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.
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.
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.
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.