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FloorLink.net CRM Key Features
Functional Tabs
Lead
- Create/Edit new leads by source, type, location,
demographics, rating, estimated sale amount information.
- Attach Schedules, Tasks and Event Logs with leads.
- Assign Lead to sales reps.
- Convert Lead to Account upon qualification or sale.
- Generate report on leads with defined search criteria
(by rep, source, type, location, etc.).
- Import lead lists from Excel/CSV files (load thousands
of leads in a second).
Account
- Create/Edit new account by customizable account type,
demographics and rating. Attach remarks to account.
- Add multiple contacts to an account (it can be used
to represent different office location of an account, or
different projects or jobs of an account).
- Attach Opportunity to an account. An Opportunity can
be used to capture a sales opportunity or a job to bid
on. Multiple Opportunities can be attached to an account
to represent the history of business transaction with
this account.
- Attach Document to an account. A Document can be any
document including sales order, proposal, Word document,
Excel sheet, a scanned image, or an invoice.
- Attach Schedules, Tasks and Event Logs with an
account.
- Search accounts by defined search criteria (by rep,
type, demographics, rating)
- Generate report on closed sales amount of Closed
Opportunities, conversion rate by reps and estimated
sales revenue in the pipeline of future time
frame.
Contact
- Create/Edit new contact information
- Associate contact with an existing Account
- Search for Contact by first name, last name, city,
state, zip, phone and email.
Opportunity
- Create/Edit new opportunity by opportunity name,
estimated sales amount, probability, estimated close
date, competitor name, next step, PO number, product,
and status.
- Attach Document to an Opportunity. Multiple
documents can be attached to an Opportunity such as
estimate proposal, bids, diagrams, sketch drawing,
contract, price list, etc.
- Attach Schedules and Tasks to Opportunities.
- Attach FloorEstimate Pro project with an account. So
the project can be opened and edited from
FloorLink.net (if user has FEP5 installed on the PC).
- Search opportunities by defined search criteria.
Diagram
- View/Edit FloorEstimate Pro project.
- View detailed project information including
customer, job site address, materials, quantities,
prices, sales amount, installation diagrams and
proposal sheet.
- Attach FEP projects with an existing Opportunity of
an Account.
Document
- Create/Edit file folder and sub folder structure.
- upload file under any folder.
- Assign shared folders for sales team collaboration.
Schedule
- Create/Edit new schedule information.
- View schedules on daily, weekly, monthly and yearly
and by reps or all reps.
- View color coded schedules by reps or by
customizable categories. For example, categories can
be set as "Measurement",
"Installation", "Material Order",
"Services", etc.
- Installation scheduling: slot assignments, waiting
list, map/directions
Task
- Create/Edit new tasks with start date, due date,
percentage completed, description, and status.
- Track overdue tasks and completed tasks by reps.
Report
- Various management report from lead generation,
conversion to sales report.
- Installation report
Settings
- Define detailed user information for map and weather
information generation
- Allow defining store locations or departments.
- Create user groups and assign different access
rights.
Report Types
Lead Reports
- Lead Report By Source: How effective are all lead sources (and campaigns)?
- Lead Report By Status: What is the status of all leads?
- Lead Assignment & Conversion Report: What are the lead assignment and status under each rep?
- Neglected Leads Report: Which leads need attention?
Account & Contact Reports
- New Accounts Report: What are the new accounts added recently by reps?
- Account Owners Report: Who owns which accounts up to date?
- Active Accounts Report: What are the accounts generating sales or have sales opportunity going on?
- Neglected Accounts Report: Which accounts need attention?
Opportunity Reports
- Opportunity Pipeline Report: What are the upcoming opportunities by stages?
- Estimated Revenue From Opportunities: What is the estimated coming revenue from opportunities?
- Opportunity Report By Rep: What are the opportunities under each rep?
- Opportunity Report By Sources: What sources are the opportunities coming from?
- Stuck Opportunity Report: Which opportunities have passed their expected closing date?
- Lost Opportunity Report: What are the opportunities lost to competitors or customers canceling their projects?
Sales Reports
- Sales Report by Rep: What are the closed sales by rep?
- Sales Report by Account: Which accounts generates the sales revenue?
- Sales Report by Source: How much sales revenue is generated by each opportunity source and campaign?
Activity Reports
- Schedules Report by Rep: How many scheduled activities are there by rep?
- Tasks Report by Rep: How many tasks are there for each rep?
Administrative Reports
- User Login Report: User login/logout status history.
- Account Status Report: Overview of your FloorLink.net account profile and subscription status.
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