What is CRM? – Apps

CRM stands for Customer Relationship Management. The primary goal of RFMS CRM is to visually assist the salesperson with the flooring sales process and keep track of sales opportunities helping them to work both reactively and proactively.

To download the CRM Handbook with step-by-step instructions scroll to the bottom of this page.

An Opportunity Card represents a single opportunity for a specific customer. The card includes relevant information for the sales process. This information includes products that the customer shows interest in, any Measure drawings (including multiple estimate options), related quotes, and the final order.

CRM keeps track of these opportunities in two main ways: (1) the salesperson can easily see what stage the opportunity is in from contact to install, and (2) a single place for the salesperson to work from allowing them to drive the opportunity forward in the sales process.

Version number
User information
Switch between the different screens
Access CRM app settings
App information and Privacy Policy
Link to RFMS Apps help site

Dashboard

This screen shows your upcoming tasks, appointments, and all recent activity.

Pipeline

This screen shows all of your opportunities at a glance and which stage they are currently in.

Each opportunity card provides specific information including status indicators and a link to the next calendar activity or most recent overdue activity.

Search

The search screen allows you to search by Opportunity or by Customer. (A single customer may have multiple opportunities associated with them.) Toggle between these two options by using the drop down at the top of the screen.

Calendar

The calendar screen allows you to view activities related to opportunities. These may include Measure appointments, tasks due on a certain date or other appointment to meet with customer.

Reports

The reports dashboard shows won, lost, and started opportunities by salesperson over a set period of time. Time period can be changed via the drop down in the top right of the screen.

Samples

The samples screen allows you to keep track of samples across customer types and opportunity stage. From this one screen you can see when they were checked out and even check them back in without opening the opportunity.

The different screens each have their own set of options in the top navigation bar. Some options are persistent for each screen. These include:

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