CORE | Retail Energy Software Platform
Delivering on capabilities for Brokers, Suppliers, Corporate Energy Managers, and even the End User, CORE is the most comprehensive retail energy sales and commissions management platform in the market today.
CORE (“Collaborative Operations for Retail Energy”), is the retail energy sales cloud platform that streamlines the energy procurement and commissions management process. CORE brings everyone together to participate in energy Deals. Each step of the way in a retail energy Deal, from account management, meter management, LOA processing, sales, contracts, commission splits, payment processing, and payment reconciliation, CORE is there to manage the data and provide insights throughout the Deal life cycle. CORE also serves as the data warehouse for all of your Account and Deal data. Accounts, contacts, meters, and contracts are all stored in CORE and always at your fingertips.
Throughout the sales process, CORE provides analytics across the organization, including broker, team, and company level reports. These reports allow retail energy sales stakeholders to track their own performance and allows management to track company performance, drilling down to the individual level as necessary.
CORE | Retail Energy Sales Cloud – Features
CORE: Secure Your Data in the Cloud
The CORE Platform is delivered via a pure Microsoft Azure cloud solution over encrypted data channels. What does that mean in English? No need for you to pay for servers, back up, replication, virus scanning, etc. There is literally no server to maintain, just a reliable back end to the mobile and retail energy web apps.
An industry-standard relational database stores all of your deal-related data in an easy-to access, standardized format. Usage data, forecasts, and pricing information are all stored in a centralized location allowing you to compare deals and deal terms on an equal footing across providers and across customers.
FAX and Email Automation Server
Our fax and email automation server allows you to manage your entire sales process – from LOA generation through contract signing – through CORE. We will fax the LOA template to your customer (or send them a link to a secure portal) and process the reply using barcode technology. The customer’s reply will be automatically processed and sent to the utility, with usage information linked directly back to the customer account. Once the customer agrees to a deal term and provider, CORE can generate the contract request and manage the process of obtaining signatures from all parties and storing the contract for audit purposes.
Retail Energy Customer Portal
The CORE Customer Portal is a “white label” portal that can be converted to look just like a corporate website. The portal helps you provide energy information to prospects and clients, capture new prospects, and provide client-only information to help you stay connected to your clients and give them real-time relevant data about their account, contracts, LOA’s, and targeted market data.
Retail Energy Provider (REP) Services
For Retail Energy Suppliers, ESCOs, the CORE Retail Energy Sales Cloud provides a full suite of Retail Energy CRM, Retail Energy Sales Mobile Apps, Broker Commissions Management solutions.
Deregulated Utility Services
CORE currently supports direct download from select utilities, and more will be added as they add direct-to-broker services to their systems. For utilities that support it, usage information can be downloaded directly into CORE bypassing the need for FAX, email, or a manual upload process.
Retail Energy Back Office System Integration
CORE’s industry-standard relational database back-end and suite of JSON web services allows us to integrate the CORE Retail Energy Sales Cloud with your existing retail energy back office systems, such as Retail Energy Billing, CIS, Energy Load Forecasting, Pricing and Accounting systems.
CORE’s industry-standard relational database allows us to integrate CORE with your existing CRM. We can synchronize the deal status (LOA status, projected revenue, percent probability of deal close, etc) with your existing CRM system.
CORE stores all the information you need to forecast revenue for the duration of a deal. We can help you export revenue forecasts to your existing accounting system, along with automatic sales orders for broker commission and customer invoices.