Platforms

Articles about Platforms

192 articles

Collections

Ambassador6 articlesReview how to manage referral or ambassador activity, track participation, and support customer engagement

EasyQuote15 articlesLearn how to quickly create accurate customer quotes using a simplified proposal process

Sales Velocity85 articlesExplore tools designed to help sales teams manage leads, improve follow-up, and move opportunities forward

Project Management78 articlesLearn how to track project progress, manage tasks, review documentation, and coordinate work between teams

Welcome Call7 articlesLearn how to complete and track customer welcome calls while confirming important project information

Energy Insights1 articleExplore customer energy data, usage patterns, and insights that support accurate recommendations