Chartwell can help you accomplish your goals. Our wide range of services ensures our members have access to objective insights and strategies to make smart and timely business decisions.
From Arrears to Action: Modern Credit & Collections Strategies for Utilities
As arrearages reach historic levels, utilities must rethink traditional credit and collections approaches. This session explores data-driven segmentation, proactive customer engagement, payment pla...
How DTE Reduced Weather-Driven Call Volume with BillWise AI
(Complimentary Webinar) Join DTE and Convey partnered with Chartwell as they share how BillWise AI helped proactively address weather-driven bill fluctuations, deflect avoidable calls, and support ...
Chartwell’s Outage Best Practices Award Winners & PowerUp Conference Preview
(Complimentary Webinar) Join Chartwell and special guests as we reveal the winners of this year’s Best Practices Awards in Outage Communication, Outage Operations, Business Continuity and Emergency...
How TEP Uses Voice of the Customer Data to Improve Outage Communications
In this webinar, Sandy Holland, Principal Data Analyst, will share how TEP used targeted voice-of-the-customer surveys to identify the specific gaps in their outage communications and translate tha...
Utilizing a CRM to Improve Service for Business Customers
The amount of information that utilities have about business customers is huge but how do you keep track of so much data? How can you manage that data to help your team provide outstanding service? A CRM tool is a significant benefit. With a CRM, your account management team has access to customer information to help them know their customers better, keep track of customer transactions, interactions and projects, and enable them to strengthen customer relationships. Having a CRM platform that captures this information empowers account managers with knowledge about their business customers and all the programs, products and services the customer participates in, and opportunities for customer engagement. Hear from two utility professionals about how their utilities do this so well and learn how their CRM has empowered their account management team.
Speakers:
Justin Partee, Sales and Economic Development Manager, Connexus Energy
Justin Partee is the Sales, Marketing, and Economic Development Manager for Connexus Energy in Ramsey, Minnesota. He began his career at Connexus in 2019 by being tasked to bring a full sales culture to the organization. Prior to being in the energy industry, Justin directed sales operations and teams with leading consumer packaged goods organizations and in the fenestration industry. Justin has a passion for Economic Development and has obtained a masters degree in Community and Economic Development from the University of Central Arkansas. In his free time, Justin is coaching youth sports (football, baseball, softball, and golf) that his children are active in and working on his Retirement Plan B of eventually qualifying for the Senior PGA Tour!
Josh Richards, Supervisor, Business Contact Center, Salt River Project
Josh is the Business Contact Center Supervisor at SRP (Salt River Project), bringing over 11 years of customer-facing experience to the role. Starting his journey with SRP in the call center, Josh has steadily advanced into leadership positions, gaining valuable expertise in Customer Billing & Accounting, and spending the last three years as a Strategic Energy Manager. His involvement in these fields has equipped him with a robust understanding of SRP’s CRM systems, making him a key asset in driving customer satisfaction and operational efficiency. New to the role of Supervisor, he looks forward to assisting his team in continuously delivering the ultimate customer experience in any way possible.
