My Service Cloud: A Comprehensive Online Energy Broker CRM Solution
Creating contracts and updating pricing from several suppliers can be a time-consuming and error-stricken process. With Energy Smart Pro’s My Service Cloud (MSC), independent energy smart pro get instant access to powerful cloud-based energy smart pro software to help streamline and automate essential tasks.
MSC is a holistic back-office solution that takes care of many administrative items such as pricing, contract creation, DocuSign integration, commission tracking, and automated contract renewal management so you can get the job done faster and easier than ever before.
My Service Cloud: A Comprehensive Online Energy Broker CRM Solution
PRICING
- Multi-Supplier Pricing
- Auto Matrix Processing
- Email Pricing Requests
- Supplier Portal Integration
- Search by Contract Term
- Tax and Commissions
COMMISSIONS
- Project Future Commissions
- Track Flowing Meters
- Track Dropped Meters
- Multiple Payment Options
- Combined Commission Files
- Dedicated Commissions Team
PROPOSALS
- Custom Quotes
- Generate Multiple Quotes
- Include Term Sheets
- Email Estimated Savings
- Branded Quotes
- Easy Re-Quotes
CONTRACTS
- Request LOE
- Request LOA
- Generate Supplier Contracts
- Generate PDF Contracts
- Auto Supplier Contracts
- DocuSign Integration
Backed by Access to a World-Class Support Team
With Energy Smart Pro Online Exchange, you get a dedicated account manager who is committed to your success and available to provide insights, market conditions, sales strategy and more.
Organize Your Business with My Service Cloud Pipelines
Leads Pipeline
Track, monitor, and organize your leads to have knowledge of where each one is at in the sales process
Contracts Pipeline
Keep all of your contracts organized and easily move and track them along the contract journey
Contracts Pipeline
Keep all of your contracts organized and easily move and track them along the contract journey
Contract Renewals Pipeline
Help inform your customers of upcoming renewals with automated contract generation