Our fitness business sales software Sales Assistant follows the life cycle of a sales lead through creation, management, reporting, and completion. The application assists with task creation and tracking, lead opportunities creation and tracking, tools for mass communication and updates as well as reporting.
Each function can be customized to ensure your sales users have what they need to hit their sales quotas successful all the while being able to run reports accurately for coaching demand generation teams.
Sales Software Tools
Our sales software includes tools that allow a sales lead to move leads from Sales Assistant directly into our Agreement Writer software application so that new contracts can be quickly signed by the member. Teams also use our fitness business sales software for sending emails to prospects individually or as a group so that your team can communicate with membership leads.
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 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. The admin user or manager has group access rights and can see all leads and associated tasks.
Need to change lead assignments? No problem. The change button can be used to change the assigned salesperson in Sales Assistant.
Managing Sales Leads
The leads tab is where prospects and leads are kept for sales reps to access and organize sales leads. 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.
- 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 lead’s information is entered 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).
- The lead has had a tour of the facility and wants to join. The user can search and find the lead in the lead screen, 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 to make them a true member.
Building Sales Reports
Fitness business sales software reports are built by adding completed criteria to the criteria section in the software. Completed criteria includes 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 show on 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 on the report. Examples include Entered Date, Source, and Salesperson.
Operator – The operator section lets the user 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 has been selected. For example, Salesperson will not show the ‘Greater Than’ operator.
Value – The value section is where information is entered for the criteria. Like the operators, 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 quickly 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 the desired criteria are selected, clicking Report or To File will generate and prompt a file download to allow the user to open a CSV file in Excel.