SUCCESS STORY How energyOrbit Helps Utilities Increase Energy Efficiency Program Participation CHALLENGE: How do we increase customer participation in energy efficiency? How do we gain visibility into the impact of outreach on energy efficiency participation? SOLUTION: Segment-based customer targeting via coordinated marketing and outreach, leveraging a unified business customer database and tracking solution. BENEFITS: Improved program management Increased customer participation rates Consolidated forecasting & tracking www.energy-orbit.com 866-628-8744 [email protected] Property of crmOrbit, Inc. This material may not be modified or reproduced. All rights reserved. COMMONWEALTH EDISON SOLUTION BACKGROUND Commonwealth Edison (ComEd) manages a portfolio of commercial and industrial energy efficiency incentive programs known as Smart Ideas for Your Business®. In 2010, ComEd began to focus on segment-based strategies and coordinated, multi-party outreach to increase program participation among business customers. FINDING THE RIGHT SOFTWARE SOLUTION To meet legislatively-mandated energy savings goals in a cost-effective manner, ComEd wanted a verticalized customer relationship management (CRM) system that would: Manage relationships effectively across multiple parties Accurately track the outreach pipeline and results in real time Streamline the opportunity assessment process Fully coexist with existing IT paradigms Continually adapt, evolve and scale to meet ComEd’s needs COMMONWEALTH EDISON ADOPTS ENERGYORBIT energyOrbit deployed its initial solution within three weeks of contract signature, and over a series of iterations enabled ComEd to: ComEd kWh Savings by Measure Lighting 736,125 HVAC 905,644 Implement a unified and verticalized CRM solution and set of automated workflows. Work more efficiently with a variety of third-party implementation partners to conduct market segment and solutions-based outreach. Custom 121,138 energyOrbit has proven to be a powerful, flexible solution and a key enabler of our marketing and sales strategies for Smart Ideas. Their organization and team are knowledgeable, responsive, and committed to our success. - Steve Baab, Manager, Energy Efficiency Programs, Commonwealth Edison ENERGYORBIT FEATURES MANAGE RELATIONSHIPS EFFECTIVELY ACROSS MULTIPLE PARTIES COMMONWEALTH EDISON SOLUTION Provide a central, consistent view of customer and contractor account information to ComEd program managers, engineers and implementation partners. Coordinate customer outreach and track lead sharing across program implementation partners. TRACK PIPELINE & RESULTS IN REAL TIME Forecast kWh Savings (Millions) 60 Assess, prioritize, and assign energy efficiency opportunities for customers and trade allies. 50 40 Track and report on each program’s project pipeline, customer conversion, historical program participation and assessments. 30 20 10 Provide real-time estimated savings and forecast probabilities, while implementing different sales processes for different programs. 0 Month 1 2 3 4 5 6 7 8 9 Estimated Application Date STREAMLINE THE OPPORTUNITY ASSESSMENT PROCESS Prioritize, assign, schedule, and conduct opportunity assessments by ComEd engineers and through workflow rules; notify account managers and requestor when assessment is complete. FULLY INTERGATE WITH EXISTING IT Promote greater self-sufficiency for business users through easy-to-use sales reporting and dashboards. 73 60 Number Integrate with ComEd’s emailing platform and marketing information. 78 80 40 20 52 38 44 43 46 40 37 22 20 24 31 50 33 26 24 14 0 11 Ju n. Ju 201 l. 3 Au 201 g. 3 Se 20 p 13 Oc . 20 t 13 No . 20 v. 13 De 20 c 13 Ja . 20 n. 13 Fe 201 b 4 M . 20 ar 14 Ap . 20 r 14 M . 20 ay 14 Ju . 20 n. 14 Ju 201 l. 4 Au 201 g. 4 Se 20 p 14 Oc . 20 t 14 No . 20 v. 14 De 20 c. 14 20 14 Leverage a single source of business customer data that includes in-house energy, contact and program information. Energy Assessments by Month Month RESULTS energyOrbit Solution Customized to Meet ComEd’s Needs 500 400 300 200 100 0 Create new report types to meet ComEd’s complex reporting requests. C29 C30 C31 C32 C48 Project kWh Savings 35 30 25 20 15 10 5 0 Results 400 300 200 100 PY1 PY2 PY3 PY4 PY5 PY6 Program Year Improved visibility into outreach’s impact on customer participation More systematic sales tracking and follow-up Targeted reporting by customer size, usage data, industry, geography and participation Enhanced management of energy assessment process, from initial request to customer presentation Easily accessible, 360-degree view of customer participation and outreach history Seamless hand-offs between ComEd’s implementation trade allies Improved Trade Ally management and tracking High amount of data integrity and consistency One Market Street – Spear Tower, Suite 3600 San Francisco, CA. 94105 C49 Rate Schedule Total kWh Savings (Millions) Determine effectiveness of marketing campaigns through customized reporting. C28 PY7 0 Number Add validation rules to ensure consistency and high data quality. Projects by Rate Number Record and track calls received by ComEd Smart Ideas for Your Business call center.
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