Our Sales Assistant software follows the life cycle of a sales lead through creation, management, reporting, and completion. The application assists you with the creation and tracking of tasks and lead opportunities, tools for mass communication and updates, and reporting.
Each function can be customized to ensure that your team has what they need to meet and exceed sales quotas, all while running accurate reports for coaching demand generation teams
Our Sales Software allows a smooth transition from a lead in Sales Assistant to our Agreement Writer Software Application so that new contracts can be quickly signed by the member. You can also use our fitness business sales software to send emails to individual prospects or to groups of prospects.
Assigning Sales Leads
Every lead in Sales Assistant is assigned a sales lead or task in our fitness business sales software. By default, the user who is signed in to Motionsoft will be designated as the salesperson when opening Sales Assistant. Individual sales representatives will only see tasks and leads for the selected salesperson in Sales Assistant. However, the admin user or manager has group access rights and can see all leads and associated tasks.
If you need to change lead assignments, our software makes it simple. The “change” button can be used to change the assigned salesperson within our Sales Assistant Software.
Managing Sales Leads
The Leads tab is where prospects and leads are kept for your sales reps to access and organize as they see fit. Leads can be entered manually (prospective members) or pulled from Member Management (upsells). Leads entered as prospects are not members in the system. Non-member leads cannot be found in Member Management, Point of Sale, or Check-In.
Example workflow:
- Sales rep speaks with a potential new member who expresses interest in joining the club.
- The user enters the Lead tab and selects the New Lead option.
- The sales rep enters the Lead’s information into the new window. Required fields for the lead are dictated by the Opportunity Type. In this example, ‘New Member’ is selected for the Opportunity Type and the Prospect Membership Type is selected.
- With the lead saved, the user is now able to create tasks for the member (see above).
- Once the lead has had a tour of the facility and decides to join, the user can search and find the lead in the Lead screen and click View Lead.
- From the lead’s screen, the user can now select Send to Agreement Writer. This will send the demographic information to the Agreement Writer, allowing the user to quickly sign up the new member.
Building Sales Reports
You can build a sales report by completing the criteria section in the software. Completed criteria include Criteria, Operator, and Value which are highlighted below. When all three areas have been selected, the completed criteria can be added to the report by clicking the Plus (+) button.
Once added to the report, the criteria will be shown in the middle section of the screen.
An overview of each variable in building sales reports is outlined below:
Criteria – The Criteria dropdown contains a number of data points for both Leads and Tasks. These are used to limit what leads or tasks are included in the report. Examples include Entered Date, Source, and Salesperson.
Operator – The Operator section lets you enter how the value will be read. These include Equals, Greater Than, or Contains. Operators are context-sensitive and will change based on which criteria you select.
For example, Salesperson will not show the ‘Greater Than’ Operator.
Value – The Value section is where you can enter information for the criteria. As with the Operators section, the Value section is context-sensitive and will change depending on the criteria.
Example: When Entered Date is selected, the Value section will be a date picker. After criteria are chosen, a report can be saved to run in the future. Once the criteria are selected, click the SAVE button and name the report. To recall a report, click LOAD and choose the report name. Saved reports can be deleted from the load screen. When all of the desired criteria are selected, clicking Report or To File will generate a file download to allow the user to open a CSV file in Excel.
