Account management team benchmarkingBusiness customer feedback surveysStrategic departmental planningAccount management practices assessmentIndustry best practicesSegmentation solutionsSector-specific communication guidesCustomer sector profilesData on customer preferencesStrategies for a customer-ranking process Key account planning guideStrategic sector plans Best practices for optimal organizational design

E Source has extensive experience working with utilities to improve account management practices. We know the unique challenges that come with the need to engage customers, build loyalty, and increase program participation. We’ll give you a deeper understanding of your business customers, enabling you to provide the optimal customer experience while meeting your specific goals. Our custom research highlights best practices by benchmarking your utility and its account managers to industry peers, and our consulting services can help you provide the right level of service to the right customers in the right way.

Explore Our Account Management Solutions

Our Account Management Service gives your entire organization access to industry-specific market intelligence, benchmarking tools, and other resources for business account management that will show you how to best manage and strengthen your business customer relationships, educate your staff, and measure the efficacy of your account management practices.

Research Library

You'll have access to our comprehensive library of research and analysis, along with detailed reports that focus on key account planning, account management department policies, best practices, roles, and market sectors.

Sector Snapshots

Our Sector Snapshots are designed to give account managers and the staff who support them a sharp picture of a particular business or industry sector before they interact with their customers. Each includes "Fast Facts," a sector overview, industry trends, best technologies and services, and how utilities can reach and serve this sector. Our Snapshots cover business and facility types such as data centers, restaurants, education, government, and healthcare.

Ask E Source

Membership gives you direct access to our industry experts for unlimited questions in the areas of key account planning, account management department structure, and sector-specific energy-saving recommendations.

Inclusion in Benchmarking Studies

Our benchmark studies in the areas of large, small, and midsize businesses as well as key account customer satisfaction provide a comprehensive review of your business customers. You’ll be able to identify their highest-priority needs, assess the performance of your utility and account reps in addressing those needs, compare your performance to that of others in the industry, and focus your attention on the issues that matter most to your business customers. We also conduct a survey of utility account management practices, providing you with a custom “report card” that identifies where your staff shines and where performance could be improved.

Web Conferences and Leaders Group Calls

Online meetings give you a unique opportunity to collaborate and interact with industry experts and your peers who are also being challenged to meet customer expectations.

Annual E Source Forum

This exclusive annual event for E Source members brings together account managers, commercial and industrial marketing managers, business program managers, and others who work with the business community, allowing you to take advantage of unique peer networking opportunities with utility professionals doing the same job as you. Past sessions have included end-use technologies and business energy-efficiency programs.

All of your business customers—from small businesses to key accounts—are essential to meeting your goals. We can help you deploy a strategy to better serve these customers in an optimized way that delivers the customer experience they desire.

E Source and its team of experts have been instrumental in shaping SMUD’s business customer strategy going forward. The E Source team worked very closely with our market research staff to collect and analyze survey and customer data to utilize in their segmentation models. Their results, recommendations, and advice have been key factors in helping us design an organizational structure for our account management teams to improve engagement with our business customers and to better match our service and program offerings to their needs.

Ed Hamzawi, Manager, Customer Programs & Services

Traditional, broad segmentation is no longer enough to effectively reach customers. E Source has decades of experience analyzing residential and business customer attitudes and behaviors as well as evaluating the technologies businesses use in their facilities. Our Consulting Solutions team will help you develop a tailored, insightful approach to targeting and serving your customers.

Account Management Training Our on-site one-, two-, or three-day training provides the tools and techniques business account management teams need to deliver exceptional service to customers as well as to drive sales and satisfaction higher.

Business Account Management Optimization We’ll evaluate your internal processes and structure and compare that to your business customers’ needs to identify opportunities for improving the services your utility and representatives provide. Our process and recommendations pertain to all sizes of business customers and result in optimal solutions for improving customer relationships and internal efficiencies.

We enable you to provide unbiased guidance that will help your customers improve the energy efficiency of their specific facility types with Business Energy Advisor.

Account Management Benchmarks

Our goal is to provide you with the information you need to make smart decisions. At E Source, we cut through the complexity and deliver the on-point insights necessary to make the right investments. With our market data, you'll be able to better understand your business customers. This intelligence will help you accomplish your goals while avoiding costly mistakes.