AI Assistant for Solar Sales Representatives and Assessors

Contact new or existing customers to determine their solar equipment needs, suggest systems or equipment, or estimate costs.

Medium Preparation Needed

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Core Responsibilities

  • 1Prepare proposals, quotes, contracts, or presentations for potential solar customers.(Core task)
  • 2Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.(Core task)
  • 3Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.(Core task)
  • 4Gather information from prospective customers to identify their solar energy needs.(Core task)
  • 5Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.(Core task)
  • 6Generate solar energy customer leads to develop new accounts.(Core task)
  • 7Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.(Core task)
  • 8Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.(Core task)
  • 9Take quote requests or orders from dealers or customers.(Core task)
  • 10Prepare or review detailed design drawings, specifications, or lists related to solar installations.(Core task)

Top Skills Required

Speaking
Reading Comprehension
Persuasion
Service Orientation
Active Listening
Critical Thinking
Social Perceptiveness
Negotiation
Writing
Active Learning

Knowledge Areas

Customer and Personal ServiceSales and MarketingDesignEnglish LanguageMathematicsBuilding and ConstructionAdministrativeAdministration and Management

Technology & Tools Used

In-Demand Technologies

Adobe AcrobatAutodesk AutoCADGoogle Workspace softwareMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft WordSalesforce software

Other Tools

Customer relationship management CRM softwareGoogle MeetMicrosoft DynamicsSalesforce.com Salesforce CRMSolar analysis software

Daily Work Activities

Working with Computers
Getting Information
Selling or Influencing Others
Updating and Using Relevant Knowledge
Identifying Objects, Actions, and Events
Communicating with People Outside the Organization
Establishing and Maintaining Interpersonal Relationships
Organizing, Planning, and Prioritizing Work

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