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, Salt River Project

 

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