The Action To Do List appears automatically each morning when the system is turned on. Each sales person receives a printed list of his or her activity for the day.
The showroom manager is provided a master list of daily activity to monitor and insure that everyone on the sales team does the proper follow-up.
You should set up a three ring binder for each salesperson and one for you so you have instant chronological access to all activity. These binders are worth their weight in gold in a very short period of time, and give you insight into each salespersons daily activity with this important resource. Un-sold customer follow-up is one of the most important un-tapped resources dealers have to create dramatic improvement in their businesses. TRAX will totally automate this goldmine of new business if you set it up properly.
Another major benefit is that you never have to worry about a sales person leaving your employment and taking the only list of their prospective customer information. Assign new employees the sales appointments and activity from a previous employee.
TRAX also helps reduce employee turnover because:
· Your sales people will close more sales because their activity on the sales floor is automated.
· Ability to focus on a particular days activities, and insure that all important activity is completed properly.
· Sales staff will not lose or possibly forget prospects.
· Tickler file can’t be taken home/leaving employment.
· Turns hard to sell multiple visit prospects into customers more often, because you are better prepared when they arrive.
· Generates ‘Thank You letters and quality Invitations’ with the personal touch you desire.
· When a salesperson becomes aware of the number of customer contacts they make, believe it or not this alone creates improvement. When this knowledge is combined with good management and follow-up improvement is compounded.
·
The system also helps eliminate squabbling over the age-old
question of whose customer is whose. TRAX
automatically generates a tickler file in a
‘To Do’ list format.
The following is a
sample of the Employee Actions Report, which automatically prints each morning
for each salesperson. There is also
a master, which is printed for the manager for that day’s activity.
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