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Kitchen Cabinet Refacing CRM
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LeadPerfection is a cutting-edge, enterprise-class solution for managing businesses in the Kitchen Cabinet Refacing services sectors. The fact that LeadPerfection is genuinely an enterprise-class solution sets it apart from its competitors.
LeadPerfection isn’t simply a “tool”; it’s supposed to be more. It’s supposed to be the company’s beating heart. For more than a decade, Fortune 500 businesses have been building and executing systems in this manner.
LeadPerfection allows you to enter all of your sales reps’ schedules for the next several weeks so that appointments may be scheduled correctly. You may set up to six timeslots each day in LeadPerfection. Checking the boxes for each time slot that each sales professional expects to be available to conduct appointments simplifies the scheduling procedure.
LeadPerfection offers the ability to work with various sales offices. You may set your coverage area down to the zip code level, and then assign sales reps to each of the sales offices. The availability of any particular timeslot is decided by the amount of sales people requesting leads for that time, as well as the number of meetings already scheduled, as appointments are made.
In some cases, more appointments may be required in one region while fewer are required in another. In order to meet the number of appointments, LeadPerfection allows you to temporarily shift sales agents from one region to another.
Do your salespeople lament the fact that they spend more time driving than selling? The way LeadPerfection organizes appointments is one of its most advantageous features. The system has a built-in engine that calculates travel time from one appointment to the next, allowing your contact center personnel to schedule the most effective time for a specific appointment depending on other appointments scheduled earlier or later in the day in the same region. And, just so you know, we’re talking about actual driving time, which takes into account road types, bridges, and other factors. It’s not just a straightforward “as the crow flies” estimate.
General Lead Perfection When a new prospect calls, LeadPerfection may instantly scan the schedule and present all of the forthcoming appointments that are closest to the new prospect. It will provide the projected driving time in minutes between each existing appointment and the new prospect, allowing the agent to choose the best time slot for the new prospect. This may save a company’s sales personnel a lot of time on the road and allow them to schedule more appointments during high seasons.
There are around a half-dozen different methods to see your planned appointments in LeadPerfection. You may see them in detail for one day, in summary for several days, in tabular style, or visually as a function of sales rep requests fulfilled. Or, as in this case, in a monthly calendar arrangement.
There’s also a built-in feature for handling the confirmation process, which involves making calls to prospects a day or two ahead of time to confirm the scheduled appointment. This is closely related to LeadPerfection’s “Get Next to Dial” function.
Do you sometimes think, “Where has all the money gone?” When sales are increasing but cash is tight, the solution is frequently work-in-process. Surprisingly, many bigger home service firms struggle to efficiently manage work-in-progress. LeadPerfection was created to organize and evaluate work-in-progress so that you can quickly spot scenarios when jobs have fallen behind schedule while there is still time to catch up.
You may set “milestones” in LeadPerfection, which are important events in the lifespan of a typical project. These milestones might include the receipt of documentation, the measurement of jobs, the ordering and delivery of materials, and the commencement and completion of work.
There is a basic screen that color-codes all of the milestones based on when they are due or how overdue they have gotten. This helps you to see where issues are occurring right away.
There are further reports that allow you to look at “cycle time” by the person in charge of each milestone. For example, you may look at how long each sales agent has taken on average to turn in his documentation. Analyze the cycle time for measurers, buy agents, and installation workers in the same way. You may identify individuals that repeatedly delay project completion by comparing their cycle times. By taking action, you may reduce the time it takes to finish projects, enhancing your cash flow. It can also aid in the reduction of work cancellations, since jobs that develop further and faster are less likely to be canceled.
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