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TRAX Management Seminar Agenda

It is very important that all sales and marketing associates have viewed and signed off on the Salesperson Orientation CD before the Seminar. This presentation my also be downloaded and viewed from www.TRAXsales.com

Section One… “The UpBoard” (30 Minutes) all salespeople and sales management should attend.

v Why TRAX is going to make you money

v The CRM Upboard basics and benefits

v The tools needed to get the unsold customer info

v Get the manual tickler files into the database

v Ctrl A report and how to use it

v Entering Old transactions, returns and repeat customer functions

v Overflow, changing the rotation and security of the system

Section Two…. “Customer Info and Mailing” Developing Long Term Relationships with your Customers and using the LAN on the sales floor. (30 Minutes) All Salespeople, and sales management should attend.

v Customer Info and Mailing, creating letters and developing lasting quality relationships with your customers.

v Viewing the UpBoard from any location and maintaining each salesperson’s personal customer database.

v Editing and individual password protection.

Sales Associates please hand in Questionnaire and Evaluation

Section Three…. “Reports” How to use all of this new information. (1 Hour) Sales Management, Advertising Buyer, CPA or accountant if possible, and most importantly the Owner should attend.

v The most important reports and how to use them

v Performance Summary and Performance Letter. It’s like hiring a six figure sales manager that does not take a day off

v Warranties, accessories, reorder and Average Sales Reports

v Goals and the Double Eagle advantage

v The most productive spiff contest you have ever heard of

v Cost per Opportunity and advertising analysis

Section Four: “Traffic TRAX” and Your Companies True Potential (45 Minutes) Sales Management and the Owner should attend

v Mail Man Factor and how to set it up

v Hourly Analysis

v Revenue Per Up and the benefits of this benchmarking

v Understanding and if you are understaffed, what does it cost and how do you get your staff to want to assist in staffing properly

v Comparisons between what the traffic says and what the salespeople enter into the Upboard

Section Five: “Maintenance” Insuring your system is customized properly for your company. (45 Minutes) Management should attend Owners attendance is optional.

v Maintenance features and functions

v Insuring your automatic back up is safe

v Goals, new employees, editing sales, auto printing and advertising

v Global networking

Managers please hand in Questionnaire and Evaluation

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Questionnaire and Evaluation of the Seminar

Please give us your comments, we need to know what you think about this management seminar and if there is anything that would make the TRAX program more efficient and effective for you.

Please Provide Your:

Name ___________________________________________________

Company ___________________________________________________

Email _____________@____________________________________

Telephone (__ __ __) __ __ __ - __ __ __ __

1. On a scale of one to 10, how would you rate this seminar? (10 being highest.)

1 2 3 4 5 6 7 8 9 10

2. What would you like to have seen that was not covered?

_______________________________________________________________________________

3. Was the information covered thoroughly and do you fully understand the program?

_______________________________________________________________________________

4. Have you viewed and signed off on the "Salesperson Orientation" CD? Yes No

5. Are you entering quality unsold customer leads and contacts into Trax? Yes No

6. How could we improve the seminar or the system in your opinion?

_______________________________________________________________________________

7. Which part of the Trax program did you like most?

_______________________________________________________________________________

8. Which part of the Trax program did you like least?

_______________________________________________________________________________

9. What else could we do to help you attain your goals?

_______________________________________________________________________________

Any additional comments from you about our system that we can post on our
web site would be deeply appreciated.

_______________________________________________________________________________

Do you know a dealer (not in your area) who would benefit from this Sales
Force Automation System and would you mind referring them to us?

Company____________________________Name__________________________Title________

Company____________________________Name__________________________Title________

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