Companies are rushing to protect their employees from the spread of the coronavirus. There is a wide range of things that are affecting energy brokers. From the PUC’s in Pennsylvania, Ohio, New Jersey and other states are putting a halt to door to door sales published by energychoicematters.com. This would have an immediate impact on the traditional brokerage business. Other cancelations we’ve seen are conferences, restriction of non-essential travel, reduction of company events, and the establishment of remote work arrangements, there’s a real possibility that in-person customer meetings will be canceled. This is the new “normal” for the coming days, weeks, or even months.
There’s no better time then now for energy brokers to move their business to the cloud and embrace all things digital. Working remote isn’t easy for everyone, but it can be if you have the right systems in place you’ll be able to increase your sales and back-office team’s overall productivity for your organization.
When searching for the most productive technology tools for streamlining your remote energy brokerage, it’s important to make sure that each tool helps improve the remote efficiency of the organizations and is well designed specifically for the end-user.
In our past blog posts, we talked about how the CRM eliminates the most common pitfalls energy brokers deal with. But let’s face it, many “Big Box CRM’s” are not easy to use. They are not easy to customize out of the box and can be very expensive when it comes to hiring a consulting develop shop to customize it to fit.
When employees need to communicate with one another, or when managers need to communicate with direct reports, messaging allows instant communication to take place with only a few key strokes. Some of the benefits are:
One of the most time-consuming tasks for many energy brokers or pricing teams is requesting and obtaining up-to-date pricing from suppliers. If you have more than 5 suppliers, you’re losing valuable selling-time to this task. That’s why you should look for a technology that does it for you within one request.
This is important because not only is it what makes a memorable impression on the client but it allows them to know what to expect from your energy brokerage.
BrokerX is an innovative cloud platform that allows energy brokers to streamline their business by giving them the ability to manage the entire customer lifecycle while simplifying back-office operations. It eliminates redundant tasks, while providing tools for easy collaboration and communication, while shortening the sales cycle.
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