Enerflo Product Announcements

OCTOBER 20, 2023

It's hard to believe we're officially in Q4 of 2023! Days are getting shorter and colder and for the states that still participate in Daylight Savings, you'll be "falling back" at the start of November. From there, the holidays come in hot and life can get a little dizzying until the new year. On that note, a little planning can go a long way -- whether you're planning for the holidays, or for the new year. Before things get too crazy, take a moment to think about what you want for your solar business in 2024. Did anything go sideways for your business in 2023? And if so, how are you planning to avoid repeating some of the same mistakes in 2024? 

Thank you for your partnership and business!

New Features & Updates at a Glance

FOR SALES & CONTRACTING

Enerflo Sales Core

  • UPDATE: Deal Template Conditional UI Improvements
  • NEW: Fixed, Per-unit Pricing Option
  • UPDATE: Multiple Types of Batteries now Supported on a Design
  • UPDATES: More Updates to the Aurora Design integration
    • Aurora "Exit to CRM" button
    • Aurora User Validation
  • UPDATE: BrightOak rebrands to Lumifi
  • UPDATES: Across Finance Products
FOR PROJECT MANAGEMENT & FULFILLMENT

Enerflo Wingman

Enerflo has invested millions in the development of its V2 platform -- and there is finally some light at the end of this tunnel. 

While there are no updates to report in October, the team is laser focused on finalizing and prepping the V2 Platform for partner migration, so that V1 can be sunsetted.

 

NEW TRAINING AVAILABLE!

For Sales Reps

  • NEW Sales Core Certification Training (V2) for Sales Reps

Get your Sales Reps Enerflo Certified!
Your teams needs to be using Enerflo correctly and consistently to get the most out of your investment. Login to Enerflo.io to access the training.

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Enerflo Helps Installers Reduce Their Project Duration

Enerflo Partners' Install timelines down 62% relative to peers despite volumes almost doubling

Ohm Analytics, a 3rd party organization, conducted a case study to measure the impact of Enerflo on install timelines. Enerflo helps create efficiencies for these organizations that enable them to both shrink their install timelines and increase their volume.

Ohm Analytics: Enerflo partners' install timelines down 62% relative to peers despite volumes almost doubling.

Enerflo V2 Platform

For Sales & Contracting

UPDATE
Deal Template Conditional UI Improvements

Deal Templates just keep getting better and better!

The most recent set of updates will give Enerflo partners even more control over their deal flows, as well as create even more time-saving efficiencies. These conditional operators let Enerflo partners configure what questions should be visible to reps depending on the deal. With this updated UI (User Interface), Enerflo partners will be able to set up and make new changes easier, faster, and more confidently.  
  • Filtered out invalid options
  • Updated terminology to be more accessible
  • Made nesting clearer and faster to set up

Enerflo Deal Template - Conditional UI

enerflo-deal-template-conditional-ui
NEW

Fixed, Per Unit Pricing Option

Pricing for batteries and other equipment can now be updated quickly and easily in Enerflo.

This pricing type is most commonly used for batteries, though other equipment may benefit as well. With this new preset option, pricing is quick and simple to set up. The new preset pricing option for equipment enables:

  • Set up pricing tiers with specific pricing
  • Easy to use UI setup

It's easy to add Vivint SmartHome to your solar deals with Enerflo

enerflo-fixed-per-unit-pricing

UPDATE

Multiple Types of Batteries Now Supported on Designs

Enerflo now supports multiple line items for each battery in a bundle on the contract.

Previously, Enerflo only supported one type of battery on a design. With this update, reps are now able to include as many types of batteries as they need on their deals.

 

enerflo-multiple-batteries-per-design

UPDATES

More Updates to the Aurora Design integration

Enerflo continues to improve the integration with Aurora, making it more robust with each update.

The October updates include:

  • New "Exit to CRM" button -Enerflo’s Design team has turned on the ability to route a user from Aurora’s Sales Mode to Enerflo using Aurora’s Exit to CRM button. This new feature makes the Enerflo partners' experience smooth by being able to get back to Enerflo with the click of a button on Aurora’s Sales Mode interface.
  • User Validation - The Design team has added a user validation feature to check if a user exists in Aurora. If they do not have a user in Aurora, the user will be invited to create an Aurora user account. This feature allows partners who utilize Aurora to have a smooth experience to check if a user is in Aurora and, if not, create an Aurora user account that can be linked to their Enerflo account.

See how easy it is to navigate back and forth to Aurora Sales Mode from Enerflo

enerflo-aurora-sales-mode-toggle-button

Aurora User Validation now supported in Enerflo

enerflo-aurora-user-validation

UPDATE

BrightOak Rebrands to Lumifi

BrightOak changed their name to Lumifi to align more closely with their mission statement.

Enerflo is continuing the integration partnership with Lumifi through their rebrand and Enerflo has updated the integration with Lumifi to support the name change and their products.

 

Lumifi-Logo-New

UPDATES

Finance Products Updates

In order to remain competitive, several Lendflo integrated lenders updated their products.

Enerflo completed product updates for the following lenders:

  • Service Finance
  • Mosaic
  • Lumifi (formerly BrightOak)

 

enerflo-finance-products-updates-service-finance-mosaic-lumifi

Legacy (V1) Platform

For Sales, Contracting & Fulfillment

While there were No Major Updates for October, the Legacy/V1 Platform team remains committed to and focused on the success of the Enerflo partners still using features on the V1 Platform, while also working diligently towards completing the migration of all Enerflo partners to the V2 Platform.

Thank you for your interest! See you again in November.

Enerflo Is Trusted by Some of the Biggest Names in Solar