energyOrbit can provides a front end portal for your customers and trade allies, allowing self-service for rebate tracking. DSM/EE organizations use portals to give their customers the option to tap into a modern self-service environment for users to conveniently apply for / manage their rebates. The end result is that more applications are processed in a shorter period of time at a lower cost overall, making it easier for customers and trade allies to participate in the programs, achieve portfolio goals and improve the cost-effectiveness. energyOrbit portals do not require a web development team to make changes to reflect ongoing program changes in EE program parameters (new programs, measures, incentives, requirements, etc). Your energyOrbit system administrator is able to manage your EE program content and measures from within energyOrbit. Below are some portal features:
Example of energyOrbit portal page showing available energy conservation programs.
energyOrbit is provisioned as a stand-alone product or in conjunction with the full Customer Relationship Management (CRM) suite of products from salesforce.com. CRM elements are available whether an organization decides to adopt energyOrbit as a stand-alone product or in conjunction with a full CRM deployment, including Contact and Account management, Tasks management, email communications automation, reporting and more. A full CRM deployment will typically include customer support management (Cases, w/ or w/o call center capabilities), traditional sales pipeline (Opportunities), marketing automation, and more.