Mobile Scanning App
Next, a mobile scanning app should be one of the most used applications on your phone. Yes, we know many customers nowadays are tech savvy and know how to download bill copies from their utility’s online portal and email them to you. However, there are many more customers who are less computer-literate and prefer using paper.
Enter the mobile scanning app. Downloading one of these free phone apps will make your life much easier. You can use a scanning app to take pictures of bills and contracts with your phone, turn them into PDFs, and email them easily to your broker or pricing desk. Here are some of the mobile scanning apps we recommend:
- Adobe Scan
- Genius Scan
Scanning apps can be used to scan bill copies to get pricing, copies of supply contracts for comparison, or any other pertinent documents for your day-to-day activities.
Pro Tip: When scanning bill copies for your pricing desk, be sure to include all copies in a single scan. That way, your pricing desk does not have to open multiple files to custom price an account for you.
Customer Relationship Management (CRM) System
Last but not least, is a solid CRM system to track your customer information and deal data. Remember, it is your goal as an energy broker to build a book of customers who stay with you for a long period of time. That way, you can develop a solid residual income stream.
In order to do that, you must be great at following up with your customers when their contracts come due so you can renew them. If you do not have some sort of CRM system where you enter your deal information, it is very easy to get disorganized and miss opportunities.
CRM systems can also be great for prospecting. If your CRM system allows, you can enter prospect information, opportunities, tasks, and activities. This allows you to stay on top of potential prospects so they do not sign with another broker. A good CRM system will also allow you to conduct some email marketing to your customers and prospects so you can continually keep your name in front of them.
Popular Energy Broker CRM Systems: