713-466-7177 Upboard Training Page Learn More With Our Upboard Video Training Series How To Run a Successful Private Sale A Safer & More Effective Communication Option Visual Proof & UpBoard Dealer And Showroom Setup Form Text Suggestions for Salespeople Dealer Questionnaire (please tell us how you feel and how we can improve TraxSales for you!) FOR SALES ASSOCIATES: 1. Basic Usage, Entering Opportunities – Video 1 (13 Minutes) 2. Be-Backs/Personal Trade Video (7 mins) 3. Introducing TraxSales UpBoard To Your Salespeople 4. Setup Sales Team UpBoard CRM Basics 5. Import From POS Training Doc 6. Information Gathering Efficiency *IGE 6a. Next Item Needed “NIN” 7. Daily To-Do List MANAGEMENT: 8. New TraxSales UpBoard Upgrade for Customer Details and Email Module 9. Manager Training how to edit Visual Proof Pictures 10. VP Training Page 11. Upboard Setup Management Basics – Doc 2 12. Have A Question? Use Traxsales Audio Training By Dave Mink. It’s Easy Listening, Even While Driving. Try It Now! 13. Room Design Profile Template – Customize and print, front and back – Doc 4 14. TRAX Management Checklist – Doc 5 15. Motivating Your Sales Team – Video 2 (4 Minutes) 16. CRM Additional features Video 4 (17 Minutes) 17. Salesperson Agreement – Doc 6 18. Managers Users Guide for Online UpBoard System 19. Goal Reports 20. Trax Weekly Goal Spiff Contest 21. Store Management UpBoard Import from POS and Visual Proof Introduction 22. Red is not good! If you see red on your traffic analysis page click it and fix it! OWNERSHIP: 23. How to Use BABTA “Below Average Brought to Average” analytics to improve sales and profits on every sales floor immediately! 24. NOW YOU CAN HOLD YOUR ADVERTISERS ACCOUNTABLE FOR POOR PERFORMANCE and ‘receive make goods’ when your advertisers screw up! 25. Secret that the top Home Furnishings salespeople do not want anyone to know – Doc 8 26. Overview of benefits of the UpBoard – Doc 9 27. Import from POS procedures. 28. Visual Proof v2 for new clients. 29. Why TraxSales can fail without the owner spending 3-5 minutes each week using BABTA and IGE reporting. 30. TraxSales: Making Your Opportunities Count! How to Increase Sales by 15-25%! We also have a 5% referral fee. If you send us a new client, I will send you a check! Greeter Setup Training Page Greeter Q Video For Wireless Greeter Q Wireless Presentation Greeter Q Video For Jewelers Greeter Q Jewelers Presentation Dave’s Visual Proof Presentation Dave’s UpBoard Presentation UpBoard Instructions in Spanish by Abner Muniz "If you can't track it, then you can't manage it" REQUEST A DEMO Products People Counter UpBoard CRM Real-Time Occupancy Door Chime About Testimonials Blog Refer a Friend Testimonial Form Contact Sales@TraxSales.com Support@TraxSales.com Office: 713-466-7177 © 1996-2021 Mink, Inc. All Rights reserved | Useful tools | privacy & terms of use * *