Kloudhaven has released KlearBroker Energy Broker and Supplier Solution built natively on the Salesforce.com Platform. KlearBroker takes a leap forward in Energy Contract Sales and Management from initial customer acquisition through supplier contracting and renewal. Never before have Energy Brokers and Suppliers had this complete a view of their customers and their business.
- Manage Leads through Customer Acquisition capturing key data such as estimated energy usage (kWh/DTH), energy accounts and current rates to gather the data needed to determine if the customer will benefit from a supplier contract.
- Capture historic energy usage by upload or manual entry, generate a forecast and adjust forecast while capturing adjustment reasons (such as weather or usage factors).
- Generate and issue Request for Proposal to energy suppliers, if desired.
- Capture and present bids from suppliers with various terms and conditions allowing the customer to make an informed decision regarding the contract or contracts that best meet their energy needs.
- Complete the contracting process by awarding a bid
- Automatically generate a renewal opportunity for the end of the bid
KlearBroker is built on the Salesforce.com platform and is available on the Salesforce.com AppExchange.
With KlearBroker, you can spend less time focused on running your operations and more time with your customers providing better value and closing more energy contracts. Contact Us today for a free trial or Demo.