Sparkplug helped me! A tech challenged broker...
Ultimate Energy Advisors (“UEA”) is a national energy consulting and management firm based in Dallas and Houston Texas. Specializing in assisting commercial businesses with the procurement and management of their electricity and natural gas costs in deregulated markets across the US and Canada. The founder and principal of UEA, Bobby Schiff, an industry veteran of over 17 years, is a self-admitted technology adoption challenged individual. Bobby said, “If you can get me to use the CRM features, you can get anyone to!”. CRM and Data Management were the primary requirements for UEA, including consolidating and automation of renewal alerts, data & document storage, & having all the necessary fields for retail electric brokers in a CRM package.
UEA had tested other platforms, but after seeing Sparkplug and to best serve its primary business
objective, UEA decided to migrate to Sparkplug. They also had a high trust factor of the individuals involved.
“The Powermatrix team has built Sparkplug to be an entire lead-quote-contract automation tool along with more robust features like accurate commission reconciliation and payments to agents that we will continue to implement in the future. I, self admittedly, deal with change in software adoption kicking and screaming! The Powermatrix team has been extremely helpful, professional, and responsive for both me and my team. We continue to learn features that Sparkplug offers my business.” David Wendler, Vice President, Ultimate Energy Advisors
We love serving customers like UEA here at Powermatrix. Bringing someone along the technology adoption journey is one of our specialties.
Are you a client who wants to stay up to date but have not found the right solution?
Based in Dallas and Houston Texas; Ultimate Energy Advisors (“UEA”) is a national energy consulting and management firm specializing in assisting commercial businesses with the procurement and management of their electricity and natural gas costs in deregulated markets across the US and Canada.
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