ESX 2024

Session Details

Wednesday,
June 5

8:15 – 9:30AM ET
OPERATIONS

Harmonizing Sales and Operations: Maximizing ROI through Collaborative Estimating

Do your sales staff set unrealistic expectations and your installation team struggle to deliver on those promises, resulting in misaligned expectations, cost overruns, and customer dissatisfaction?

While sales teams drive revenue generation, operations teams ensure timely and efficient project execution. Imagine a scenario where your sales team and operations seamlessly collaborate in the estimation process, ensuring promises made to customers are aligned properly. Achieving operational excellence hinges on the seamless integration of sales and operations.

The ESA team is excited to see you at this event.


In this session, you’ll learn:


Strategies for company-wide buy in, transparent cross-functional communication, and desired outcomes


The concept of collaborative estimating and its benefits


Techniques for aligning customer expectations with operational capabilities


The importance of tracking KPIs for improving collaborative estimating success


REGISTER FOR AN EXECUTIVE OR DELUXE PASS TO ACCESS THIS COURSE.

An ESX Executive Pass or Deluxe Pass is required to gain access to this and all best-practice sharing sessions.


THIS COURSE IS ELIGIBLE FOR CEU CREDITS

See all CEU credits available for attending ESX 2024 education sessions. MORE



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ESX EDUCATION TRACK

Operations

Discover best practices that will improve your company’s operational excellence and the customer experience. Explore ways to build efficiencies in installation, service methodologies and human resources. Examine how others are solving today’s most common operations struggles like recruiting and retaining employees, supply chain lags, truck rolls, job safety, training and more.


THIS TRACK IS SPONSORED BY

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