Success Story Overview
Industry: HVAC
Impacted Users: Contractors, Distributors and Employees
By the Numbers
- Partnered with Appinium in 2019
- 4300+ Classes in 2024 (Growth of 230%)
- Currently supporting over 52,000 training interactions each year.
Vision for the Contractor Portal
- Give contractors, distributors and employees exclusive access to powerful sales, marketing, training and service tools that drive sales and elevate business.
- Mitsubishi Electric uses a single Content Enablement Platform (Appinium) for three communities where all data resides natively in Salesforce.
- Learning, both on-demand and structured curriculums for certification, is one aspect of a comprehensive contractor portal to manage leads, marketing initiatives, product purchases, and program participation. Contractors can access basic information on public facing pages but must create an account with login for more content.
Key Use Cases
- Manage courses, certificates of completion, and instructor led training calendar
- Use Media Playlists for On Demand Experience.
- Internal Employees, Contractors and Distributors can register for live in person training events and pay online via Appinium’s eCommerce module.
- Track CEU (Continuing Education Unit) credits for learners.
Key Challenges
- Needed one stop shop for services and data tracked within Salesforce but scaled across multiple brands
- Ensure users see relevant content
- Simplify navigation with portal serving broad functionality
Key Appinium Tools and Features Used
- Learning Plans – Online Self-Paced Courses
- Media Catalogs and Playlists
- Tracking of consumption of content
- Instructor Led Training
- Certificates of Completion
- Reports and Dashboards
- eCommerce