Manage Your Clients

Don’t miss opportunities by using a CRM tool that isn’t designed for the Retail Energy industry. CORE’s CRM was designed specifically for the retail energy.

Where is Your Customer Data?

Your current and potential customer information is invaluable to your business. Your business relies on having accurate information to touch the right people at the right time. Don’t miss opportunities by using a CRM tool that isn’t designed for the Retail Energy industry. You no longer have to have multiple methods of tracking your customer information or trying to fit your customer information into a CRM tool not implemented for your industry needs.

CORE’s CRM gives you the ability to:

  • Centralize all of your energy sales data in one secure database.  This centralization keeps the information at your fingertips and keeps it secure in the case of personnel turnover.
  • Track all account activities – even activities that the system does automatically – such as receiving usage data or receiving a signed LOA.  Lets you review every contact you’ve had with the account.
  • Assign accounts to salespeople based on geography, volume, industry, etc … you can configure CORE to match your organization’s structure.
  • Automate alerts and reminders.  CORE makes it easy to set up a marketing plan to be sure to contact your clients on a prescribed schedule.  Set up the email content, set up the marketing campaign, and let CORE do the rest for you.  Examples of emails you could schedule are:  Thank you for your business – sent 1 day after contract signature AND Time for renewal – sent out 60 days prior to contact expiration

Utilizing CORE’s CRM you can lead your team and company to better customer relationships, renewal opportunities, and energizing your business.

Contact us now to schedule a demo and learn more about the CORE Platform.