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Managers Users Guide for Online System
Read this first...Four Basics That Insure Success
3. Introducing TRAXsales To Your Salespeople
5. Previous Unsold Customer Data Entry Form
7. Recap of basic salesperson data entry with more detail provided
13. If The Rotation Needs To Be Changed
15. Employee Activity How Do You Ensure Accuracy Ctrl A (more detail)
16. Optional Tracking The Steps Of The Sale Instead Of Reasons a Customer Did Not Buy
17. Why Some Salespeople Fight TRAX (a discussion)
18. Showroom Evaluation Diagnostic Form
18a. What should I do if a salesperson leaves and we want to divide up the customers he or she is working with between the veteran salespeople?
Reports
20. List Of All Reports And Functions
22. The Big Five (The Simple Keys To Guaranteed Success And Improvement)
23. IGE Information Gathering Efficiency (Our Most Important and Productive Report)
27. Double Eagle Goals and Brief Discussion
29. Employees Closing Ratios By Product Category
30. Employees Overflow and Time With Customers
32. Staffing Analysis And Comparisons with Customer Traffic Flow
32b Below Average Closing Ratio Report
33. Customer Reasons For Not Purchasing
34. Busiest Time of Day And Daily Weather Pattern Analysis
Inventory Reports
41. Showroom Closing Ratio By Product Category
42. Reasons Product was Not Purchased
46. Advertising Sales Dollars By Advertiser
47. Advertising Opportunities by Product
49. Top Zip Codes (Provides Performance Per Opportunity By Zip)
Questions and Answers
50. Will My Sales People Use It?
51. How Do I Add Or Remove An Employee?
52. How Do I Change Or Add Goals
53. Why You Should Have A 25 % Spread Between Your Goal And The Minimum…
54. Difference Between Be Backs and Appointments?
These additional links will be added shortly.
55. Instant UpBoard Status From Any Remote Computer
55a Ctrl A from remote PC, and Automatic Backup
56. Re-Order Trail and Out of Rotation Report
57. Most Productive Customer Analysis
58. Printing Questions
58a Customer Info and Mailing
Maintenance and Setup of TRAX
59. Icons
60. Change Password
Properties
63. Standard UpBoard Method or SRI Method and Miscellaneous Features
64. Print Functions
65. Advertising Costs or Budgets Setting Up
66. Daily Activity and Sale Editing
67. Adding and Removing Employees
68. Employee's Goals
69. Setting Goal Dates
70. Setting the Goals Calendar
71. Employees Actions
72. Customer Maintenance
73. Setting Store Hours
74. Customer Mail
74a Mailing Labels
74b Mail Merge
75. Contact Manager
76. Importing and Exporting Customer Info and Synchronizing With Your Bus Software
77. Installation
83. Counting Traffic…Why you should
84. Dave's Cartoon
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