Features

Manager Features

All great sales managers want to recruit and coach the best. We have provided management features that will help you by providing a process, PASS™, a simple coachable format, useful reports, and the ability to focus on team progress and celebration.

PASS Process™

The greatest sales managers coach people within three process areas: goal achievement planning, activity management, and face-to-face interactions with prospects. For activity management, we provide you with PASS™ - Prospects, Activities, Sales-in-Progress (quotes), and Sales. Everyone will understand and talk the same talk – and you can focus on the process not the person.

Coaching Format with Goal Setting

A sales funnel – in four stages … prospects, appointments, sales-in-progress, sales … leads to coaching activity areas to reach income goals. Income goals based on sales goals. Coach from reports and discuss a variety of topics or next actions to do for a particular prospect. Use the site to teach the activity level necessary for results.

Team and Individual Focus for Celebration

Make one-on-one meetings or sales meetings productive and celebratory. Point out specific progress that individuals have made. Celebrate team progress toward monthly goals. Use the forecast to spur productivity or to high-five teammates. Use one-on-one sessions to coach improvement and give encouragement. Do them face-to-face or via conference call. Both prove productive.