Introduction to Salespath for:
Onboarding Teams
First, on behalf of everyone at Ignite Wash, we want to sincerely thank you for the opportunity to be part of your success. We are confident Salespath is going to be a valuable tool that gives you a whole new level of performance and sales empowerment.
Second, we want to guide you through what the next steps are as we begin implementation.
Your Tasks:
Complete the onboarding document
The first thing we will need is your onboarding doc filled out (the one we emailed you). The two most important pieces of information we need upfront are POS credentials and an understanding of your wash menu and whatever offer you will be using.
As soon as we receive this document we will reach out to schedule an onboarding call to review your info.
Confirm you have strong WIFI in sales area
Your Salespath tablets will need consistent wifi in your pay station or sales area. If you have not yet installed outdoor wireless access points for this area, we recommend installing now. See our Networking Guide page.
Let your team know what’s coming
We have created two introduction webpages for new clients: one for your managers and management team, and one for your sales team.
A Look Ahead:
Platform Overview Videos
The Management Portal
The management portal is a web-based reporting tool where management teams can view sales associate and location sales performance in real time. You can access this from any computer or mobile device. You can see things like:
- Live conversion rate by company, location and sales associate
- Engagement rate showing what percentage of customers are receiving a presentation
- Coverage rates showing if you are missing customers due to coverage issues.
- Other performance reports
CoachBot & The Message Center
On the sales associate dashboard they will find the Message Center. This is a chat feed where they can receive and send messages. CoachBot is the automated coach who will send them messages from time to time. This includes messages congratulating them on hitting sales achievements as well as gentle nudges when there are missed opportunities. We have human coaches connected to these threads so we can also reach out in a very tailored way.
Points & Marketplace Rewards
It is pivotal that sales teams feel motivated both extrinsically and intrinsically. That’s why we give sales associates points for every membership sold as well as anything else you choose like top retail packages, etc. You choose how fast sales associates accrue points and also how many points are required to get rewards. They can then choose rewards that will get emailed to them in the form of digital gift cards. This is built on a digital gift card account that you will fund and we will draw from as we automatically fulfill reward orders.
What Happens Next?
We are currently setting up your Salespath system. Here is what happens next: