Hatteras - Energy Efficiency Sales System for Lighting Audits, Upgrades and Retrofits

Hatteras is an innovative Apple® iPad® application purpose-built to streamline the energy efficiency sales process by increasing efficiency and driving revenue growth. Hatteras makes it easy to perform an audit, build a proposal, and close a lighting sale – saving you time and skipping the frustration. For the first time ever, sales professionals can quickly & easily capture customer audit details, lookup and add energy product, pricing and specs to a proposal - and immediately analyze and review with the customer. All from an iPad® - anytime, anywhere.

Interact with your customer one-on-one, using powerful tools to analyze the results, modify values on the fly, and arrive at a solution together while never having to leave their location.

Need the flexibility to share ideas and pricing with co-workers, managers and vendor partners? Hatteras makes it easy via the cloud. After closing the sale, Hatteras converts sales into orders for review & submission directly into order fulfillment systems.

Now make one trip to one location and use one tool to create a finished lighting proposal.

Key Features

• Simple, intuitive design for iPad promotes mobility, ease of use
• Secure access to data from the cloud anytime, anywhere
• Automate the field sales process from capturing audit or new facility details to submitting order
• Accurate, up-to-date manufacturer product and pricing data provided via IDEA Industry Data Warehouse (IDW) data integration. Access and include manufacturer product descriptions, images, attributes, & specification sheets
• Import ERP product data & pricing via robust data integration. Supports Epicor, Eclipse, SX Enterprise and others.
• Accounts module manages accounts, contacts and locations. Import existing accounts and manage add/edits
• Audit module captures all the details of a facility including existing luminaires, hours of operation & associated costs. Segment customer location(s) by distinct areas. Add notes & photo image documentation.
• Design module allows for powerful product search and selection. Quickly build multiple designs and easily compare options with the Analysis module.
• Analysis module provides instantaneous feedback of key ROI metrics to share with customers - including lighting acquisition costs, “what-if” scenarios, cost benefit analysis, payback, and proposals