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Introducing Energy Circle's Guide to CRM for Home Performance. Professional content

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By Peter Troast - February 12th, 2013

One of the most frequent questions I get talking to auditors and home performance contractors is "What should I use for CRM?" (CRM = Customer Relationship Management.) We've worked hard to make sure the Energy Circle PRO toolset plays nicely with the most popular programs, and we've talked to a large number of companies in our sector who have been using CRM to help manage their business efficiently. 

But not all CRMs are created equal. Some are expensive, some are clunky or difficult to use, and some don't have the functionality that businesses in the home performance and energy auditing industry need.

So, we just published a Guide to CRM for Home Performance that is intended to help home performance professionals, energy auditors and others in the home energy efficiency space decide which, if any, CRM is the right option for their business. 

We began by taking a look at some of the more popuar CRMs out there -- Salesforce, Solve360, Zoho, Microsoft Dynamics CRM, and others -- mapping out their offerings, their features, and their drawbacks for those in our industry. We'll continue to update the guide to incorporate more CRM products, and to highlight testimonials of home energy pros who have used the various CRMs.

Feedback is more than welcome; we'd love to hear about any experiences you or your colleagues have had with CRM products, what you liked about them, and where they fell flat.


Dear Blogger,

My name is Charity johnson and I am a student in FIU’s School of Journalism & Mass Communication, specializing in the newly Digital Media Studies. I am currently taking a course titled “Audience Analysis, Public Opinion and New Media,” in which I work with my peers on a research project focused on environmental/green communication in the blogosphere.

I would greatly appreciate your sharing with me and my classmates your opinions on various topics related to your blogging experience by filling out an online survey. As we want to learn about blog readers too, I would ask you to kindly distribute the survey link to your automated mailing list and/or post it on your blog.

The survey will take you no longer than 15 minutes to complete and you can access it through the link below:

This survey is anonymous and does not require any identifying information.
I really appreciate your cooperation and efforts and look forward to get your insights and ideas.

Charity Johnson

School of Journalism & Mass Communication
Florida International University

cjohn036 [at] fiu [dot] edu

Posted by Anonymous on Mar 1, 2013 12:13pm

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