System Efficiency Tools
May 20, 3:30-4:30pm | Tennessee Ballroom | 🟢 Operations 🟠 Sales
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Unveil efficient tools to make your life a little easier.
with Bonni Georgi
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Outline
1. Manage Leads
a. Identify niches, expected revenue, and target leads
b. Manage follow-up with email, correspondence, and next actions
c. Analyze performance of sales goals, wins, and losses
2. Proposal Proficiencies
a. Line Entry
i. Select associated lines swiftly
ii. Quickly use details between proposals
iii. Use all features in one tab
b. Calculation Entry
i. Use sell price total to set unit price
ii. Distribute flat-rate freight to unit cost
iii. Calculate spread rate at proposal
iv. Use cut list to sum roll material quantity
c. Specifications Entry
i. Use system text libraries to add exclusions and notes
ii. New scope of work on modern prints
iii. Print additional conditions
d. Bundle Entry
i. Easily capture line details with filters
ii. Auto-fill bundle numbers
iii. Compare bundle totals to reduce omissions
e. JobRunner Exclusives
i. Bundle to Entry Build
ii. Alternates to pending change orders
iii. Change order affect to project at proposal
3. Summary
a. Identify niches, expected revenue, and target leads
b. Manage follow-up with email, correspondence, and next actions
c. Analyze performance of sales goals, wins, and losses
2. Proposal Proficiencies
a. Line Entry
i. Select associated lines swiftly
ii. Quickly use details between proposals
iii. Use all features in one tab
b. Calculation Entry
i. Use sell price total to set unit price
ii. Distribute flat-rate freight to unit cost
iii. Calculate spread rate at proposal
iv. Use cut list to sum roll material quantity
c. Specifications Entry
i. Use system text libraries to add exclusions and notes
ii. New scope of work on modern prints
iii. Print additional conditions
d. Bundle Entry
i. Easily capture line details with filters
ii. Auto-fill bundle numbers
iii. Compare bundle totals to reduce omissions
e. JobRunner Exclusives
i. Bundle to Entry Build
ii. Alternates to pending change orders
iii. Change order affect to project at proposal
3. Summary
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Inventors of great flooring software |
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HoursM-F: 7am - 5pm Pacific
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Telephone800.400.4927
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