Contractor Support System

HRAI - Heating, Refrigeration Air Conditioning Institute - Canada

Service Roundtable

" Providing Leadership Management for the HVAC Industry"

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OVI Outline

 

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

Sales

 

The most common mistake in setting sales objectives is lack of involvement on the part of the sales reps. They need to be included in the discussion to determine year-end projections as well as overall performance for the year. AndSales Group they have to be monitored closely to maintain performance. How will they end up with their previously established goals? Are they on target? Or are they way off track? Is their compensation in line with their capabilities? How do you recognize over achievers? Are they still motivated or are they wandering? What do you do about under-achievers? How do you get them back into the sales arena?

   

Establishing a foundation for consistent sales accomplishments is very important. The best way known is to arm sales reps with a set of structured tools and prepare them to go out and meet their objectives with true professionalism. All sales reps need to be able to identify themselves with the company they represent. A structured selling system encourages enthusiasm, confidence, team spirit and high productivity. It will also provide principal owners and sales managers with answers to the above questions.

 

In order to establish continuity of “best sales practices”, the Sales Management Module consists of a set of standards including the following:

  • Establishing Goals and Objectives

  • Managing & Tracking Sales Activity

  • Prospecting

  • Contact Management

  • Appointment Preparation

  • First Call Strategy

  • Qualifying Prospects

  • Authorization to Survey

  • Survey Preparation and Safety

  • Estimating

  • Financial Analysis Strategy

  • Verification Meetings

  • Proposal Presentation and Close

  • Booking New Sales

  • Plan & Review Meetings

As part of the "Introduction to HVAC - Preschool Sales " training, all sales reps are provided a complete set of selling tools to assist in accomplishing their primary goals: “Meet Sales Objectives”. A selling system gives sales reps, and the companies they work for, the edge against the competition in their communities. In addition, field coaching is an ongoing process that is just as important for monitoring veteran sales reps as it is for new hires. Sales coaching is available as part of the OVI strategy to help keep sales personnel motivated and on track. This also demonstrates the commitment of the Contractor Support System to produce results. Review the sales management module for further information.

 

Providing Leadership Management for the HVAC Industry


 

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