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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.

 

 

 

 

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Retail Lead Management builds new integrations with flooring ERP systems

Columbus, Ohio—Retail Lead Management has recently completed the development of its initial integrations with two flooring ERP systems: RollMaster and RFMS. The company is also scheduled to launch its Qfloors integration in time for The International Surface Event in Las Vegas.

When the Retail Lead Management first launched its software in early 2017, the biggest piece of feedback it received from many of its users was they wanted a way to avoid having to enter data twice in their lead management and ERP systems. These new integrations resolve this issue by enabling users to seamlessly pass customer information from Retail Lead Management to their ERP systems.

In addition, the company is planning to release new B2B services which include companies and contacts. This will give users the ability to keep track of all homebuilders, apartment and condo complexes, and other commercial leads their companies are managing.

Retail Lead Management will be at the Creating Your Space and Floor Force booths at Surfaces. The company will be doing software demos and explaining how its software can help flooring retailers see, manage and close more leads.

For more information, visit retailleadmanagement.com.

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Technology: Retail Lead Management system gets upgrade

November 27-December 11, 2017: Volume 32, Issue 13

By Lindsay Baillie

 

Retail Lead Management, a cloud-based CRM software designed specifically for flooring retailers, has released a host of new features to increase its effectiveness and help dealers track retail flooring leads. These features were launched only a couple of months after the program was made available to all flooring retailers.

Jason Goldberg, CEO of America’s Floor Source, had the idea to develop Retail Lead Management in 2015 after learning about his salespeople’s struggles with keeping track of prospects, quotes and appointments as well as his managers’ difficulties with holding their sales teams accountable for managing and closing leads. After searching the market and not finding a retail lead management system solution that suited his needs, Goldberg decided to develop his own. Once the program was completed, Goldberg’s sales team started using it and immediately saw an increase in closing rates and a spike in retail sales. Goldberg opened up the program to the flooring industry in early 2017 and has since sold hundreds of licenses to flooring retailers in the U.S. and Canada.

“In the past few months, we’ve released quite a few new features to increase the effectiveness of our system,” Goldberg explained. “We recently launched a calendar integration, which enables users to add tasks they’ve scheduled in Retail Lead Management to their device’s default calendar tool [such as Gmail or Outlook]. We’ve also added a Zillow link, so users can click on a lead’s address and find out information about the property value and surrounding neighborhood.”

In addition, Retail Lead Management regularly updates the system and adds new functionality to address customer needs. According to Goldberg, the program typically has a new release at least once a month containing new features.

All of its new features help the existing program provide retailers with a cost-effective solution for managing leads. Through the use of Retail Lead Management all of the information a salesperson and manager need is available on a centralized dashboard, which can be accessed from a desktop, phone or tablet. Furthermore, the program is customizable and user-friendly. More importantly, it’s providing results for end users. “Customers are experiencing close rates as high as 70% and up to a 40% increase in sales,” Goldberg stated.

Retail Lead Management also has a host of future releases it plans to launch in 2018. According to Goldberg, the company plans to add business-to-business management, email integration and more integrations with ERP and accounting software including some of the industry’s top flooring software companies. “We currently have partnerships with several large flooring manufacturers, and website companies and are in discussions with other potential partners,” Goldberg said.

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Technology: Latest software offers add-ons, mobile solutions for dealers

February 27/March 6, 2017: Volume 31, Issue 19

By Lindsay Baillie

 

Las Vegas—Software manufacturers continue to meet the demands of retailers, commercial contractors and installers, providing programs for virtually every facet of their operations. Whether it is business management, estimating, measuring or lead-management software, these providers are tapping into browser- and cloud-based systems to make their programs easier to use and mobile.

Following is an overview of some of the new programs and apps software developers unveiled at Surfaces 2017:

Comp-U-Floor
New from Comp-U-Floor comes Web Sales Order Entry, a cloud-based system available on Android and Apple devices. According to Mark Wiltgen, sales and marketing manager, the system allows customers to use mobile applications to create sales orders and to manage their installers. Using the system, the retailer can create an order from the web at any time using a tablet; then the installers have a corresponding app that gives them their work order and list of materials, he explained.

Another benefit: Installers can also click on the homeowner’s address, which links to Google Maps and provides directions. What’s more, the system allows installers to take payments at the installation site and snap pictures that can be immediately attached to the work order or added to the database as a permanent record. Installers are also able to mark the job as installed and print an invoice.

Comp-U-Floor also highlighted its service management system at the show. As Wiltgen explained: “Service management is for retailers who have gone into the service part of the industry, so if they sold carpet but now they are into carpet cleaning, deodorizing or if they sold hardwood floors but now are also into hardwood refinishing, this is a product where their customers can go into their website and order that service.”

MeasureSquare
In order for a new program to be successful it must be easy for retailers to learn, software developers say. This mentality went into creating MeasureSquare’s new mobile solutions for measuring and estimating. “The new commercial additions have a lot of efficiency enhancements over the takeoff process,” said Steven Wang, president. “People normally spend three hours on bigger [measuring] jobs. With this new version that time is cut in half.”

The new program is powered by different technologies including artificial intelligence (AI) techniques. These technologies allow the program to automatically detect where a corner is located, what the shape of the boundary looks like—so you don’t have to trace each corner with the human eye. “The machine reads the floor plan for you,” Wang explained.

Screen Shot 2017-03-06 at 10.07.42 AMPacific Solutions
Pacific Solutions rolled out new features designed to enhance current software capabilities. This includes a module that allows dealers to track the claims they may have filed with the mills. Another new feature, which is geared toward commercial flooring, is a bid register. According to Bob Noe Jr., president, this program helps streamline bid register processes and keeps commercial companies organized.

“If [a commercial company] doesn’t turn a bid in by next Wednesday at 10 a.m. [the potential clients] won’t accept the bid anymore, so [a company] might lose out on the whole opportunity to work with them,” he explained. “The bid register helps them keep a log of what needs to be turned in.”

QFloors
New to QFloors is its QPro Software, a browser-based system available to small and large retailers alike. This new system will eventually take the place of existing software and contains a similar layout to its predecessor, which the company believes will make it easier for existing customers to learn.

“We have completely re-written all of the code,” said Chad Ogden, president and CEO. “We did not use anything from that other system. It’s not like we’re just slapping some web pages onto what we already have, which is the strategy most people use.”

While it was originally designed for an iPad-like device, it could technically run on a phone’s browser, Ogden added. The main difference would be that a smaller device might require more scrolling. To fix that potential issue, QFloors is currently developing QPro phone applications.

Retail Lead Management
Jason Goldberg, CEO of America’s Floor Source, developed and launched RetailLeadManagement.com (RLM) to help solve a common problem retail business owners have when reviewing retail sales associates’ leads—multiple forms of documentation and inconsistencies that only complicate tracking and management.

“What [RLM] does is simplify that whole process. It’s a product we developed to manage retail leads from the point of the lead coming in to the sale. It keeps the retail sales associate organized in an easy way, and as a manager it gives you a full view into what your retail sales associates are doing.”

The user-friendly software entails a minimal amount of fields for the operator. It has a simple recall working page, making it ideal for use on mobile devices, tablets and desktops. RLM costs retailers $19 a month per user and is customizable.

As RLM continues to grow, the company hopes to introduce b2b functionality and provide ways for users to see only what is relevant to them. This addition would expand the type of users to include distributors and manufacturers. Looking ahead, Goldberg added, “We’re adding more functionality—making the customization easier for retailers to do themselves.”

Screen Shot 2017-03-06 at 10.07.32 AM

RFMS
New to RFMS are two new applications. Measure Order Entry offers additional capabilities that allow users to draw and quantify the product and then push all that information directly into RFMS’ core business system. This application allows installers and retailers to take photos of product and finished installations and add them to orders.

RFMS’ second new product is called Mobile Order Entry, which provides a direct link to the company’s core system. The program allows salespeople to be completely unhitched from their desks and stores and still have access to flooring information on their phones. Both the Mobile Order Entry and Measure Order Entry are cloud-based and run on tablets, desktops and mobile devices. Both products are available in the apps store.

“We have another app called Installer Pro Mobile that would allow an installer to log in from a phone to see the job,” Dave Dumoulin, director of sales, explained. “We also have other apps we are working on around client management and managing the contact.”

RollMaster
Retailers perusing the RollMaster booth had the opportunity to preview the company’s new web calendar, an addition to its main product—Business Management Software. The web-based program helps streamline most business processes including job costs and every step of the order process. It can also be viewed on any Internet connected device that is already paired with RollMaster software.

“The web calendar allows installers to pick up their jobs from the phone, navigate the job site, take notes and pictures, and it’s all integrated to the flooring company’s management system,” said Patrick Ferries, national sales manager.

Next on the horizon for RollMaster is a web store that will allow retailers to actually have a storefront on their website where their customers can pick out product. According to Ferries, it will be integrated with their inventory so customers can check out and buy product directly from the dealer’s website.