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Training & Support

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.

News & Announcements

February 27 - March 2, 2023 – energyOrbit will be at booth #205 for the AESP Annual Conference in New Orleans.

June 28, 2022 - Case Study: EfficiencyOne (Nova Scotia, Canada) Streamlines Customer Services Programs to Build Out Energy Conservation and Low-Carbon Solutions Offerings

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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.

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