CORE can streamline both your retail pricing and direct sales automation by automating the process of requesting usage, archiving LOAs and contracts, and delivering pricing to the broker.

CORE Essentials

• Direct Sales Management
  • Organize Sales Reps into teams
  • Manage 3rd-party/external deal sources
  • Manage commission splits
    • Percentage
    • Fixed-fee
• Usage Management
  • Analyze Meter-level data
    • Usage: kWh
    • Demand: kW/kVa/kVar
    • Read/Bill Cycles
    • Load Profiles
  • Automated error-detection
• Tariff Management
  • Utility Tariffs
  • Incumbent/PTB Provider Tariffs
• Pricing Management
  • Price third party deals directly
  • Submit daily prices via email or web services
• Reporting
  • Customer Reporting
    • Energy Savings Analysis
    • Budget Impact
    • Pricing Comparison
  • Internal Reporting
    • Production reporting (Sales Rep/Team/Company-level)
    • Deal status pipeline
    • Rework opportunities
  • Ad-hoc reporting