Digital Sales Training for Home Furnishings Professionals

Everything you need to get started with digital sales. Following this curriculum, you can enable your team to be successful at converting digital leads into in-store ups.

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Digital Sales Training FAQs

Can I change the “coupon” and/or offer different “coupons” for each Website Conversion Experience?

Changing website coupons
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Can I customize colors, pictures and the design of Website Conversion Experiences?

Design customization for website conversion experiences
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Do you have any other experiences/quizzes I can use on my website?

Additional website experiences
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What notifications will I receive from the PERQ CRM? When should I expect them?

PERQ CRM Notifications
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How do you create & save a filter within the PERQ CRM?

Creating/saving PERQ CRM filters
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How do you filter leads in the CRM to only show Current Day?

Filtering leads for current day
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I’m getting way too many repeat notifications from PERQ. Can I turn those off?

How to turn off CRM repeat notifications
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Why must I create a Pending Task and complete it in the CRM?

Creating and completing CRM tasks
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How do I clear a pending task from the CRM?

Clear pending CRM task
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How do we know if a salesperson followed up with the leads assigned to them in the CRM?

Lead follow-up in CRM
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After I make a phone call to a customer, how do I log that in the CRM?

Logging phone calls in the CRM
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Why are some leads marked Red when they come into the CRM, but they’re not ready to buy?

Red leads not ready to buy
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What happens to the Blue Leads in the CRM if we don’t follow up?

Blue leads not followed up on
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How long do I need to keep Contact Records on the CRM Contacts Page?

CRM contact records timeframe
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How do you mark a deal as Won/Lost in the CRM? Why do I have to do this?

Won/Lost deals in CRM
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Do you use our personal cell phone numbers for texting in/out of the CRM?

Texting in the CRM
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How many follow-up attempts should I make to reach leads provided in the CRM?

Follow-up guidance for CRM leads
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Is it OK to call a PERQ lead, even if the shopper didn’t say they preferred a call?

Calling a CRM lead
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My follow-up cadence is over for my CRM lead, what should I do?

Lead follow-up after CRM cadence is over
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My PERQ lead came into the store to shop, now what?

Online lead coming into store
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Updated over a week ago