Sample Pages

Sales Rep Scheduling

LeadPerfection allows entry of the schedule of all of the sales representatives for the coming weeks so that appointments can be booked accordingly. In LeadPerfection, you can define up to six timeslots per day. The scheduling process is as simple as checking the boxes for each timeslot which each sales rep plans on being available to run appointments.

LeadPerfection has multiple sales office capabilities. You can define your coverage area down to the zip code level, then assign sales representatives to each of the sales offices. As appointments are being set, the availability of any given timeslot is determined by the number of sales representatives requesting leads for that time, along with the number of appointments already booked.

Some times, more appointments may need to be run in one territory and fewer in another. LeadPerfection allows you to temporarily transfer sales representatives from one territory to another in order to fulfill the volume of appointments.

Appointment Setting

Do your sales reps complain that they are spending more time driving than selling? One of the most beneficial aspects of LeadPerfection is the way in which it schedules appointments. The system comes with a built-in engine that estimates the driving time from one appointment to the next in order to allow your call center staff to book the most efficient time for a given appointment based on other appointments being run in the given area earlier or later in the day. And just so you know, we are talking about true drive time, taking into consideration road types, bridges, etc. Not just a simple "as-the-crow-flies" calculation.

Lead Perfection General With a new prospect on the phone, LeadPerfection can search the schedule in an instant, and display all of the upcoming appointments nearest to the new prospect. It will display the estimated drive time in minutes between each existing appointment and the new prospect so that the agent can select the most appropriate timeslot for the new prospect. This can significantly reduce travel time for a company's sales reps and allow more appointments to be run during peak seasons.

Viewing the Schedule

LeadPerfection offers about a half dozens ways to view your scheduled appointments. You can view them for one day in detail, for many days in summary, in tabular format or graphically as a function of fulfillment of sales rep requests. Or in the example here, in a monthly calendar layout.

There is also a built-in component for managing the confirmation process, whereby calls to prospects will be made in order to confirm the upcoming appointment a day or two in advance. This ties in directly with LeadPerfection's "Get Next to Dial" feature.

Production Management

Do you ever wonder "where all the money is"? In times where sales are up yet cash is tight, the answer usually is in work-in-process. Interestingly, many larger home services companies do not manage work-in-process effectively. LeadPerfection was designed to organize and analyze work-in-process so that at a glance, you could easily identify cases where jobs are running past due while there is still time to recover.

LeadPerfection allows you to specify "milestones", which are significant dates in the lifecycle of a typical project. These milestones might include when paperwork is received, when jobs are measured, when material is order and delivered, and when the work is started and completed.

A simple screen exists which color-codes all of the milestones according to when each milestone is due or how delinquent it has become. This allows you to see right away where problems exist.

Furthermore, reports exists which allow you to analyze "cycle time" by the person responsible for each milestone. For example, you could analyze how many days on average it has taken for each sales rep to turn in his paperwork. Similarly, you can analyze the cycle time for measurers, purchase agents and installation crews. By comparing their cycle times, you can identify individuals who are consistently delaying completion of projects. Acting upon this can shorten up the time necessary to complete jobs, thus improving your cash flow. It can also help reduce cancellation rate, since jobs which progress further and faster are usually less likely to be cancelled.