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Module 6: Advanced CRM Features and Automation

Lesson 1: Segmenting Residential vs. Commercial Leads in CRM

Lesson 2: Automating Lead Nurture Emails and Follow-Ups

Lesson 3: Tracking Conversion Rates and Analyzing Sales Data

Module 7: Enhanced Estimation and Quoting Systems

Lesson 1: Using Digital Tools to Accurately Measure Interiors/Exteriors

Lesson 2: Incorporating Material Costs, Labor Hours, and Markups for Accurate Quotes

Lesson 3: Presenting Multiple Quote Options to Upsell Premium Services

Module 8: Virtual Presentations and Consultations

Lesson 1: Video Conferencing Tools for Remote Client Meetings

Lesson 2: Demonstrating Color Options and Project Renderings Virtually

Lesson 3: Handling Complex Commercial Bids via Online Collaboration

Module 9: Integrating Sales Tech with Operations

Lesson 1: Syncing CRM with Project Management (Scheduling Crews, Tracking Progress)

Lesson 2: Real-Time Communication Between Sales, Estimators, and Field Teams

Lesson 3: Setting Up Automated Alerts for Milestones and Job Updates

Module 10: Data Security and Privacy

Lesson 1: Best Practices for Protecting Client Data and Financial Info

Lesson 2: Understanding GDPR/Privacy Regulations for Online Transactions

Lesson 3: Building Trust with Secure Payment and Document Sharing Platforms

Module 11: Expanding Digital Marketing Channels

Lesson 1: Intermediate Social Media Strategies (Targeted Ads, Lead Magnets)

Lesson 2: Content Marketing (Blogging, Videos, Case Studies)

Lesson 3: Collecting and Leveraging Testimonials in Digital Ads

Technology in Sales  - Intermediate Stage (Efficient Application and Workflow Integration)

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