Training and "passing on the torch" to our customers is a vital component to a successful energyOrbit deployment. We take training very seriously and together with you we invest in methodically training your user force. Our staff is made of talented trainers who carry out a company mission to grant our customers the highest possible level of independence in using and maintaining the solution post-deployment.
We have learned that details about training content and timing are best worked out with the client at the onset of a project. energyOrbit offers a combination of on-site and web-based training for key users and system administrators. We utilize a "train the trainer" approach in which one or more users will become implementation leaders. These individuals in turn provide training to rest of the user population.
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.