Learning Baltai Energy

Digital Tools and Technology

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About Course

Digital Tools and Technology

Objective: Teach SRMs to leverage digital tools for efficient sales management and customer engagement.

Key Modules:

  • CRM Tools for Sales and Customer Management
  • Digital Platforms for Lead Tracking and Communication
  • Solar System Design Software Basics
  • Using Social Media for Customer Outreach
  • Digital Marketing Fundamentals for SRMs
  • Cybersecurity Awareness and Safe Practices

What Will You Learn?

  • 1. Introduction to CRM for Solar Sales
  • 2. CRM Tools Used in Solar Sales
  • 3. Managing Leads and Customer Data
  • 4. Sales Pipeline and Deal Management
  • 5. Automating Customer Engagement
  • 6. CRM Reporting and Analytics
  • 7. CRM Best Practices for SRMs
  • 8. Challenge Questions
  • 9. Introduction to Lead Tracking and Communication
  • 10.Digital Platforms for Lead Tracking

Course Content

Module 40: CRM Tools for Sales and Customer Management
Module Objective: To equip SRMs with the knowledge and skills to effectively use Customer Relationship Management (CRM) tools for tracking leads, managing customer interactions, and optimizing the sales process.

Module 41: Digital Platforms for Lead Tracking and Communication
Module Objective: Equip SRMs with knowledge of digital platforms that help track leads, manage customer interactions, and communicate effectively throughout the sales cycle.

Module 42: Solar System Design Software Basics
Module Objective: Introduce SRMs to essential solar system design software, enabling them to create accurate system proposals, size solar installations, and communicate system benefits effectively to customers.

Module 43: Using Social Media for Customer Outreach
Module Objective: Teach SRMs how to leverage social media platforms to generate leads, build customer relationships, and increase solar product awareness.

Module 44: Digital Marketing Fundamentals for SRMs
Module Objective: Equip SRMs with essential digital marketing skills to generate leads, increase brand awareness, and drive sales for solar energy solutions.

Module 45: Cybersecurity Awareness and Safe Practices for SRMs
Module Objective: Educate SRMs on cybersecurity threats, best practices for protecting digital assets, and safe online behavior to prevent cyberattacks.

Your Instructor

admin