MSC Customer’s Page User Interface

Thats right, there is another great update to BOX’s My Service Cloud! We proudly introduce you to a NEW Design for our Customer’s Page. We fit all activities on one page for easy Customer Management. The intent is to trend into a more satisfying aesthetic for you, while also providing a higher level of usability! We know this will lead to a happier you and ensure more success! The summary view allows you to capture all results associated within this customer and explain in higher detail at a glance.

Customer’s Page User Interface

Take a peek at the newly redesigned customer page sections which include customers, accounts, quotes, contracts and proposals. The page also has CRM Integration built in, allowing you to see customer activity and help you monitor your agent’s activity! Our goal for this new design is to provide better productivity, simple to use page designs, and higher conversion rates! 

Want to learn more?! We’ve put together a PDF explaining our new user interface in more detail.

Download PDF

BOX’s My Service Cloud

Our industry leading software provides energy and natural gas professionals with a holistic back-office solution to simplify the sales process including:
  • Instant access to up-to-date prices from all of our suppliers
  • Automation to create accurate, professional contracts
  • Integration to DocuSign to send and accept electronic signature
  • Features to assist with renewal management
  • Commission and agent tracking

Let your Account Manager know if you have any questions about the new Master Agent Dashboard. Not a BOX Broker? Sign up today to take advantage of the top energy broker platform in the industry!


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