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System Efficiency Tools

May 20, 3:30-4:30pm  |  Tennessee Ballroom  |  🟢 Operations 🟠 Sales
Unveil efficient tools to make your life a little easier.
with Bonni Georgi

Media

Slide Presentation


System Efficiency Tools Slides
File Size: 7914 kb
File Type: pdf
Download File

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
Picture

Inventors of great flooring software


Hours

M-F: 7am - 5pm Pacific
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Telephone

800.400.4927
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Email

sales@pacificsolutions.com
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ADDRESS
Mailing Address: 810 Oak Meadow Drive #682927
Franklin TN 37068
TN Office: 3011 Harrah Dr #B, Spring Hill, TN 37174
  • Home
  • Products
    • Management Software >
      • Commercial: JobRunner
      • Residential: FloorManager
      • Warehouse Management Module
      • DocuSign
      • Tableau
      • JotForm
      • PS Mobile
    • Estimation Software >
      • FloorRight
    • Measuring Software >
      • SiteDraw
    • Data Backup
  • Education
    • Management >
      • Implementation Timeline
      • E-Learning
      • On-Site
      • Consulting
    • FloorRight >
      • On-Site
      • Classroom
      • E-Learning
  • Support
    • Pacific Connect
    • FloorRight Support
    • B2B
    • Upgrade Request
  • Webstore
  • Clients
  • About Us
    • Our Team
    • Contact
  • Pacific Connect
  • Legacy_PreTraining_Resources