The Success Planner implements a system that will have your sales force generating
their own qualified leads and closing more sales without depending solely on floor
traffic. The Sales Consultant Edition includes sections that will help manage your
list of prospects, plan your day, set your goals, and monitor progress towards those
goals. The Manager Edition includes an entire year's worth of training topics, an
inventory control system, monthly forecasting, and daily indicators to help you
make your plans become reality. The two editions work in conjunction to coordinate
a team effort.
Included In Sales Consultant Edition
Relationship Cards [ view ]
Carried by sales consultants take notes while building relationships with first
time customers.
Prospect Profile [ view ]
Filed alphabetically to record information on prospective buyers. Provides area
to record contacts made and results of contact.
Owner Profile [ view ]
Designed to be filed alphabetically to record information on delivered customers.
Provides efficient system for continual owner based follow-up.
Daily Activity Report [ view ]
Creates system where sales consultants generate their own traffic by organizing
15 opportunities to do business per day.
Goal Setting
Remove sales consultants from a 30-day mindset. Instead of sales consultants
focusing on the end of month goal for volume, the Success Planner reduces the goal to
a manageable number of daily contacts.
Performance Tracking
Works with goal setting to track progress throughout the course of the month. Performance
tracking keeps sales consultants on target and increases likelihood of success.
Coordination
Planners designed to work together to maximize productivity and accountability within
dealership.
|
Included In Manager Edition
Daily Training Topic [ view ]
Provides a daily training regimen for an entire year. Training topics lay out a time line
for concise fifteen-minute per day training sessions. Also includes additional training
handouts to assist in training efforts.
Performance Indicators [ view ]
Help managers stay on target for production. The planner will track information
such as volume, gross, ups per day, closing ratios, delivery ratios, and write-up
ratios.
Inventory Control [ view ]
System for managers to review inventory throughout the month. This system keeps
inventory fresh and reduces old age inventory.
Forecasting [ view ]
Managers create a monthly forecast based on volume and gross. This forecast is then
reduced to daily amounts so the forecast is manageable and easily attained.
Meeting Minders [ view ]
Pages designed to record conversations. The pages may then be filed alphabetically
according to topic, eliminating confusion. Best utilized in conjunction with Save-A-Deal
meetings.
Coordination
Planners designed to work together to maximize productivity and accountability within the
dealership.
|
|
Purchase your Success Planner, Sales Consultant or Sales Manager Edition. Click
here to purchase.
|