TRAX Upboard CRM
Upboard Solution
Overview
Streamline your sale rotation and capture the data you need to be successful!
enhance salesperson responsiveness
Your sales team will know their exact order and will never question who's up next! Creating harmony on the sales floor and guaranteeing every customer is greeted and cared for.
Capture unsold customer information
The rotation requires the salesperson to capture key information about that customer and their visit.
track salesperson performance
Monitor each salesperson's daily, weekly, and monthly performance. With detailed sales reports that highlight closing ratios, customer information gathered, and the percentage they're above or below the store's goal.
Follow-Up tools
Salespeople will be able to text and email customers directly from the TraxSales dash. As an owner or manager you will be able to monitor these correspondence and make sure they're providing timely follow-ups.
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Meet Bob!
Frequently asked questions
Absolutely! Our system is designed to work perfectly whether you have 2 or even 50 salespeople! No matter the number of salespeople you have. It’s your responsibility to provide them with the tool needed to be successful!
Here’s a few:
- Their name, email, address, and phone number
- The marketing effort that brought them in
- The item or items they were interested in
We are going to blow you mind with what we have in store for you! Here’s a few for now:
- Their overall closing ratio and their closing ratio for each product category!
- The average time they spend with each customer
- The percentage of time they get a phone number or email address
Any retail store that has large ticket items, multiple sale people, commission based employees, or is having trouble getting unsold customer information
Not only is this the easiest and most impact up system on the market. When you become a client. You’ll be assigned a personal consultant who’s main job is to help you succeed with the solution!
Yes! I’m glad to asked! We guarantee a 15-25% increase in sales within the first 90-days or your money back!