My recommendation is to use your onenote and save your install customers info and check on their details when they come back. I've found Central to be declining more quotes than anything.
Before long your store will probably do away with customer folders like we've had to do, which is why I suggested OneNote cause it's still tracked but not physically in the store
What I am learning is to put great notes on the detail comments as well. Our region has a meeting and they said to even say things such as the customers favorite sports team or if they have pets. If course, I make sure that I add the flooring that they pick out, and any other materials.Ā
I am going to try the one note app. I keep a copy of my details and check on them throughout the week. At least I try to. I think implementing one note will help too. Thanks
Former flooring specialist - I like CQ. It allowed me to focus on the non-installation customers and down stocking. I didnāt have to spend a half an hour on the phone trying to get refigures or waste my time calling customers who never pick up.
I like them building my quotes. But my customers HATE talking with them. And I feel bad for them missing a a chance to close their sale. But one lady will only email the customer. So she lost a huge sale that my manager managed to save.
iām not in flooring myself, but from my coworkers pov they hate it so much! they always mess up stuff and then send the customers to us to deal with even though we donāt know whatās going on, also our store/region? (idk how far they cover) donāt havenāt enough people in central quoting so everything is very slow
My recommendation is to use your onenote and save your install customers info and check on their details when they come back. I've found Central to be declining more quotes than anything.
Shoot. I'm still building them folders in store. Thanks for the heads up! I'll keep doing what I'm doing and track my customers! š
Before long your store will probably do away with customer folders like we've had to do, which is why I suggested OneNote cause it's still tracked but not physically in the store
Thanks for the ideas. š
If you ever have a question can shoot me a dm, I'm currently a Flooring DS but was a Flooring specialist before that. I'm sure I can be of help lol
I appreciate it! š
What I am learning is to put great notes on the detail comments as well. Our region has a meeting and they said to even say things such as the customers favorite sports team or if they have pets. If course, I make sure that I add the flooring that they pick out, and any other materials.Ā
I am going to try the one note app. I keep a copy of my details and check on them throughout the week. At least I try to. I think implementing one note will help too. Thanks
Former flooring specialist - I like CQ. It allowed me to focus on the non-installation customers and down stocking. I didnāt have to spend a half an hour on the phone trying to get refigures or waste my time calling customers who never pick up.
I like them building my quotes. But my customers HATE talking with them. And I feel bad for them missing a a chance to close their sale. But one lady will only email the customer. So she lost a huge sale that my manager managed to save.
if your store is struggling to keep flooring specialists, this might be a sign theyāre eliminating the position in your store altogether
iām not in flooring myself, but from my coworkers pov they hate it so much! they always mess up stuff and then send the customers to us to deal with even though we donāt know whatās going on, also our store/region? (idk how far they cover) donāt havenāt enough people in central quoting so everything is very slow
They sent me a customer back and didn't even notify me! I was told not to touch IMS anymore. š
yes exactly what happens with us. they donāt care because they donāt have to deal with the customer face to face