What We Do
WE BELIEVE IT STARTS WITH PROCESS AND PEOPLE TO MAXIMIZE YOUR TECHNOLOGY INVESTMENTS
Shaping the mindset of a cooperative from a power provider to a technology company. The problem isn’t investing in technology but understanding how to use it properly to engage employees, implement lasting processes, and measure the results where it actually matters. Utilities need a partner to help them succeed with deployed strategies rather than just educated recommendations. Drive Coop offers a fresh take on utility consulting, come see the difference.
“DO NOT GO WHERE THE PATH MAY LEAD. GO, INSTEAD, WHERE THERE IS NO PATH, AND LEAVE A TRAIL.”
— Ralph Waldo Emerson
SALESFORCE WORKFLOW RELATED PROJECTS
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With the CRM utilities can now expand to offer more than just a payment and profiles portal to more of an engagement portal. Offer an individualized experience for your customers on your new portal to offer;
Self-service workflows and applications for engaging in energy programs such as;
o solar
o fiber
o EV
o youth tour
o Self-service on Service Orders along with progress status
o Energy Audit Requests
o Embedded tableau and dashboards
o Annual meeting registration
o Events near me
o Chat/ Communication History
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This is a 2-way portal for the cooperatives builders and their construction project coordinators to streamline the workflow to streamline the project from request for service to construction. Builders can send requests in and the Builder portal walks the builder through the process allowing them to submit requests to build, follow the process step by step, and communicate two-way with the coordinators all digitally and in a self-service mode. Each step is well designed and communicated and builders now can see where their job is, and what step is next and eliminate the back-and-forth calls and email juggling. Fully developed with reports, accounting and financial forecasting, and dashboards for both builders and cooperative employees. The workflow is customized to your utility workflow!
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Track the engagement with your Key Accounts with dashboards, activity tracking, full CRM functionality, and all in the convenience of your laptop to your phone. This can be for the utility employee use only, or expanded for a 2-way portal for the Key Accounts to also have a portal into the utility to communicate and self-serve with tutorials and documentation behind a utility-branded user- authenticated web portal. Dashboards, reminders, reports, and campaigns are all part of Key Account Management.
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Easily manage your contracts by type and by term and even by department. Set up notifications on expirations, scan and view contract documents, and store information on contract negotiations and vendor interactions. Reporting and notifications are included to make sure your utility is aware of expiring contracts before the auto-renewal starts and can spend the time needed to evaluate other vendors if they need to!
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This module allows the utility to stand up a new membership application to an existing location link for their customers and members to self-service the process. This can be designed to verify you’re in the service location, walk the customer through the process, and even expand to allow the member to check their credit score and calculate their total deposit or even sign up for Pre-Pay option. The workflow collects the data, streamlines and delivers it to the right utility personnel, and emails it back to the customer to show the process. Not only speed up your utility applications but allow the process to walk the new customer through the process in a professional and efficient manner. This module includes reports, dashboards, reminders, and notifications.
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Legacy enterprise software systems in the utility aren’t able to hold all of the fields that utilities want to collect on their customers, nor should they. The CRM is designed to be easily configured to the fields and data you want to collect to help the utility truly be the energy advisor your customers want. Track interest in DERMS, Fiber, energy profiles, and more so that you can then send out campaigns related to the customers that want it. Manage the relationships that utilities of today really need with their customers. Deliver insights and dashboards, integrate with social media, and enrich communication with your members.
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Allow your members to request an energy audit right from a link on your website. This module allows the form to customize to your workflow from member to auditor, to a full report back to the member all while storing the critical and energy patterns and data in a CRM that is built to your needs. This workflow is designed around your process, and streamlined to be used on an iPad or even your phone, and then back to the member. Push the process to include campaign emails back to the members with videos of your recommendations.