5 Reasons Why Energy Brokers Need A CRM Platform
Just like many other industries, the retail energy sector is facing the challenge of interacting with the digital customer. As data becomes more important and necessary in evaluating each customer, their expectations go far beyond your traditional commodity product. The in-depth analysis of data has gone from a “nice to have” to a necessity when it comes to separating yourself from the competition. A CRM specifically designed for the energy broker can make all the difference in the world. What difference does it make? Well, we have summarized it for you in the 5 points below.
Complete 360° Customer View
From utility companies to suppliers, they have the perfect view. So, how can you maximize this information to your benefit? By having access to the customer data through importing or scraping tools, you can build your customers profile in your Energy Broker CRM that will give you insight to how to consult your customers. Using this data to discuss load factor, budgeting, benchmarking and the ever growing ESG requirements, you can gain loyalty and trust by guiding your customers to the right solution for them.
More Freedom, More Freedom, More Freedom…
When you have an easy-to-use CRM system you create a happy employee who uses it. This allows your employees to exude confidence and a smile to your customers. Incoming inquiries can easily be handled because everything your employees need is right there at their fingertips. No more jumping from system to system or worse, going to the filing cabinet or spreadsheet to find those answers. Employees can feel confident with the information they use to answer questions because a CRM centralizes this data and increases data integrity to the maximum.
Managing the Customer Experience
Today’s customers don’t want to be thought of as an “enrollment number”. They want to have an experience that takes into consideration their personal needs with someone who will help lead them through their customer journey. CRM & marketing integrations can help navigate this customer journey. It’s all about the data! Use the data to market to your customers individual needs instead of making them feel like everyone else. Track customer behavior and consumption habits with a CRM so that you can tailor your marketing and offers to the customers needs.
Being Flexible on the Go
Whether you're in your office, at home or right in front of your customer, modern CRM systems can typically be accessed with cloud-based login authentication. This will give you the tools you need when you need them. This also cuts down on maintenance costs and storage space. No, you don’t have to travel with your desk PC and 3 monitors, most modern CRM systems can be accessed by laptop, tablet or even smartphone when you’re in a pinch!. With all the data at your fingertips from usage to pricing and even bill copies, you are able to execute a contract with the customer quickly and easily. Better yet, PAPERLESS!
Understanding Your Pulse
From week to month to year, business leaders have always wanted to find ways to take the “pulse” of their business. “Am I running my business as effectively and as streamline as I can?” This thought never ceases to exist. With an effective CRM management system, reporting can give helpful insight to everything from the sales pipeline, to new customers, to expected revenue now and in the future. The data from a CRM can be the difference between a failing business and a successful one. Trust the numbers!
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by Mike Harrison 8/01/2022