True/False
It is crucial we gather not only the electric utility, but also the gas and water utilities as well.
False
When setting a new solar consultation, only the electric utility provider is expected to be collected.
A customer states they have lived at their current address for 20 years. Which action is BEST for the agent to take regarding utility information?
a) Assume the customer knows their utility provider and move on to the next question.
b) Ask the customer to confirm their electric utility provider's name.
c) Look up the utility provider based on the address in a public database.
d) Ask the customer for their account number with the utility company.
b) Ask the customer to confirm their electric utility provider's name.
This is the rating Trinity Solar has with the Better Business Bureau.
A+
Agents should always assume the customer knows their utility company and not waste time verifying it.
False.
It's crucial to verify the utility company. This is crucial information when setting a new solar appointment. Relying on assumptions can lead to inaccurate information and wasted time.
Why is it important for the agent to determine the customer's correct electric utility provider?
a) It helps the agent personalize the call.
b) It's required for accurate solar assessments and interconnection with the grid.
c) It helps the company track which neighborhoods are most interested in solar.
d) It's a company policy with no real impact on the customer.
b) It's required for accurate solar assessments and interconnection with the grid.
Corporate Headquarters is located in what city/state?
It's acceptable to guess a customer's utility company if they don't know it and it's taking too long to find the correct information.
False.
Guessing is never acceptable. It can lead to significant errors in the solar assessment process. Accuracy is paramount.
A customer says they live in a rural area and aren't sure who provides their electricity. What's the BEST approach for the agent?
a) Tell the customer they'll need to figure it out before they can proceed.
b) Suggest they ask their neighbors or a local business owner.
c) Offer to look up the electric utility provider based on their address using a reliable online resource.
d) Assume it's the largest electric utility company in the state.
c) Offer to look up the electric utility provider based on their address using a reliable online resource.
SalesForce can provide relevant information when necessary! A simple address/zip code search can aid in determining correct utility provider.
This is the year Trinity Solar began installing solar panels.
2004
If a customer is unsure of their electric utility provider but knows their gas utility, the agent can use the gas utility information to infer the electric provider.
False.
Utility providers for different services (gas, electric, water, etc.) are often separate companies. Knowing one doesn't guarantee knowledge of the other. Each utility account must be identified correctly.
Why is it important to confirm the specific electric utility provider, rather than just knowing they have electricity?
a) Different electric companies have different rates and programs that affect solar calculations.
b) It helps the agent know how old the customer is.
c) It's a requirement from the sales team.
d) It helps the company track which customers are most likely to go solar.
a) Different electric companies have different rates and programs that affect solar calculations.
Trinity Solar began in 1994 as what type of company?
HVAC
When marking a lead Contacted or Closed/Lost, it is unnecessary to include the utility provider since we didn't move forward with the consultation.
False
Even on leads we needed to mark Contacted or Closed/Lost- including the utility provider information, if we have it, is expected to be entered.
A customer recently moved and hasn't received their first electric bill yet. They also don't know the previous homeowner. What is the BEST way for the agent to help them determine their electric utility provider?
a) Consult the SalesForce database of utility providers by address.
b) Suggest they contact their local Chamber of Commerce.
c) Advise them to drive around the neighborhood and see which company's trucks are present.
d) Tell them they can't proceed without knowing their electric utility provider.
a) Consult the SalesForce database of utility providers by address.
Checking SalesForce by a zip code/address search can be an effective way to ascertain the proper utility provider in these tricky moments!
How many total solar installations has Trinity Solar accomplished since 2004?
100,000+ installations