The new RLM to Broadlume’s Business Management Software (BMS) integration offers many upgrades to the legacy experience that allows flooring retailer users to now see quote/order details directly within the RLM Lead Details page.
Legacy capabilities that are still applicable:
- From the RLM Lead Detail page, you can choose to perform a “Customer Sync.”
- Customer Sync will search the customer records in BMS.
- If there are any matches on email, last name, or phone, then it returns those as options.
- The user can then choose to either:
- Create a new customer record
- Or select which customer record is the same and sync them, adding the BMS Customer ID to the Lead Details.
A full list of NEW enhancements are below:
- Quotes and Orders can now be linked to a single lead.
- Displays as a new tab in Lead Detail “Quotes & Orders.”
- Quotes/Order notes are synced to RLM.
- Edocs are synced to RLM under the Files Tab within the Lead Details page.
- Quote and order totals are summed on the detail page for easy reference.
Note: This enhancement is specifically built for retail in mind. It does not currently handle Builders/Apartments/Company syncing.
From RLM, how to create a new Customer in BMS:
- From the RLM Lead Detail page, you can choose to perform a “Customer Sync.”
- Customer Sync will search the customer records in BMS.
- If there are any matches on email, last name, or phone, then it returns those as options.
- The user can then choose to Create a New Customer record.
From RLM, how to connect a Lead in RLM to a customer record already in BMS:
- From the RLM Lead Detail page, you can choose to perform a “Customer Sync” (same as the step above).
- Customer Sync will search the customer records in BMS.
- If there are any matches on email, last name, or phone, then it returns those as options.
- The user can then choose to select which customer record is the same and sync them, which will add the BMS Customer ID to the Lead Details.
How to link quotes or orders to a lead. In RLM:
- Go to Lead Detail Page.
- Click More > Customer Sync.
- Search for the customer.
- Select the matching customer, then click “Sync Customer.”
- Select all applicable quotes and/or orders (jobs)
- Note: The system will not allow you to select quotes/orders that are already linked to another lead. Those options will be greyed out.
- View all Quotes / Orders in the appropriate tab.
- You may click on an individual quote or order to see line details.
- Totals for Quotes and totals for Orders are summed at the top. These can easily be copy/pasted into the related Quote Amount or Sale Amount fields for that lead.
Notes are synced
To increase the visibility of important quote/order notes added in BMS, the integration will now document those notes in RLM.
Notes are synced one way from BMS to RLM.
These are specifically notes from related Quotes and Orders (Jobs). They will appear as individual notes in the Notes tab of RLM.
BMS Notes:
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RLM Notes:
To ensure important documents are added to related Quotes or Orders (i.e. measurements), these will now be synced to RLM and added to the Files Tab.
BMS Files:
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BMS files added to RLM Files: