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InTouch Sales Tracker

Centralize and Organize Leads with the InTouch Sales Tracker

IST_AddLeads Front staff can quickly enter phone-in leads directly into the InTouch Sales Tracker and you will never have another lead die on a post-it note. As soon as leads are entered they become available to the sales staff on their Sales Dashboard (see below).

The front staff can allocate leads directly to sales staff using whatever system your club alread has in place. If someone gets assigned to the wrong sales person then a manager can always use our bulk transfer feature to redistribute leads.

Whether you are adding one lead or multiple leads from a lead box the InTouch Sales Tracker will minimize the time between when you become aware of a lead and a sales person calls the lead.

You can enter a lead into the system with only a name and lead source.

Sales Dashboard

The sales dashboard lets the sales person know at a glance exactly what he needs to do today. This enables busy sales staff to manage their time and be aware of all the activities that they need to do today.

Sales Dashboard

Personalize the Experience for Each Prospect

IST_LeadHistory Once you quickly sort leads and make calls to high priority leads right away. You know the drill, contact the lead, book an appointment, and make the sale. However when you are dealing with hundreds of leads, how to you keep track of everyone?

With the InTouch Sales Tracker you will be able to quickly find leads and review their history on every interaction, whether it is a phone call or the sales tour.


Book Orientations for Inexperienced New Members

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Most new members quit before they start using your club on a regular basis. Getting inexperienced members into the club and using your facilities greatly increases the chance that they will use the club and not quit. You've already invested time and money in converting the lead into a member, why not book an orientation and increase your member retention rate?

The InTouch Sales Tracker allows you to ask a series of questions of any new member during the sales process which will help you to establish if they are inexperienced or not. These questions can be tailored to your club and help you to establish if a new member is inexperienced or not. The questionnaire is scored using your criteria and if the members score below a threshould then they will require an orientation; N.B. you can always set the threshold so that orientations are always optional.

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Track Your Results

The InTouch Sales Portal gives you several tools to stay on top of your sales pipeline:

  • Daily report to manager's PDA to help identify sales issues immediately (See InTOUCH Communications Server)
  • Sales reports to compare performance over different periods
  • Lead source report to determine effectiveness of marketing campaigns

Sales Reports

Sales reports that compare performance over different periods of time will be used by manages to adjust the sales process over time. This allows managers to track progress and determine if additional training or marketing promotions are required. Here is a sample of a 6 week report:



Determine Effective Lead Sources

LeadSourceReportYou are spending money on advertising, do you know which lead sources are the most effective?  Use the Lead Source Report to trace members back to lead sources to discover which lead sources work and which ones don't.

The InTouch Sales Tracker allows you to set-up your own list of lead sources so that you can determine which lead sources are most effective.











Redistribute Leads

All clubs experience resource issues while running your club. Some problems are related to permanent or temporary staffing issues when sales staff leave or simply have an unplanned emergency. Sometimes an unequal work load needs to be reallocated among sales staff. Managers can easily transfer appointments and calls between sales staff as necessary no matter what problems come up.