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Product Update: UtilityGenius CRM Integration

Product Update: UtilityGenius CRM Integration
1:30

 

Unlock Utility Rebates to Accelerate Your Energy Efficiency Sales

UtilityGenius CRM Integration seamlessly brings comprehensive utility incentive data directly into your CRM. With incentives from over 3,500 utilities and government programs across North America, your sales team can instantly identify available incentives for every prospect, automatically matched by project location.

Dash + Deal-1


Why it Matters

  • Close More Deals

    Help customers reduce their upfront costs with rebates, making energy efficiency projects more attractive

  • Save Time

    No more hunting through utility program websites; all incentive information is pre-loaded

  • Qualify Faster

    Instantly see which technologies qualify for rebates in your prospect's region

  • Win Larger Projects

    Help customers maximize incentives by identifying all applicable programs

 

How it Works 

Using custom objects and automated associations, you can access UtilityGenius utility incentive data in your existing CRM platform. This allows you to link incentives to any CRM object with a zip code - think deals, contacts, and accounts. Reference incentive details during sales conversations, viewing all available programs and incentive rates right on your objects. You will also be able to run reports that can be included on dashboards. 

Our program and incentive data spans over 3,500 commercial utility and government programs across North America, with many eligible technology types including LED lighting, HVAC, Controls, VFDs, EV Charging, and many more. You’ll be able to see important dates, electric rates, eligibility information, project caps, and incentive rate ranges.

 

Supported Platforms and Implementation

HubSpot (Available Now) | Salesforce (Coming Soon) | Dynamics 365, Zoho, SAP (Planned)

 

Data flows through batch API operations for optimal performance. Two custom objects are created, UG Programs, with 21 properties or fields, and UG Incentives, with 11 properties or fields. For more information about implementation requirements, please reach out at hello@utilitygenius.com.

Ready to Get Started? 

Empower your sales team with instant access to utility incentive data with UtilityGenius for CRM. Fill out this form to schedule a demo and see how UtilityGenius CRM Integration can transform your energy efficiency sales process. 

 

 
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