Inside Sales supports the sales team by providing technical sales assistance to commercial customers. This involves understanding the technical aspects of the products and services, addressing customer technical questions, collaborating with the sales team to identify customer needs, and contributing to overall sales and business development efforts.
HVAC Learning
We've gathered lessons from various HVAC resources to support you on your career journey.
By leveraging our collective HVAC expertise, we've created a learning track tailored to our industry and company. This program equips our team with the knowledge and skills needed to grow within their departments, develop individually, and ultimately focus on delivering the best service to our customers.
You'll gain a strong foundation in HVAC fundamentals, understand our role as a distribution company, and learn about the products, parts, and services we provide to our customers.
Technical Fundamentals
Understanding HVAC technical skills and fundamentals is essential for effectively communicating system functionality and benefits to clients. This knowledge enables sales support professionals to provide accurate information, address concerns, and offer tailored solutions to meet specific needs. Additionally, a strong grasp of HVAC fundamentals enhances credibility and confidence, fostering successful client relationships and driving sales.
Product & Resource Training
The courses will focus on the fundamentals of working at our parts locations and distribution centers, including customer interactions, situational awareness, and safety protocols. Additionally, they will emphasize the importance of mastering company equipment and resources. Efficiently understanding and utilizing these tools will be essential for building a successful career with us.
MAI Lead Training
Discover the products and information we offer to our dealers and partners in the HVAC/R industry. Led by our tech support team, these classes incorporate industry standards, insights, and products to keep us at the forefront of the field.
MAI hosts training events throughout the year for dealers and technicians. Attend to stay informed, expand your network, and connect with current and prospective HVAC professionals. Ask your manager for details.
Commercial Inside Sales Engineers Job Track - CIS
Work through different lessons to understand what is needed to be successful in this position and within our company and industry. Start your growth today!
- Lesson Overview
- Enter Quote and Change CRM Contacts (6:22)
- Enter Bidders to CRM Project (3:05)
- Change Projects from Tracking to Awarded (14:35)
- CRM Customer Accounts (9:20)
- Creating Filtered Views (8:39)
- How to Log Replacement Quote in CRM (11:14)
- Project Handoff Process - Tracking to Awarded (14:03)
- How to Login to Carrier - Carrier University (CU)
- QuotePro - Introduction to QuotePro
- QuotePro - For Sales Engineers
- QuotePro - End User Settings
- QuotePro - Customer and Contact Management
- QuotePro - Working with Projects
- QuotePro - Quotes
- QuotePro - Security
- QuotePro - Security Setups
- QuotePro - Catalogs
- QuotePro - Configurations
- QuotePro - E-Cat Integration
- QuotePro - Engineer to Order (ETO)
- QuotePro - Management Approval Process
- QuotePro - Proposals
- QuotePro - Ordering
- QuotePro - Reporting
- 4-17 Afternoon QP Training with CSC (54:36)
- Different Ways to enter Carrier Equipment (5:51)
- Releasing Additional Quotes Inside a Projects (2:42)
- Generating Quote with Add Material (9:14)
- QuotePro Walk-Thru - Order, Set Up (55:03)
- How to release an order (6:39)
- 10-27 Update QuotePro Order Form (3:32)
- Editing a proposal to a submittal cover page (1:16)
- How to Login to Carrier - Carrier University (CU)
- Constant Volume Rooftop Units
- TDP 704 Variable Volume and Temperature
- Variable Air Volume and Temperature Systems (VVT)
- Variable Air Volume Rooftop Systems (VAV)
- What is a Rooftop Unit Part 1
- What is a Rooftop Unit Part2
- Carrier's Rooftop Product Offerings
- Packaged RTU Builder Part 1
- Packaged RTU Builder Part 2
- Staged Air Volume - 2 Speed Fan
- Humidi-Mizer Adaptive Dehumidification
- 48FC Product Overview Sales
- 48FC Product Overview Technical
- 48TC Product Overview
- 48HC Product Overview
- 48/50 LC Lunch and Learn
- Carrier WeatherExpert 6-23 Ton LC Series
- Commercial Invest Program
- How to Login to MyLearning Center (MLC)
- Five Customer Buying Principles
- How to Increase Sales (1) Understanding Why Buyers Buy
- How to Increase Sales (2) Increasing Confidence
- How to Increase Sales (3) Sell Up by Selling Down
- How to Increase Sales (4) Turning Objections into Opportunities
- How to Increase Sales (5) Three Magic Words
- Section Overview
- Section summary
- HVAC 101 (243:03)
- Airflow Testing (118:47)
- A2L Low GWP Part 1 (59:05)
- A2L Low GWP Part 2 (60:49)
- Gas Combustion and Furnace Basics (75:44)
- Combustion Analysis & Furnace HX Testing (93:26)
- EPA Core & Type II (122:34)
- EPA PT1 (124:26)
- EPA PT2 (99:58)
- HVAC Load Calculations (326:56)
- RTU 1: Rooftop Units (242:12)
- RTU Humidi-Mizers (31:44)
- Carrier Infinity System (INFSC) - Installation and Set-Up (39:36)
- Carrier Infinity System (INFSC) - Initial Set-Up, Installer and User Menus (107:50)
- Carrier 38MURA (30:10)
- Gas Furnace - No Heat (GFNHC) Part 1 (48:10)
- Gas Furnace - No Heat (GFNHC) Part 2 - Fault Codes and Tips (31:05)
- Carrier Inverter Drive AC & HP Part 1 (45:40)
- Carrier Inverter Drive AC & HP Part 2 (55:18)
- Carrier InteliSense Technology (17:40)
- Carrier Technical Information Communication (No Acknowledgement Needed) (5:21)
- R-454B - Puron Advance
- Warranty (28:50)
Growth and Development
Utilize this track and develop the skillset to be on our CIS Sales Team. This Course will allow for you to learn the fundamentals thorough our different soft skill lesson plans. We partnered with different platforms with MyLearning Center, HARDI, and Minnesota Air Inc lesson plans to develop a personalized track that will give you all of the tools to succeed within the positions. Develop more skills with our Advanced CIS Engineering Course that is coming soon. Ask our HR Department or connect with your manager for further information.
Additional Job Tracks & Sessions
Interested in growing & developing different skills or in what it would take to work in a different department? View the sessions and tracks below to stay connected and grow within our company.
