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HRAI - Heating, Refrigeration Air Conditioning Institute - Canada

Service Roundtable

" Providing Leadership Management for the HVAC Industry"

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Sales
Integrated Operations
Marketing
Personnel
Logic Planning
Estimating
Benefits Summary
Service Module Features

Integrated Operations

 

Operations and construction departments throughout the contracting industry struggle to compete with sales departments. There is usually always a conflict of some type that needs resolution, whether internally or with a customer. Getting both the sales and operations departments on the same page is sometimes difficult. So it is important that each department has some basic understanding of what the other one does. The Leadership Training session focuses on "good communication" practices. Both sales and operations personnel benefit from this training.

 

 

The operations department personnel are usually the last to know what was sold. Therefore, they are encouraged to understand the offerings of the company. “What are we selling? How are we selling it?” Sales and service operations need to work together to meet the customers’ expectations. Integrating the two is one of the most valuable assets you can demonstrate to a customer.

 

As part of the sales effort, the reps are going to present the customer with some of the advantages of using their company. One of the most important issues the customer will want to know is: How well integrated are the sales and operations departments? Do they communicate? The answer has to be a resounding “YES!” In order for a sales rep to be able to present the company well, he or she needs a basic understanding of how the operations department works. The sales department needs to be introduced to procedures such as:

  • Preparation for First Visit

  • Job and Labor Assignment

  • Task Scheduling

  • Dispatching

  • Parts & Materials Procurement

  • Materials Coordination

These are just a few of the areas that sales reps need to be comfortable with when they are talking to a prospective customer. As well, here are some of the areas that operation personnel need to understand about how the sales department gets the sale:

  • Qualifying Process

  • Financial Review

  • Agreement Types

  • Terms and Conditions 

  • Commitments and Promises

There needs to be good communication between both departments. That’s the bottom line. If the company works together through a set of integrated practices, the results will be improved morale, greater profitability and overall good health of the company. Both departments have a very important role in providing each of their services to the customer, but it requires a team effort.

 

The Integrated Operations Module consists of a well developed set of structured processes designed to encourage communication flow that results in quality customer service. Every aspect of the follow through process is carefully orchestrated to assure thorough completion of all the activities required to meet the contractor/customer obligations of a new sale. The integrated operations process establishes a set of "best practice" standards that go unmatched by your local competition. Review the operations module for further information.

 

 

Providing Leadership Management for the HVAC Industry


 

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