reaching small business customers: successful strategies and the ones that got away

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Successful Strategies and the Ones That Got Away Reaching Small Business Customers © 2011San Diego Gas & Electric Company. All copyright and trademark rights reserved. Brandi Turner Energy Innovation Center Manager E Source Forum 2014 September 29–October 2, 2014

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Struggling with what to do for your small and midsized (SMB) business customers? Well, you’re not alone. But a number of utilities have come up with some innovative approaches for improving engagement with their SMB customers. Get inspired by the creative ideas being implemented to better serve and communicate with this hard-to-reach customer segment.

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Page 1: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Successful Strategies and the Ones That Got Away Reaching Small Business Customers

© 2011San Diego Gas & Electric Company. All copyright and trademark rights reserved.

Brandi Turner Energy Innovation Center Manager

E Source Forum 2014 September 29–October 2, 2014

Page 2: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

What’s impacting our SMB customers…

General Rate Case Costs

Page 3: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

2013 & 2014 Small Commercial Class Average Rate Changes

Combine that and what do you get?

18.2

19.6 20.3 20.1 20.1

21.2

22.8

23.8

1415161718192021222324

Cent

s/kW

h

31%

Page 4: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Marketing Drivers

• Changing rate structures and rate increases create urgency to provide the best solution to customers.

• Solutions fall into two categories:

Pricing Plan Options Integrated Demand-Side Management Options

Page 5: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Business Customer Marketing Goals

Rate & Bill Education

• Informed customers • Provide tools and info for a

positive customer experience

Solutions Education & Awareness • Highlight benefits of our integrated

energy solutions

Solutions Enrollment

• Participation in prioritized offerings: – Programs – Services – Tools – Pricing plans

Create awareness of Customer Solutions

Drive enrollment in Customer Solutions

Prepare customers for pricing changes & time-of-use pricing

Page 6: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Bundled Business Solutions

The “4” in Good 4 Biz represents the four solution bundles that comprise the bulk of our programs, tools, and services for businesses:

1 - Expert Help 2 - Personalized Tools 3 - Financial Incentives 4 - Billing Options

Page 7: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Power Behind the Promise

SMB Team

Outreach Advisors

Energy Innovation Center Call Centers

On-Site Auditors

Page 8: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

The Big Idea…

• Direct Marketing & AE Communications • Outreach Events & Presentations • Website & Social Media • Business Seminar Series & Workshops • Bill Packages • PR

• Mass Media (TV, Online, Print ) • Energy Rates & Solutions Webinars • Energy Showcase Expo & Energy Solutions Center • Business Association Collaboration Packages • Targeted Offers with Personal Follow-up • Customer Recognition & Reward

Page 9: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Rate & Bill Education Execution

Page 10: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Solutions Education & Awareness Execution

Page 11: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Solutions Education & Awareness Execution

Page 12: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Solutions Education & Awareness Execution

Page 13: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Solutions Enrollment Execution

Page 14: Reaching Small Business Customers: Successful Strategies and the Ones That Got Away

Questions?