thank you for purchasing trax salesperson training and orientation this presentation requires...

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Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

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Page 1: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Thank You for Purchasing TRAX

Salesperson Training and Orientation

This Presentation Requires SpeakersFebruary 2006

Page 2: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Trax• Our promise is simple. We guarantee

you and each salesperson on the sales floor will make more money and start taking more sales from your competition immediately.

• We will also make it easier for you to create more meaningful and profitable long term relationships with all of your customers.

Page 3: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Trax• Our promise is simple. We guarantee

you and each salesperson on the sales floor will make more money and start taking more sales from your competition immediately.

• We will also make it easier for you to create more meaningful and profitable long term relationships with all of your customers.

Page 4: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Our Goal Today Is to Take 23 Minutes and Introduce the

Benefits of TRAX Sales Force Automation to You and Your

Sales Team.

Page 5: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The First Step Is to Ask Your Sales Team Which Salesperson

Dis-likes Computers the Most or Is the Least Familiar With Them.

Page 6: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Make Sure You Do Not Touch the Mouse or Physically Help This Salesperson in Any

Way During the Initial Presentation of This Three Step

Process.

Page 7: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The Goal

Obviously If a Totally Non Computer

Person Can Do This Easily… Then Anyone Should Be Able To

Do It

Page 8: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The First Step Is to Put Three Salespeople on the UpBoard.

Page 9: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 10: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 11: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 12: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Just Like the Manual up System Used Now, When a Customer Comes in They Move Their

Name to the Floor.

Page 13: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 14: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 15: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Let’s Assume That Three Customers Came in. Please

Move All Three Salespeople to the Floor.

Page 16: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 17: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 18: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The First Opportunity Is a Customer Who Doesn’t Give Us

the Time of Day. We Are So Ignored It’s Embarrassing. We

Get Absolutely No Information.

Page 19: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 20: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 21: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
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Page 23: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 24: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 25: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Make Sure During Your Meeting You Point Out That This Took Very Little

Time to Enter.

Trax Is Fast and Easy to Use.

Page 26: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The Next Step Is When a Sale Is Made.

Page 27: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 28: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 29: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 30: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 31: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 32: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
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Page 34: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 35: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Finally and Most Importantly What Happens When a Customer Loves Your Company but Can’t

Buy Today…

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Page 44: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 45: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The Trax Computer Automatically Prints a Personal To Do List for Each

Salesperson…Every Day.

It Also Prints a Master for the Manager in Case Someone Has the Day off.

It’s Like Giving Each Salesperson Their Own Personal Secretary.

Page 46: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 47: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 48: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Automatically prints thank you letters for sold and unsold customers.

Page 49: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Automatically prints thank you letters for sold and unsold customers.

Page 50: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

PS Goes Here

Page 51: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

That’s it…Make sure you make a very big deal about how easy it is to use and that it’s like a disciplined

investment portfolio.

After a little while the account begins to compound in value.

Page 52: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 53: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The TRAX Computer Also Automatically Prints a

Professional Thank You Letter for Every Unsold Customer and

Allows Each Salesperson At Their Convenience to Easily

Print a Letter for Any Occasion.

Page 54: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 55: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 56: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 57: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

What About Overflow?

When You Have More Customers Than Salespeople.

Page 58: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 59: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The Best Way to Start

Page 60: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 61: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
Page 62: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Customer DB on your eTRAX log in page

Page 63: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Customer DB on your eTRAX log in page

Page 64: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
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Customer DB

• Network the UpBoard to any networked computer.

• Provide instant access to each salespersons personal customer database. Password Protected.

Page 69: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Customer DB

• Network the UpBoard to any networked computer.

• Provide instant access to each salespersons personal customer database. Password Protected.

• Enter sales and opportunities from remote computers.

Page 70: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Customer Maintenance Separated for each salesperson by password

Page 71: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

At 2:00 In The Morning

• Automatically Prints a Beautiful Thank You Letter for Every Un-Sold Customer

• We Set It Up and Give You Examples That Can Be Polished By You

• Also Prints a Different Letter for Every Sold Customer

• Gives You Complete Flexibility To Easily Create Letters Any Time You Want For Any Reason

Page 72: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

At 2:00 In The Morning

• Automatically Prints a Beautiful Thank You Letter for Every Un-Sold Customer

• We Set It Up and Give You Examples That Can Be Polished By You

• Also Prints a Different Letter for Every Sold Customer

• Gives You Complete Flexibility To Easily Create Letters Any Time You Want For Any Reason

Page 73: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

At 2:00 In The Morning

• Automatically Prints a Beautiful Thank You Letter for Every Un-Sold Customer

• We Set It Up and Give You Examples That Can Be Polished By You

• Also Prints a Different Letter for Every Sold Customer

• Gives You Complete Flexibility To Easily Create Letters Any Time You Want For Any Reason

Page 74: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

At 2:00 In The Morning

• Automatically Prints a Beautiful Thank You Letter for Every Un-Sold Customer

• We Set It Up and Give You Examples That Can Be Polished By You

• Also Prints a Different Letter for Every Sold Customer

• Gives You Complete Flexibility To Easily Create Letters Any Time You Want For Any Reason

Page 75: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

At 2:00 In The Morning

• Automatically Prints a Beautiful Thank You Letter for Every Un-Sold Customer

• We Set It Up and Give You Examples That Can Be Polished By You

• Also Prints a Different Letter for Every Sold Customer

• Gives You Complete Flexibility To Easily Create Letters Any Time You Want For Any Reason

Page 76: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Customer DB

• Network the UpBoard to any networked computer.

• Provide instant access to each salespersons personal customer database. Password Protected.

• Enter sales and opportunities from remote computers.

• Access to only their customer information and may edit their personal sales activity insuring accuracy.

Page 77: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

The Agreement Is on Page #21 in the Users Guide.

The Unsold Customer Entry Form Is on Page #22.

Please Feel Free to Copy These and Duplicate Them for Each Salesperson

Page 78: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

We Guarantee That TRAX Will Generate a Minimum of $5000

Per Month in Additional Business for Each of You on

the Sales Floor… If You Make an Effort to Put Every

Opportunity Into TRAX Everyday

Page 79: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006
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Page 85: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Enter your private personal password

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Page 93: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits1. You will never ever forget a promise you made to a

customer again with the TRAX personal to do list.

2. All reports are printed automatically when you need them.

3. Automates your goals program.

4. Creates automatic letters that are waiting for you when you come in the next day so you can personalize each one.

5. Tracks your strengths and provides insight into your weaknesses guaranteeing personal improvement.

6. When you take a day off TRAX will help eliminate any confusion about customer activity if you are working with a customer properly. (According to your company’s policies and procedures).

Page 94: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits1. You will never ever forget a promise you made to a

customer again with the TRAX personal to do list.

2. All reports are printed automatically when you need them.

3. Automates your goals program.

4. Creates automatic letters that are waiting for you when you come in the next day so you can personalize each one.

5. Tracks your strengths and provides insight into your weaknesses guaranteeing personal improvement.

6. When you take a day off TRAX will help eliminate any confusion about customer activity if you are working with a customer properly. (According to your company’s policies and procedures).

Page 95: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits1. You will never ever forget a promise you made to a

customer again with the TRAX personal to do list.

2. All reports are printed automatically when you need them.

3. Automates your goals program.

4. Creates automatic letters that are waiting for you when you come in the next day so you can personalize each one.

5. Tracks your strengths and provides insight into your weaknesses guaranteeing personal improvement.

6. When you take a day off TRAX will help eliminate any confusion about customer activity if you are working with a customer properly. (According to your company’s policies and procedures).

Page 96: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits1. You will never ever forget a promise you made to a

customer again with the TRAX personal to do list.

2. All reports are printed automatically when you need them.

3. Automates your goals program.

4. Creates automatic letters that are waiting for you when you come in the next day so you can personalize each one.

5. Tracks your strengths and provides insight into your weaknesses guaranteeing personal improvement.

6. When you take a day off TRAX will help eliminate any confusion about customer activity if you are working with a customer properly. (According to your company’s policies and procedures).

Page 97: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits1. You will never ever forget a promise you made to a

customer again with the TRAX personal to do list.

2. All reports are printed automatically when you need them.

3. Automates your goals program.

4. Creates automatic letters that are waiting for you when you come in the next day so you can personalize each one.

5. Tracks your strengths and provides insight into your weaknesses guaranteeing personal improvement.

6. When you take a day off TRAX will help eliminate any confusion about customer activity if you are working with a customer properly. (According to your company’s policies and procedures).

Page 98: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits1. You will never ever forget a promise you made to a

customer again with the TRAX personal to do list.

2. All reports are printed automatically when you need them.

3. Automates your goals program.

4. Creates automatic letters that are waiting for you when you come in the next day so you can personalize each one.

5. Tracks your strengths and provides insight into your weaknesses guaranteeing personal improvement.

6. When you take a day off TRAX will help eliminate any confusion about customer activity if you are working with a customer properly. (According to your company’s policies and procedures).

Page 99: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits1. You will never ever forget a promise you made to a

customer again with the TRAX personal to do list.

2. All reports are printed automatically when you need them.

3. Automates your goals program.

4. Creates automatic letters that are waiting for you when you come in the next day so you can personalize each one.

5. Tracks your strengths and provides insight into your weaknesses guaranteeing personal improvement.

6. When you take a day off TRAX will help eliminate any confusion about customer activity if you are working with a customer properly. (According to your company’s policies and procedures).

Page 100: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits7. Tracks your advertising by holding your advertisers

accountable for poor performance improves overall advertising effectiveness.

8. Gives you insights on why customers don’t purchase from you.

9. Makes your downtime more productive.

10. Insures better long term relationships with all your customers.

Page 101: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits7. Tracks your advertising by holding your advertisers

accountable for poor performance improves overall advertising effectiveness.

8. Gives you insights on why customers don’t purchase from you.

9. Makes your downtime more productive.

10. Insures better long term relationships with all your customers.

Page 102: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits7. Tracks your advertising by holding your advertisers

accountable for poor performance improves overall advertising effectiveness.

8. Gives you insights on why customers don’t purchase from you.

9. Makes your downtime more productive.

10. Insures better long term relationships with all your customers.

Page 103: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits7. Tracks your advertising by holding your advertisers

accountable for poor performance improves overall advertising effectiveness.

8. Gives you insights on why customers don’t purchase from you.

9. Makes your downtime more productive.

10. Insures better long term relationships with all your customers.

Page 104: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Dave’s Top 10 Major Benefits7. Tracks your advertising by holding your advertisers

accountable for poor performance improves overall advertising effectiveness.

8. Gives you insights on why customers don’t purchase from you.

9. Makes your downtime more productive.

10. Insures better long term relationships with all your customers.

Page 105: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Read the Users Guide

Page 106: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Read the Users Guide

• Page 19 deleting unwanted or practice opportunities.

Page 107: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Read the Users Guide

• Page 19 deleting unwanted or practice opportunities.

• Page 50 adding or removing salespeople.

Page 108: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Read the Users Guide

• Page 19 deleting unwanted or practice opportunities.

• Page 50 adding or removing salespeople.

• Page 51 goal setting.

Page 109: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Read the Users Guide

• Page 19 deleting unwanted or practice opportunities.

• Page 50 adding or removing salespeople.

• Page 51 goal setting.

• Page 76 the best spiff contest you ever saw.

Page 110: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Read the Users Guide

• Page 19 deleting unwanted or practice opportunities.

• Page 50 adding or removing salespeople.

• Page 51 goal setting.

• Page 76 the best spiff contest you ever saw.

• If you need to change the customizing of the UpBoard please call us and we will show you how.

Page 111: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Please Read the Users Guide

• Page 19 deleting unwanted or practice opportunities.

• Page 50 adding or removing salespeople.

• Page 51 goal setting.

• Page 76 the best spiff contest you ever saw.

• If you need to change the customizing of the UpBoard please call us and we will show you how.

• Please call anytime for any reason 888.646-5462.

Page 112: Thank You for Purchasing TRAX Salesperson Training and Orientation This Presentation Requires Speakers February 2006

Thank You