The eBest Solution

Campaigns

As products frequently change due to changing prices and business rules, it can be difficult to keep sales teams updated with correct offers, codes and information on current products. Ultimately, sales representatives often fail to accurately reflect current product or rate changes when interacting with potential customers.

Sales campaigns are managed through our campaign dashboard. This powerful tool allows marketing and operations teams to collaborate and create real time campaigns specific to marketers, products and promotions. Our sales app and call center portals provide agents with real time offers and promotions current to their current area, utility and market. No need to send emails when products have been updated.

Sales Verification and QC

QC teams monitoring sales quality need to know that an account is genuine and has passed its TPV before being enrolled, and was a legitimate sale. However, enrollment processes are often completely manual and time-consuming, or automatic processes that lack control over which accounts should be retained for further QC or verification.

Using verification rules, rescind rules and quality control queues, we ensure each account is verified and sent out in a timely manner. Accounts are sent for enrollment only after necessary files have been obtained, attached and approved. Our QC team reviews, monitors and grades sales based on their criteria, and can connect their QC results to an account to be accessed at any time.

Marketer Payments

How do you keep track of numerous marketers and complex payment methods? Now include chargebacks, bonuses and incentives, and this becomes a nearly unmanageable task. Valuable time is wasted reviewing spreadsheets and sending emails to marketers and no way sure way to know if the account was paid for.

EBest effectively manages all aspects of marketer payments, including chargeback rules, net pay rules and incentive targets that create successful campaigns. Sit back and let your team work their magic. Our dynamic dashboard allows your business to implement rules regarding marketers, areas, usage, products, thresholds, etc. With a simple click of a button, you receive a detailed report on each account and its payment status that calculates all chargebacks, payments, pending accounts and rejected accounts to give you an accurate spreadsheet for your marketer & bookkeeper. For increased control, each paid account’s payment status and amount is flagged with the ability to reset payments and chargebacks, if necessary.

EBest handles all areas of residual payments and their different payment options with a seamless set up process and the ability to generate clear, accurate reports for your agents.

Our sales portal maximizes your valuable time often wasted on waiting for spreadsheets from sales teams and TPV companies to enroll accounts. The eBest portal will take your newest customer and instantly begin their journey of enrollment and service with you.

Customer Documents

As a company grows, customer documents become increasingly difficult to track Whether its offer and promotion letters or TPV files, which often require searching numerous providers to locate, this information must be easily accessible at all times.

Our software allows you to attach all files, recordings and correspondence to each customer’s respective account. Need to listen to their TPV? Simply select the TPV file from within the customer’s account. Read the contract without shopping around your operations database, or find their offer sheet without looking for version numbers or expired documents.

Enrollment Rejections

Managing all accounts rejected by the utility can be challenging. Ever-changing databases cause spreadsheets to become outdated within hours. Basic rejection fixes often require you to simply resend them for enrollment, a process that usually requires manual operation.

eBest was designed to deal with rejections efficiently and effectively. Automatically choose which rejections you want your rejection team to handle, and which should be resolved automatically, whether by resending them at a given time, or by completely rejecting. With all necessary information available to the queue team on their screen, your team can work effectively, quickly, and all in real time.

Follow-up Products

Dangling incentive products to promote new customer retention can be a taxing manual process. This can that require individual account reviews and manual changes to new pricing systems.

With eBest, creating products and follow-on rates is easy and simple. Following set up, a customer automatically moves from rate to rate at the designated time. The dynamic set-up dashboard allows you to create and customize rates, products and options. Gain pricing control and base your rates off utility rates or cost percentage points.

Customer Main Screen

To properly service and track client activity, the entire gamut of customer information must be available in seconds, especially when speaking with a client in real time. Unorganized account information makes it difficult to locate important data and realize the full scope of each account.

We designed ebest for the ESCO business, understanding the needs of the industry, and that’s why each customer account information is there in front of you. Seamlessly navigate customer’s account with all the information clearly available on one main screen.

Multiple Accounts or Instances

Jumbling new, old and returning customers creates a mixed bag of data that can be difficult to discern. Frustrating questions can cause disarray, such as “Why is a returning customer’s previous reads represented in their new account?” and “Why isn’t a customer’s gas and electric accounts linked to simplify data searching?

Built on a dynamic core data model designed for ESCO’s not utilities, eBest recognizes returning customers and links their new information to previous account history. All account information, including gas and electric bills, can be accessed from the customer page, allowing your business to track activity and easily navigate through accounts even if they are at different premises. Programmable rules managed by the business enable customer documents and verification rules to connect across the accounts.

Billing

Manual billing systems require intensive, time-consuming processes to generate bills, such as importing 867’s, processing them into charges and sending them out as invoices. Amending and implementing price changes  raise additional challenges as they demand arduous manual tasks.

Ebest takes care of all the manual tasks for you. 867’s are imported based on a pre-determined schedule, processed and sent out as invoices. Reports alert your operations team to identify warnings or errors.

With just a couple of clicks, our dynamic price change process enables you to alter prices for all your accounts, as well as the ability to review and edit prior to their release. We track the price change responses on an account level, so you can personally deal with any rejections and ensure your accounts are priced correctly.

EDI Response Tracker

Monitoring enrollment requests and EDI responses is an important element to maintaining efficiency, especially when utilities may fail to respond to an EDI requests. Without a proactive request tracking system, important information, such as price changes, can go unanswered and operations may only realize the oversight after it’s too late.

EBest monitors all your EDI requests to ensure a response has been received. If we fail to detect a response within 48 hours of the request, we alert the user via a report, so they can take further action.

Valuable Account Drops

Inevitably, retail energy business will lose customers. The more valuable the client, the bigger the pinch. Efficiently monitoring drop requests ensures business know which customers are inactive and whether to reconnect with them.

Our customizable notification alerts send emails sent to your retention team or agents notifying them any time a valuable account submits a drop request. With customizable usage thresholds, you can manage and retain your most valuable customers without the need to constantly check their active status.

Lower Customer Churn

When a customer chooses to leave, it’s crucial to reach out as soon as possible to retain their business. Unfortunately, this may require an arduous process of mining various account status reports, or worse, failing to address their departure and losing a customer.

Account queues eliminate hours of tedious work by allowing you to create rules that will automatically place an account in a queue for your operations or customer service team to review.  Set up this queue for dropping accounts and those scheduled to leave. Simply open the queue for a list of every customer to save!

Invoice to Remittance Check and Balance

How can you ensure that you’re paid 810 invoices match the wire amount for your 820 remittances? Discovering a solution to monitor and confirm transaction accuracy is crucial to any ESCO.

EBest reports ensure that your 810 invoices have a matching 820 where applicable. Our wire verification system matches your bank wires received with the 820 totals to ensure all your amounts are accurate and in sync

User Controls

To run a seamless retail energy business, it’s often necessary to share data between multiple teams, such as enabling certain teams access to higher option levels and capabilities, while limiting others.

Security is paramount for any good business operation, and we understand different people need access to different functions and capabilities. Enable and disable access instantly through our security clearance settings that allow you to easily manage allowances, setting, clearances and tools given to each user. This can be done on an individual level or a group level, while functions and access can be controlled on a micro level.

The eBest Solution

As products frequently change due to changing prices and business rules, it can be difficult to keep sales teams updated with correct offers, codes and information on current products. Ultimately, sales representatives often fail to accurately reflect current product or rate changes when interacting with potential customers.

The eBest Solution

Sales campaigns are managed through our campaign dashboard. This powerful tool allows marketing and operations teams to collaborate and create real time campaigns specific to marketers, products and promotions. Our sales app and call center portals provide agents with real time offers and promotions current to their current area, utility and market. No need to send emails when products have been updated.

QC teams monitoring sales quality need to know that an account is genuine and has passed its TPV before being enrolled, and was a legitimate sale. However, enrollment processes are often completely manual and time-consuming, or automatic processes that lack control over which accounts should be retained for further QC or verification.

The eBest Solution

Using verification rules, rescind rules and quality control queues, we ensure each account is verified and sent out in a timely manner. Accounts are sent for enrollment only after necessary files have been obtained, attached and approved. Our QC team reviews, monitors and grades sales based on their criteria, and can connect their QC results to an account to be accessed at any time.

How do you keep track of numerous marketers and complex payment methods? Now include chargebacks, bonuses and incentives, and this becomes a nearly unmanageable task. Valuable time is wasted reviewing spreadsheets and sending emails to marketers and no way sure way to know if the account was paid for.

The eBest solution

EBest effectively manages all aspects of marketer payments, including chargeback rules, net pay rules and incentive targets that create successful campaigns. Sit back and let your team work their magic. Our dynamic dashboard allows your business to implement rules regarding marketers, areas, usage, products, thresholds, etc. With a simple click of a button, you receive a detailed report on each account and its payment status that calculates all chargebacks, payments, pending accounts and rejected accounts to give you an accurate spreadsheet for your marketer & bookkeeper. For increased control, each paid account’s payment status and amount is flagged with the ability to reset payments and chargebacks, if necessary.

EBest handles all areas of residual payments and their different payment options with a seamless set up process and the ability to generate clear, accurate reports for your agents.

Our sales portal maximizes your valuable time often wasted on waiting for spreadsheets from sales teams and TPV companies to enroll accounts. The eBest portal will take your newest customer and instantly begin their journey of enrollment and service with you.

As a company grows, customer documents become increasingly difficult to track Whether its offer and promotion letters or TPV files, which often require searching numerous providers to locate, this information must be easily accessible at all times.

The eBest solution

Our software allows you to attach all files, recordings and correspondence to each customer’s respective account. Need to listen to their TPV? Simply select the TPV file from within the customer’s account. Read the contract without shopping around your operations database, or find their offer sheet without looking for version numbers or expired documents.

Managing all accounts rejected by the utility can be challenging. Ever-changing databases cause spreadsheets to become outdated within hours. Basic rejection fixes often require you to simply resend them for enrollment, a process that usually requires manual operation.

The eBest solution

eBest was designed to deal with rejections efficiently and effectively. Automatically choose which rejections you want your rejection team to handle, and which should be resolved automatically, whether by resending them at a given time, or by completely rejecting. With all necessary information available to the queue team on their screen, your team can work effectively, quickly, and all in real time.

Dangling incentive products to promote new customer retention can be a taxing manual process. This can that require individual account reviews and manual changes to new pricing systems.

The eBest solution

With eBest, creating products and follow-on rates is easy and simple. Following set up, a customer automatically moves from rate to rate at the designated time. The dynamic set-up dashboard allows you to create and customize rates, products and options. Gain pricing control and base your rates off utility rates or cost percentage points.

To properly service and track client activity, the entire gamut of customer information must be available in seconds, especially when speaking with a client in real time. Unorganized account information makes it difficult to locate important data and realize the full scope of each account.

The eBest solution

We designed ebest for the ESCO business, understanding the needs of the industry, and that’s why each customer account information is there in front of you. Seamlessly navigate customer’s account with all the information clearly available on one main screen.

Jumbling new, old and returning customers creates a mixed bag of data that can be difficult to discern. Frustrating questions can cause disarray, such as “Why is a returning customer’s previous reads represented in their new account?” and “Why isn’t a customer’s gas and electric accounts linked to simplify data searching?

The eBest solution

Built on a dynamic core data model designed for ESCO’s not utilities, eBest recognizes returning customers and links their new information to previous account history. All account information, including gas and electric bills, can be accessed from the customer page, allowing your business to track activity and easily navigate through accounts even if they are at different premises. Programmable rules managed by the business enable customer documents and verification rules to connect across the accounts.

Manual billing systems require intensive, time-consuming processes to generate bills, such as importing 867’s, processing them into charges and sending them out as invoices. Amending and implementing price changes  raise additional challenges as they demand arduous manual tasks.

The eBest solution

Ebest takes care of all the manual tasks for you. 867’s are imported based on a pre-determined schedule, processed and sent out as invoices. Reports alert your operations team to identify warnings or errors.

With just a couple of clicks, our dynamic price change process enables you to alter prices for all your accounts, as well as the ability to review and edit prior to their release. We track the price change responses on an account level, so you can personally deal with any rejections and ensure your accounts are priced correctly.

Monitoring enrollment requests and EDI responses is an important element to maintaining efficiency, especially when utilities may fail to respond to an EDI requests. Without a proactive request tracking system, important information, such as price changes, can go unanswered and operations may only realize the oversight after it’s too late.

The eBest solution 

EBest monitors all your EDI requests to ensure a response has been received. If we fail to detect a response within 48 hours of the request, we alert the user via a report, so they can take further action.

Inevitably, retail energy business will lose customers. The more valuable the client, the bigger the pinch. Efficiently monitoring drop requests ensures business know which customers are inactive and whether to reconnect with them.

The eBest solution

Our customizable notification alerts send emails sent to your retention team or agents notifying them any time a valuable account submits a drop request. With customizable usage thresholds, you can manage and retain your most valuable customers without the need to constantly check their active status.

When a customer chooses to leave, it’s crucial to reach out as soon as possible to retain their business. Unfortunately, this may require an arduous process of mining various account status reports, or worse, failing to address their departure and losing a customer.

The eBest solution

Account queues eliminate hours of tedious work by allowing you to create rules that will automatically place an account in a queue for your operations or customer service team to review.  Set up this queue for dropping accounts and those scheduled to leave. Simply open the queue for a list of every customer to save!

How can you ensure that you’re paid 810 invoices match the wire amount for your 820 remittances? Discovering a solution to monitor and confirm transaction accuracy is crucial to any ESCO.

The eBest solution

EBest reports ensure that your 810 invoices have a matching 820 where applicable. Our wire verification system matches your bank wires received with the 820 totals to ensure all your amounts are accurate and in sync

To run a seamless retail energy business, it’s often necessary to share data between multiple teams, such as enabling certain teams access to higher option levels and capabilities, while limiting others.

The eBest solution

Security is paramount for any good business operation, and we understand different people need access to different functions and capabilities. Enable and disable access instantly through our security clearance settings that allow you to easily manage allowances, setting, clearances and tools given to each user. This can be done on an individual level or a group level, while functions and access can be controlled on a micro level.