Setting up the advanced sales management system

When Epixel MLM Software was handed over the responsibility of developing the sales management system, one goal we focused on was to create a system that wouldn’t compromise on the expected returns and user experience. Of course, with security and privacy in focus.

The features were developed to meet each peculiar challenge the energy MLM companies in the sector are facing.

Contract management

The company can configure one standard contract for all markets or separate ones that respect the regional laws. Business admin can make changes as needed, and the previous version preserved for future reuse.

Every time a customer onboarding is initiated, contracts are personalized with the user’s name and details to be presented for e-signing. This auto generated contract will have every detail of the customer like basic personal information, chosen plan, rates, and contract terms.

The company can choose to use the inbuilt e-signing feature or integrate tools like DocuSign or Adobe Sign. The contracts are stored securely with time and version controls recorded for future reference.

Agents are alerted to take prompt action when a customer's contract is about to expire. They can also access all customer contracts on their agent portals.

Automated utility verification

The system automatically verifies utility information like customer identities, meter numbers, and addresses of users through APIs. It displays the verification status as pending, approved, rejected, or needs correction in real time. Incomplete or incorrect data is alerted to the user and the business admin compelling a prompt update so that there are no onboarding delays because of missing information.

Activation tracking

The accuracy in commission management starts with activation tracking. As soon as the service gets activated, the agent qualifies for commissions in the upcoming payout cycle. The system tracks every stage of activation from user registration, contract submission, verification, confirmation from service provider to activation date.

When an activation is complete, the corresponding agent receives a notification informing them about the successful completion, so they know their eligibility for commissions. Admins will be alerted if there are any pending or overdue activation cases.

The activation tracking system syncs directly with the commission management system and ensures agents are paid customer acquisition bonuses right on time.

Commission management

After activation, when an agent enters the commission system, they are placed on a genealogy tree with necessary personal and customer details. Commissions are paid after every service billing cycle automatically to their preferred account. The calculation of residual commissions is also automated and calculated based on energy consumption either monthly or quarterly, as the brand decides.

Automated compliance management

Energy services contracts in the Europe must follow EU energy directives, country-specific regulations, and GDPR. The automated compliance management system performed EU regulatory checks and ensured that the system adapts to EU consumer rights in specific regions.

The business can upload country-specific contract templates so each agent in the country knows which one to present to their customer. The system ensures that all must-keep disclosures, legal clauses, and consumer rights statements are included.

The personal data of agents and customers is processed according to the GDPR policy to avoid legal concerns. Any violation, missing data, or risks are presented on a compliance dashboard for the admin to monitor and intervene.

Rate selection support

Customer confusion on choosing a cost-effective energy service provider is eliminated through the rate selection support feature. The system recommends the best available plan based on the customer’s location, utility provider, estimated energy usage, and current tariff trends.

Admins can update tariff changes instantly so that agents can provide the most accurate and up-to-date details to customers. Customers and agents can also view estimated monthly costs, savings, and a detailed breakdown of all charges.