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.

26 articles in this collection
Written by Maria Rummel and Maria Rummel

Introduction to Digital Sales

Introduction

Welcome to the Home Furnishing Industry's first Digital Sales Training Program.

Written by Maria Rummel
Updated over a week ago

Digital Sales Training Lessons

Lesson 1: Setting Your Vision and Goals

Get your team on the same page! Learn how to define your store's vision and goals.

Written by Maria Rummel
Updated over a week ago

Lesson 2: Building Your Digital Sales Team

Define who on your team will support your digital sales efforts to make you successful in turning online leads to in-store sales.

Written by Maria Rummel
Updated over a week ago

Lesson 3: Digital Sales Structure & Process

Stay on track to reach your goals by defining a strategy and using these training materials to give your team structure.

Written by Maria Rummel
Updated over a week ago

Lesson 4: Enabling Live Virtual Consultations

Connect with shoppers more on their own time with virtual consultations. Use these resources to get your team started.

Written by Maria Rummel
Updated over a week ago

Lesson 5: CRM Training for Digital Sales Success

Leveraging a CRM will help your team follow up on leads, be more productive and increase sales. Here's how to get started on the PERQ CRM.

Written by Maria Rummel
Updated over a week ago

Digital Sales Training FAQs

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

Changing website coupons

Written by Maria Rummel
Updated over a week ago

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

Design customization for website conversion experiences

Written by Maria Rummel
Updated over a week ago

Do you have any other experiences/quizzes I can use on my website?

Additional website experiences

Written by Maria Rummel
Updated over a week ago

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

PERQ CRM Notifications

Written by Maria Rummel
Updated over a week ago

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

Creating/saving PERQ CRM filters

Written by Maria Rummel
Updated over a week ago

How do you filter leads in the CRM to only show Current Day?

Filtering leads for current day

Written by Maria Rummel
Updated over a week ago

I’m getting way too many repeat notifications from PERQ. Can I turn those off?

How to turn off CRM repeat notifications

Written by Maria Rummel
Updated over a week ago

Why must I create a Pending Task and complete it in the CRM?

Creating and completing CRM tasks

Written by Maria Rummel
Updated over a week ago

How do I clear a pending task from the CRM?

Clear pending CRM task

Written by Maria Rummel
Updated over a week ago

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

Lead follow-up in CRM

Written by Maria Rummel
Updated over a week ago

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

Logging phone calls in the CRM

Written by Maria Rummel
Updated over a week ago

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

Written by Maria Rummel
Updated over a week ago

What happens to the Blue Leads in the CRM if we don’t follow up?

Blue leads not followed up on

Written by Maria Rummel
Updated over a week ago

How long do I need to keep Contact Records on the CRM Contacts Page?

CRM contact records timeframe

Written by Maria Rummel
Updated over a week ago

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

Won/Lost deals in CRM

Written by Maria Rummel
Updated over a week ago

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

Texting in the CRM

Written by Maria Rummel
Updated over a week ago

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

Follow-up guidance for CRM leads

Written by Maria Rummel
Updated over a week ago

Is it OK to call a PERQ lead, even if the shopper didn’t say they preferred a call?

Calling a CRM lead

Written by Maria Rummel
Updated over a week ago

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

Lead follow-up after CRM cadence is over

Written by Maria Rummel
Updated over a week ago

My PERQ lead came into the store to shop, now what?

Online lead coming into store

Written by Maria Rummel
Updated over a week ago