The accounts most likely to respond to projects, incentives, or consulting opportunities. Delivering low hanging fruit to account managers and field reps.
Compelling visuals, deep insights, and robust communication tools. Connecting multi-account locations with incentivized capital projects.
Automated lists of ranked accounts. Streamlining staff time by prioritizing visits based on energy use flags, peer comparisons, and more.
Powerful data analytics empower utility teams with the know-how to better target customer needs and build stronger relationships. The Agentis Advisor Portal delivers deeper insights, more efficient teams, and happier customers.
Interval data analysis, combined with segmentation, allows utility personnel to focus on specific industries or business sizes to promote programs, RCx, or other incentives and opportunities. Enable your energy efficiency team by highlighting the accounts that will see the greatest benefit from utility programs.
The Advisor Portal provides a portfolio-wide view of specific business customer subsets. Data analytics and compelling visuals help pinpoint opportunities within an account portfolio and easy to understand visuals enable better client communication. Find the best accounts and deliver relevant helpful suggestions.
Powerful data analytics empower utility teams with the know-how to better target customer needs and build strong relationships. Agentis’ Advisor Portal helps utility personnel open conversations in new ways and deliver solutions that exceed customer expectations.
Enablement tools for your staff on the road. Agentis provides streamlined report building, note taking, CRM integration, and more to your field rep team. Engage customers and empower your staff with the best tools on the market.