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Virtual Solar Appointments: Navigating the New Normal of Sales

by | Feb 16, 2023 | Solar Leads

The world of solar sales has undergone a significant shift in recent years. Gone are the days of door-to-door salespeople and in-home consultations. Instead, the industry has moved towards virtual appointments “virtual selling” as the preferred method of selling solar products. This shift has presented both challenges and opportunities for solar companies, and it is crucial to understand the best practices for conducting virtual solar appointments.

As we enter a new era of virtual solar sales, it is essential to understand the importance of good systems, data, and leads. A well-organized company with a clear understanding of the sales process will be better equipped to take advantage of the opportunities presented by virtual appointments. In this article, we will discuss the top 5 best practices for conducting successful virtual solar appointments.

Good Systems are Key to Success

The first and most crucial best practice for virtual solar appointments is to have good systems in place. This includes having a clear understanding of the sales process, having a system for tracking leads, and having a system for managing appointments. Having good systems in place allows for more efficient use of time and resources, which leads to more sales.

In addition to having good systems in place, it is essential to have the right technology to support the virtual sales process. This includes having a reliable internet connection, high-quality video conferencing software, and a platform for scheduling appointments. Having the right technology in place allows for smoother virtual appointments, which can help to build trust with potential customers.

Data and Leads are Essential

The second-best practice for virtual solar appointments is to have good data and leads lists. To be successful in virtual sales, it is essential to have a steady stream of leads to work with. This means having a strong lead generation strategy in place and regularly updating your lead database.

In addition to having good leads, it is also essential to have good data on those leads. This includes understanding their demographics, what type of solar products they are interested in, and their budget. Having this information allows for more targeted and effective sales pitches during virtual appointments.

The Opportunity of Going Solar

The third best practice for virtual solar appointments is to understand the opportunity that going solar presents. This includes understanding the benefits of solar energy, both for the customer and for the environment. It also includes understanding the various financial incentives and rebates that are available for going solar.

By understanding the opportunity that going solar presents, solar companies can better communicate the benefits of solar energy to potential customers. This can help to build trust and close more sales during virtual appointments.

Virtual Appointment Best Practices

The fourth best practice for virtual solar appointments is to have a clear understanding of the best practices for conducting virtual appointments. This includes having a strong opening statement, effectively communicating the benefits of solar energy, and addressing any objections that may arise.

In addition, it is important to dress professionally, maintain good eye contact, and use body language to build trust during virtual selling best practices. Additionally, it is important to have a clear call-to-action at the end of the appointment, such as scheduling a follow-up call or booking a site visit.

Follow-up is Critical

The final and most crucial best practice for virtual solar appointments is to have a strong follow-up process in place. This includes following up with potential customers after the appointment, keeping track of their progress, and making sure that any questions or concerns are addressed in a timely manner.

By having a strong follow-up process in place, solar companies can increase their chances of closing a sale. Following up is the key to closing virtual sales. You need to have both spouses on the call or eventually get the opportunity to have the spouses decide on going solar together. You also need to know your product and can adjust the numbers and provide options (but not too many options).

Virtual solar appointments have become extremely populate post Covid. There are many solar companies and channel partners “printing it” because they have mastered this sales process.

Don’t be left behind. Contact Invention Solar and learn to execute an effective virtual appointment business and close more business with quality data and best practices

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