Build a Winning Strategy for Sales Handoffs & Site Visits
- Webinar designed for sales managers, project managers and operations leaders.
- Will your sales tools and processes allow you to handle task handoffs smoothly and maximize each sales opportunity?
- Are you looking for an easier way to help your sales team and site surveyors collect information?
Do you feel confident about your sales processes?
About
Key Questions
John Schwarzmeier, SunPeak
Director of Quality Assurance
What We'll Cover
- Automating Communications to Share Important Project Updates With Customers
- Ways to Centralize Calendar and Automate Scheduling Systems
- How to Help Reps Save Time By Eliminating the Need for Double Data Entry
- Get Real-Time Visibility on Project Statuses for the Entire Team
- How to Create Automated Reports to Track Sales Operations
Access the Recording
Top of Mind Challenges for Solar Operation Leaders
Inefficient Work Handoffs
Multiple tools in the field & office. Repeat data entry. Manual work & data handoffs across teams.
Scheduling Challenges
Lack of a centralized calendar with all jobs and crews assigned. Difficulty managing access to multiple calendars.
Lack of Compliance
Best practices not being followed. Each person doing things differently and risking re-work, repeat site visits and more.
Duplicate Data Entry
Team required to re-enter routine customer or project information across multiple IT tools for each project or work order.
Spreadsheet Hellscape
Required to stitch together data from multiple spreadsheets, reports and updates. Data often out of date and incomplete.
Inefficient Partner Operations
Partners & subs (sales, install, design, permit, finance, service) not following standards creating risk to your brand.
Don’t Want to Wait? Book a 1:1 Demo Today
