Tom Lewis
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  • Seattle, WA
  • United States
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CRM software-- any recommendations?

Started this discussion. Last reply by Abe J Degnan Apr 14, 2011. 2 Replies

Hello HEPsters,As we ramp up our business, we are looking for a low-cost CRM we can use to track our interactions and collect some metrics about our business.Have you had any experience with any…Continue

 

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Latest Activity

Tom Lewis replied to Elizabeth Guinn's discussion You might be an Energy Auditor if....
"- you pi$$ off  all of your friends whenever you visit their homes, by feeling around the outlets and inside the cabinet under the kitchen sink."
May 26, 2011
Tom Lewis replied to Joel Greenberg's discussion The Truth About Windows? in the group Weatherization
"Does anyone have any data or info (anecdotal or otherwise) on the benefits of adding storms to existing windows? I've heard anecdotally that well-sealed storms provide a bigger air gap, and thus a higher R-value for the whole…"
May 26, 2011
Tom Lewis joined Tom White's group
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Weatherization

Share your concerns and successes as a weatherization professional, or information for this community.
May 26, 2011
Tom Lewis replied to Elizabeth Guinn's discussion You might be an Energy Auditor if....
"You have a dent on your head from coming face-to-face with a raccoon in a crawlspace."
May 26, 2011
Jon LaMonte and Tom Lewis are now friends
Apr 21, 2011
Abe J Degnan replied to Tom Lewis's discussion CRM software-- any recommendations?
"If you are interested in a more robust, Quickbooks-integrated solution that handles more than just CRM-- it handles everything from the CRM initial client contact, to estimating, quotes, po's, invoices, vendor bills, even warranty tracking --…"
Apr 14, 2011
David Meiland replied to Tom Lewis's discussion CRM software-- any recommendations?
"Tom, this topic has been discussed a number of times at the JLC Online "Business Technology" forum. Joe Stoddard is the moderator and he does a great job finding and reviewing new software, including CRM. If you page through the threads…"
Apr 12, 2011
Tom Lewis posted a discussion

CRM software-- any recommendations?

Hello HEPsters,As we ramp up our business, we are looking for a low-cost CRM we can use to track our interactions and collect some metrics about our business.Have you had any experience with any inexpensive, online tools? Any recommendations?Thanks,Tom See More
Apr 12, 2011
Tom Lewis replied to Bob Kretvix's discussion Is It Conflict of Interest for BPI Energy Auditors To Sell Weatherization Products and Home Improvements? in the group Building Performance Institute (BPI)
"On the flip side of the coin, Bob, one could easily say that there are as many or MORE non-auditor contractors who will scam the customer. So the argument might be that the best judge for the best measures with the best ROI could in fact be the…"
Apr 9, 2011
Tom Lewis replied to Bob Kretvix's discussion Is It Conflict of Interest for BPI Energy Auditors To Sell Weatherization Products and Home Improvements? in the group Building Performance Institute (BPI)
"Jon, You nailed it: "It's interesting what the different programs around the country offer." We work for two utilities on turf that is constantly changing, under rules and incentives that shift equally. I don't know how…"
Apr 9, 2011
Tom Lewis replied to Bob Kretvix's discussion Is It Conflict of Interest for BPI Energy Auditors To Sell Weatherization Products and Home Improvements? in the group Building Performance Institute (BPI)
"Not sure why you call it a sham. The industry is rapidly growing, new opportunities are arising, and the business models are evolving to meet the demand and growth. I understand that the competition is tough, especially for sole proprietors/single…"
Apr 8, 2011
Tom Lewis replied to Bob Kretvix's discussion Is It Conflict of Interest for BPI Energy Auditors To Sell Weatherization Products and Home Improvements? in the group Building Performance Institute (BPI)
"One more thing: I have met a dozen auditors who have virtually zero knowledge of home science. The recommendations they can make are sometimes egregious, not cost effective, and can have negative impacts on the home's comfort and sales price.…"
Apr 8, 2011
Tom Lewis replied to Bob Kretvix's discussion Is It Conflict of Interest for BPI Energy Auditors To Sell Weatherization Products and Home Improvements? in the group Building Performance Institute (BPI)
"I will provide some clarification on my situation, after some research and discussion with program leads form the utility programs in which I work.   When I trained to become an approved auditor for local utility programs, one of the criteria…"
Apr 8, 2011
Tom Lewis replied to Bob Kretvix's discussion Is It Conflict of Interest for BPI Energy Auditors To Sell Weatherization Products and Home Improvements? in the group Building Performance Institute (BPI)
"Good point, Alan. A few weeks ago, a colleague suggested that "as long as it's free, they'll try it." Once the rebates and freebies are gone, the jobs will likely follow, and the retrofits will likely drop off as well. Regardless…"
Mar 29, 2011
Tom Lewis replied to Bob Kretvix's discussion Is It Conflict of Interest for BPI Energy Auditors To Sell Weatherization Products and Home Improvements? in the group Building Performance Institute (BPI)
"In the Seattle Area, Puget Sound Energy now offers free "Home Assessments," as opposed to full-on audits. Part of the requirement of these brief assessments (1-2 hr., sadly, focused on appliance, duct, and insulation visual inspection…"
Mar 25, 2011
Tom Lewis joined Leslie McDowell, BPI's group
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Building Performance Institute (BPI)

BPI is the nation's premier standards development, quality assurance and credentialing organization for residential energy efficiency retrofit work.See More
Mar 25, 2011

Profile Information

Company
All Home Solutions LLC
Professional Certification
BPI, Lead RRP, More
Professional Interests
Beyond making the sale: Getting our work to the point where it is one of the FIRST considerations of homeowners and home buyers, as opposed to one of the last of their concerns. How do we accomplish this?

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At 12:29pm on January 21, 2011, Diane Chojnowski said…

Hi Tom,

Welcome to Home Energy Pros! Feel free to join the conversation in the Forum and Groups. And share your energy efficiency photos, videos andupcoming events. If you're blogging about home performance, this is the place for you!

Don't forget to upload your profile photo. And add your location on our Member Map!


Thanks!
Diane, HEP Moderator

 

 
 
 

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