My Service Cloud (MSC)

My Service Cloud: A Comprehensive CRM Solution

Creating contracts and updating pricing from several suppliers can be a time-consuming and error-stricken process. With BOX’s My Service Cloud (MSC), you get instant access to powerful cloud-based software to help streamline and automate essential tasks.

MSC is a holistic back-office solution that takes care of many administrative items such as pricing, contract creation, DocuSign integration, commission tracking and automated contract renewal management so you can get the job done faster and easier than ever before.

All of the Best Platform Features with NO MONTHLY FEES

PRICING

  • Multi-Supplier Pricing

  • Auto Matrix Processing

  • Email Pricing Requests

  • Supplier Portal Integration

  • Search by Contract Term

  • Tax and Commissions

COMMISSIONS

  • Project Future Commissions

  • Track Flowing Meters

  • Track Dropped Meters

  • Multiple Payment Options

  • Combined Commission Files

  • Dedicated Commissions Team

PROPOSALS

  • Custom Quotes

  • Generate Multiple Quotes

  • Include Term Sheets

  • Email Estimated Savings

  • Branded Quotes

  • Easy Re-Quotes

CONTRACTS

  • Request LOE

  • Request LOA

  • Generate Supplier Contracts

  • Generate PDF Contracts

  • Auto Supplier Contracts

  • DocuSign Integration

Backed by Access to a World-Class Support Team

With Broker Online Exchange, you get a dedicated account manager who is committed to your success and available to provide insights, market conditions, sales strategy and more.

Organize Your Business with My Service Cloud Pipelines

My Service Cloud Pipelines

Leads Pipeline

Track, monitor and organize your leads to have knowledge on where each one are at in the sales process

Contracts Pipeline

Keep all of your contracts organized and easily move and track them along the contract journey

Contract Renewals Pipeline

Help inform your customers of upcoming renewals with automated contract generation

Gain Instant Access to the Best Energy Broker Platform in the Industry – My Service Cloud