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Retail Lead Management adds value with platform integrations

Columbus, Ohio—Tracking leads through the sales funnel is getting easier for flooring retailers. Retail Lead Management (RLM), a simple software that allows thousands of users to see, manage and close more leads every day, now offers integration with Podium and Quickbooks Online, as well as customized website forms.

RLM was created by Jason Goldberg, CEO of America’s Floor Source. He identified shortcomings in his company’s retail lead management process but was unable to find an existing solution that was suitable for his business. He set out to develop a simple and cost-effective system that would enable his salespeople and managers to easily view and manage their leads as they moved through the flooring sales funnel.

After implementing the system, Goldberg saw a dramatic increase in sales and close rates, and decided the software was something worth breaking off into a separate business. Since launching in May 2017, the company has shown phenomenal growth by marketing to other retailers who could benefit from RLM. Over 1,300 licenses have been sold to more than 200 flooring companies throughout the United States and Canada.

When asked what differentiates his system from other alternatives on the market, Goldberg said, “Retail Lead Management is extremely powerful yet simple and user-friendly, so sales teams will actually want to use it. It’s also especially valuable to flooring retailers because it was built by people in the flooring industry for people in the flooring industry”.

And now users can rely on RLM to integrate with other leading platforms used by flooring retailers. Podium is a customer interaction platform that enables companies to message with their customers using channels they actually use and prefer. Thanks to their review product’s integration with RLM, flooring retailers now have a cross-platform solution to their reputation management needs. For instance, when a customer reaches the stage of “Completed Sale” within the Retail Lead Management system, RLM pushes data to Podium and triggers the system to send an email or text to the customer. The customer is then able to use this invitation to leave an honest and timely review for the flooring retailer using the platforms they already have loaded onto their phone. The end result is a much higher rate of conversion and online reviews that are actually reflective of the retailer’s customer experience.

In addition, RLM recently completed integration with Quickbooks Online, pushing customer data from RLM into the Quickbooks system and eliminating the need for duplicate data entry. This is RLM’s fourth Enterprise resource planning (ERP) integration, having already established cross-functionality with QFloors, RollMaster and Comp-U-Floor web version.

RLM can also be set up to pull customer data from online forms by integrating directly with a flooring company’s website. This is accomplished through a premier website integration partnership with FloorForce and Creating Your Space, two of the flooring industry’s leading web developers.