energyOrbit Customer Engagement

Delighting Customers and Trade Allies

Leveraging the world's #1 CRM platform by Salesforce.com, our customer and partner engagement solution provides unparalleled opportunities for customer outreach, efficient lead tracking, and robust task automation. Customer contact, account, and partner information is unified and secured. Real time, automated contact notifications inform your customers, including email alerts of incomplete applications, which more efficiently drives trade ally and customer payments. Easily customizable portals delight customers, trade allies, and internal constituents and are made available via web, tablet and mobile formats.

• Improved collaboration brings DSM managers closer to their customers and contractors, raising overall satisfaction
• Customer enrollment and participation is accelerated through improved communication, workflow, and centralized access to all current and historical information
• Expenses are reduced via streamlined administration and marketing
• Self-service and 24x7 real-time access reduces support costs

energyOrbit can be provisioned as a stand-alone solution or in conjunction with the full Customer Relationship Management (CRM) suite of products from salesforce.com. And we can help you identify and train the appropriate internal team members for your energyOrbit deployment, and prioritize requirements to help you maximize your return on investment. Find Out More About Our energyOrbit Deployment Support and Training.

energyOrbit DSM Management

Operational Efficiency, Rapidly Deployed

By continuously integrating the best practices from hundreds of energy efficiency program deployments, energyOrbit provides an easily configurable database, robust framework for extensive DSM measures and equipment libraries, and customizable workflows and validation rules, resulting in quick deployments and ongoing flexibility for redesign and reuse. New programs and measures can be entered in minutes or days, eliminating system setup bottlenecks. Easy to customize validation rules allow efficient application processing, along with online application submittal.

• Configurable deployment of new EE measures and programs with tailored workflows, often deployed within weeks rather than months or years
• Lowered overhead costs of program administration
• Designed for any DSM incentive or rebate program, such as residential and commercial EE, DR, and water conservation
• Configurable, cloud-based solution makes IT teams look like heroes while vastly reducing their burden and virtually eliminating the need for ongoing, expensive consulting services

energyOrbit Reporting & Analytics

Universal Visibility, Without Hassle

Drag-and-drop reporting, dashboards, and analytics allow your team to quickly expose "blind spots" and make tactical/strategic changes to improve program effectiveness, identify problems or bottlenecks, stay on budget, achieve targeted participation, and meet energy savings and demand reduction goals. Scheduled reports with drill-down and export functionality simplify regulatory/management communication and provide universal visibility into specifics on individual programs, customer participation, and incentives paid, sorted by customer segments, rate classifications, and customer type.

• View and report on ALL measures, programs, partners, and customers from a single, unified platform, removing the silo conundrum often encountered when aggregating data across multiple systems
• Meet regulatory reporting requirements
• Role-based access for management, program/account managers, and trade allies

energyOrbit Mobile

At Your Fingertips, Anytime, Anywhere

energyOrbit Mobile extends the energyOrbit DSM Operations Platform to enable easy display and collection of various types of data for projects, applications, and audits while in the field, thus reducing paperwork, administrative expense, and data transcription errors and omissions. energyOrbit Mobile connects seamlessly to our cloud-based platform for download of project data and upload of most-recent data and images from customer sites.

• Improve field staff and trade ally productivity
• Reduces or eliminates paperwork and data collection errors
• Accelerates rebate processing and payments
• Enhances collaboration and relationships with customers and trade allies

energyOrbit Cloud Platform

Secure, Flexible, Utility-Grade DSM

Powered on the industry’s leading CRM platform, Salesforce1 by Salesforce.com, the energyOrbit solution grows with your organization’s needs. With continuous enhancements and thousands of plug-in applications through the Salesforce.com AppExchangeTM for marketing automation, finance, reporting, etc., you can seamlessly enhance customer interactions and improve operational efficiency.

Open APIs and extensible programming options enable rapid integration to 3rd-party systems and data sources (e.g. CIS, ERP). And, a multi-tenant architecture and industry standards-based security and privacy methods provide the reliability and security needed for ongoing peace of mind. Leveraging the robust Salesforce1 analytics engine, we provide critical out-of-box reports and the necessary infrastructure for ad hoc data reporting, alerts, and dashboards, making all program, project, and customer data available at your fingertips.

• No hardware infrastructure costs
• Reduced need for ongoing professional services
• Industry-standard APIs for data integration with other IT/OT systems
• Rich application development stack and active developer community
• Industry-leading security and data privacy ensured via security assessments and certifications performed by third parties: TRUSTe, ISO 27001, SSAE 16/ISAE 3402 SOC-1, SOC 2, SOC 3 (SysTrust), FISMA, PCI-DSS, Visit Salesforce.com Cloud platform security