the lack of a solution custom tailored to your industry can represent a debilitating factor to your operations and profitability. We at Enerex can help you either way! Since we are not a broker ourselves, we concentrate on delivering industry leading solutions, like sparkplug, our CRM and commission reconciliation tool designed around energy consulting. Already have a CRM? We can help with our custom software development background in products like Salesforce, Microsoft Dynamics and others.
Which of the below best represent your energy brokerage firm?
Option 1 – Standard CRM Implementation (like Zoho or Salesforce)
CRMs that aren’t designed for the energy industry need to be customized as per the broker’s business model. Even with spending $100,000’s they often still can’t fully automate every part of the business. Although these solutions come with prebuilt sales nurturing features and Outlook & Gmail integration which can help sales teams to centralize the customer details, they lack the customization needed for true operational efficiency. Does your CRM have all these features?
- Commission reconciliation
- Finding missing payments
- Deal management – renewal notification
- Commission automation to your agents
- Maintaining customer annual usage data coming through commission statements
- Matrix pricing automation
- Supplier custom pricing automation
- Preparing customer proposal
Option 2 – Tailored CRM Solutions (like: sparkplug and others)
Nearly 30 brokers have chosen sparkplug and our flat monthly fee structure, but through our demo process, we commonly hear that sparkplug contains features that even competitive products don’t have. We took the liberty to integrate all features on one common platform to automate as much as possible to reduce human efforts. Some of the features that have been brought to our attention by other energy brokers.
- Matrix pricing automation with auto-upload
- Matrix contract generation
- Customer communication – standard touchpoint automation
- Commission reconciliation using individual supplier commission formats
- Integrated cloud dialer – click to call and call recording
- Track non-commodity deals like demand response, lighting, solar and others
- Pre-built robust reporting module
sparkplug is a business automation tool that is especially designed for the energy broker & consultant market. It is the brainchild of seasoned industry professionals whose experience covers every crevice and corner of the industry.
Important information – Business owners don’t need to invest huge amounts of money to start with sparkplug. It works on subscription model not on any revenue sharing or mills at the account level.
Company Overview: Enerex works with an aim to provide holistic software solutions specifically to energy businesses. If enhancement of your current solution or building any custom solution is of interest, we welcome you to book a demo slot to learn more about your individual needs.
We work on the following technologies: Salesforce.com, Microsoft Dynamics, Azure cloud hosting & migration, .Net, MCV, C#, IOS and mobile app’s etc.