Energy Efficiency Sales Teams
How does Dynamic DSM solve challenges faced by DSM Sales Teams and Managers
IDENTIFYING INFLUENCE
CHALLENGE
IDENTIFYING INFLUENCE
I am currently unable to track which campaign, which partner, which staff member, or which prior project influenced this project or opportunity.
In essence, I experience very little collaboration between the Marketing and the Sales departments.
SOLUTION
INFLUENCE TRACKING
Dynamic DSM includes functionality for identifying influence.
Each Project (aka Application) can be tracked back to [a] the Lead record which influenced it [b] the Project record which influenced it [c] the Marketing Campaign which influenced it [d] the Key Account Manager who influenced it [e] the Trade Partner who influence it.
BENEFITS
TIME & FOCUS
Processes that previously took weeks or months are now reduced to hours and days.
Program Managers and Administrators can clone individual or multiple Program Templates simultaneously.
PM’s love to use the Extract to Excel Online button, followed by making adjustments in Excel Online and hitting the “Save to System” button.
TRACKING AND REPORTING
CHALLENGE
MANUAL TRACKING AND REPORTING
As a Sales Manager, I am required to manually track Leads, Opportunities, and Projects via Excel. Unfortunately, there is no way to easily connect the actual DSM projects with the sales activity.
In essence, my team and I need to track, report, and forecast within Excel — manually. And when everyone is self-reporting, it becomes difficult to objectively make business decisions.
SOLUTION
CLONING PROGRAM TEMPLATES
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
FLEXIBILITY & MODELING
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.
ACCOUNT ACCESS
CHALLENGE
LIMITING ACCOUNT ACCESS
I am unable to limit READ and/or WRITE access to Key Accounts, Projects, Applications, Reports. I am therefore no able to prevent “opportunity theft”.
In essence, I lack the tools to protect my sales staff from other sales colleagues “stealing” their opportunities. My staff doesn’t feel safe to enter their data into the central system..
SOLUTION
DYNAMICS INTEGRATIONS
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
CLARITY, HAPPY STAFF
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.
MEASURE CALCULATORS
CHALLENGE
EXTERNAL MEASURE CALCULATORS
My team and I are forced to create and work in Excel for measure calculators. This is especially true for Custom Retrofit projects, where we then need to manually copy that data into our DSM system.
In essence, the Excel calculators and the DSM systems are not integrated, which leads to a lot of manual and frequently redundant work for my staff..
SOLUTION
XXXXXXXXXXXXXXXXXXX
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
xxxxxxxxxxxxxxxxxxxxxxxx
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.
DATA ENTRY IN MULTIPLE SYSTEMS
CHALLENGE
MANUAL DATA ENTRY IN MULTIPLE SYSTEMS
Manual data entry is required when applying for custom rebates. Additionally, my staff is required to work in multiple systems (SAP, Consumption, Outlook, DSM system/Excel, Excel Calculators).
In essence, our systems are not integrated, forcing my team to duplicate efforts and potentially increase the possibility of human error.
SOLUTION
XXXXXXXXXXXXXXXXXXX
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.
INTERNAL COMMUNICATION
CHALLENGE
INTERNAL COMMUNICATION
It is virtually impossible for members of my organization to easily collaborate on Key Accounts, Key Contacts, and Projects. This leaves my staff feeling blind-sided at times when communicating with customers.
For example, it would be nice if I knew that my customer’s Accounts Recieivable department was upset at us when I walk into an appointment.
SOLUTION
XXXXXXXXXXXXXXXXXXX
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.
ELIGIBILITY VALIDATION
CHALLENGE
MANUAL ELIGIBILITY VALIDATION
Unfortunately, we must manually validate each project to ensure that the customer is [a] eligible for the program and [b] has not previously applied in the past for this.
In essence, each Project approval takes a lot more time than it should.
SOLUTION
XXXXXXXXXXXXXXXXXXX
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
xxxxxxxxxxxxxxxxxxxxxxxx
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.
Testimonial
“We have thoroughly compared all the DSM Tracking Systems on the market, and yours is the best — hands down!”
Enbridge Gas Distribution
Uncovering utility needs. Solving ENERGY Problems!
Since 2006, we have been evolving our solutions to handle all rebate programs in a single configurable environment.