Inexpensive CRM Software for Energy Auditing & Sales

I am looking for feedback on any CRM software you may be using or familiar with that offer features which can be used to capture energy audit data for further retrofit work and marketing. A tool that allows the home  auditor to easily enter the data;- structure, insulation, HVAC, windows, energy usage, etc so we can easily develop targeted marketing ( example- homes with 6" attic insulation) to increase sales/awareness. Yes, there are many energy modeling and sales-to-quote packages out there- many have a high up-front cost and learning curve. I an looking for a inexpensive cloud (Internet host-based) solution for a small energy auditing company. I don't think I want to get into a full energy modeling package or complete integrated audit-to-quote package- simply the ability to capture key energy audit data with a easy to use interface and data extraction/query for targeted email or phone.

Views: 864

Reply to This

Replies to This Discussion

Great, helpful posts guys!!

Jose, I tried Solve 360 for a while.  Just couldn't get my head around it.  Hope you have better luck.  I really don't like leaving Google, they change the interface and they add services.  I don't like being removed from that.  Hopefully someone like Rapportive will come up with a way to tie the silo's together. 

Regarding comfort vs green.  How you ask a question often defines the response.  Craig's questions get the public face people want to present.  People SAY they want to be green, particularly to strangers.  But at decision making time they don't want to PAY to be green, they want green to pay for itself.  That's ok, because deep retrofit does pay for itself, and this will only become more true as energy savings becomes more transparent. 

COMFORT - because this is intangible people have a tough time deciding what they will pay for this.  After the fact they tend to be ecstatic.  But how do you quantify comfort, it's value, or what you will pay for it?

PAYBACK - this tends to be a big issue at sale, but when you call a year later so you can tune your Realization rate you find nobody tracks financial return.  

This can be frustrating.  You try to give honest numbers and they say "not enough" then they have no clue what return they've experienced before, just phony Warren Buffet type returns they've been led to believe they should expect by some window guy who promised window would pay for themselves in 3 years.  

Hopefully more of us will track results to promise.  Eventually Realization Rates will be public information.  Then contractors will compete for better results, and investing in energy retrofits won't be the "blind buy" leap of faith with no accountability that currently exists.  

In regards to leaving Google. I think Zoho's integration with Google Apps has come a long way since I was running my company on Zoho (have since left for a different job). Check this link if you are considering Zoho and want to keep using all your Google apps. I will think you will find everything integrated now. It may take some testing and difficulties in setting things up, but well worth it imo.

https://zohocrm.wiki.zoho.com/Zoho-CRM-for-Google-Apps.html

RSS

Home Energy Pros

Home Energy Pros was founded by the developers of Home Energy Saver Pro (sponsored by the U.S. Department of Energy,) and brought to you in partnership with Home Energy magazine.

Latest Activity

Dennis Heidner replied to Patrick Michaelyan's discussion Vinyl Siding with Integral Insulation
"The observation about rot is important.   I agree. One of my complaints with some of the…"
yesterday
Jennifer Schenk added a discussion to the group Job Board
Thumbnail

Job Opening - Energy Programs Manager - Frisco, CO

Energy Programs Manager - High Country Conservation CenterJob DescriptionGeneral Description of…See More
yesterday
Jennifer Schenk joined Diane Chojnowski's group
Thumbnail

Job Board

This group is for posting jobs related to all aspects of the home performance industry including…See More
yesterday
Avi Yashchin posted a status
""Will Online Learning Replace the Classroom?" Read my full article on HuffPost. http://huff.to/1cNCOie"
yesterday
Profile IconTerrell, Jennifer Schenk, Amina Lang and 3 more joined Home Energy Pros
yesterday
Patrick MacRoy commented on Melissa Ulbricht's blog post How to Optimize On-Bill Financing to Help Illinois Building Owners Invest in Energy Efficiency
"Many of these recommended improvements are included the Clean Energy Jobs bill recently introduced…"
yesterday
Susan E. Buchan posted a status
"EEBA 2015 Conference Call for Papers extended! New deadline: 3/6/15 at 5 PM CT Submission details: www.eeba.org/conference/call-for-papers"
yesterday
Casey Gesell replied to Casey Gesell's discussion Looking for home improvement companies to join our dealer network!
"Hi Patrick, What is your time frame for relocating? Would you be interested in operating in the…"
yesterday

© 2015   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service