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: 932

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.  Home Energy Pros is sponsored by the Better Buildings Residential Network.

Latest Activity

Malcolm McKelvie replied to Alan Gindt's discussion Minneapolis Blower Door System for sale in the group Energy Auditing Equipment for Sale, Trade or to Purchase
"yes I would pay the delivery fee!"
yesterday
Alan Gindt replied to Alan Gindt's discussion Minneapolis Blower Door System for sale in the group Energy Auditing Equipment for Sale, Trade or to Purchase
"Malcolm, If you want to pay delivery from USA we can talk. Otherwise no thanks."
yesterday
Malcolm McKelvie replied to Alan Gindt's discussion Minneapolis Blower Door System for sale in the group Energy Auditing Equipment for Sale, Trade or to Purchase
"How old is it? I assume it is in good working order? I'm interested in it but the price needs…"
yesterday
William H Nickerson replied to Kim Tanner's discussion Fantastic innovation
"So that's where you use those True Flow plates....."
yesterday
Colin Genge updated an event
Thumbnail

Passive House Testing Webinar with Kevin Brennan of the Passive House Academy at Online

September 29, 2015 from 1pm to 2pm
Tests needed to qualify as a passive houseWhy we’re seeing an increase in PH buildingsBest…See More
yesterday
Colin Genge updated an event
Thumbnail

DM32 Smart Gauge 101 Webinar at Online

September 22, 2015 from 1pm to 2pm
Webinar Learning Objectives:Gauge settings and operationCalculate results in the gaugeUpdate the…See More
yesterday
Colin Genge updated an event
Thumbnail

Blower Door 101 Webinar at Online

September 15, 2015 from 1pm to 2pm
See how easy it is to do your first test. Learn tips to perform your first duct test in only twenty…See More
yesterday
Colin Genge updated an event
Thumbnail

Zone Pressure Diagnostics (ZPD) with Bill Eckman of NME$A Webinar at Online

September 10, 2015 from 1pm to 2pm
Benefits and limitations of Zonal Pressure Diagnostics (ZPD).Best practices for accurate…See More
yesterday

© 2015   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service