Welcome to the Team

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For most of us, we’ve started a new job and were handed an agenda for the first week in addition to a checklist for your first three months. The agenda usually includes items like:

  • Meet with HR
  • Meet with manager
  • Team meeting
  • Company history
  • Tour of office
  • Department training
  • Executive lunch
  • Intro to software applications
  • Meet with mentor

The 90 day checklist has goals or items like:

  • Product knowledge
  • Budget review
  • Set up on all applications
  • Compliance training
  • Department processes

For Sales

In addition to the points above, how do we prepare sales to do their job? In most cases, sales is taken through the standard onboarding, given a laptop with the appropriate software, shown where to find marketing material, emailed the forms to do business, and given them a list of accounts and leads.

How do they learn the process?

How do they know the words to say?

How do they know what’s worked before?

Our expectations lead us to giving them the tools and sending them off into the field to grow the business.

However, every company has a unique history of how they are using the current process and saying the right words to earn business and grow the business. How is that tribal knowledge transferred? What if they had a tool that shared this history and process with our new hire in the first week? Or maybe even before they started? And they could apply it to each conversation and start selling right out of the gate.

Curious in how TrackLeft can help? Contact us at sales@trackleft.com

 

We’re trying to build a company here. And it’s software. Both are tough.

Stay tuned.

 

Team TrackLeft

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Are we there yet?

We’ve all gotten in the car without directions, thinking we’d figure it out on our own. Sometimes it’s fun to wing it, or not. We make it there, it’s just the amount of time it takes that differs.

To plan a trip 15 years ago we would’ve used a triptik. For you young readers, ask your parents.

triptik1

Now we use a GPS with the help from an annoyingly calm voice that tells you when to turn, which also reduces the amount of profanity coming from your passenger because you missed a turn and now you’re on a turnpike going 35 miles in the wrong direction. Not every trip is as easy as driving up I-75.

Whether a triptik or GPS, someone else has done the work for you. Someone has told you where to turn, when. However, sometimes you have to go left to go forward. Sometimes you have to back track to be sure you get it right and reach your destination. At least you knew how to get there.

What if you had that sales road map every time you talked with a prospect or client? What if that road map told you which steps to take and which words to say? I think it’s fair to say that your rate of success would go up.

TrackLeft acts as that road map helping you reach your destination more consistently.

 

We’re trying to build a company here. And it’s software. Both are tough.

Stay tuned.

Team TrackLeft

Do you have a sales Trapper Keeper?

So in the spirit of Back to School season, we thought we’d talk about the Trapper Keeper.

Trapper Keeper

You know they still exist? And they’re back and better than ever. The next thing you know kids are going to be wearing back packs with one strap again and Girbaud, Z Cavaricci, and I.O.U are cool once more. Is this when I say, “I digress”?

For most of us (student or parent at the time), it was the binder where you kept everything for all classes or most.

Binder in the Cloud

Sales professionals are busy. The good ones are methodical about their routine, organized, and detailed as hell. Some of us struggle to stay 100% organized. By no means, was this just discovered. There are several markets that help the sales professional do well: CRM, sales enablement, sales acceleration, e-learning, business intelligence, sales intelligence, and some more.

It can be overwhelming for the sales leader, sales ops manager, or business owner to put the right tools in front of their team. There are so many flipping tools. And yes, we’re one of them.

However, here at TrackLeft we’re trying to bring back the simplicity and organization of the binder. And maybe even be that binder.

Whether it’s the notes you take during the sales bootcamp, weekly training, or a client meeting, you need a place for them to go. What’s your binder? What do you use for your “sales homework” before a meeting? Where do you keep the draft of that essay (the talk tracks, the 30 second commercial)?

T minus

Schools around the country are starting school over the coming weeks. As someone whose mother was a teacher and wife is a teacher, I know the chaos that is going to ensue.

So go find your binder (whatever that might be), try to get organized, and enjoy the ride because here we go again…it’s Back to School.

 

We’re trying to build a company here. And it’s software. Both are tough. And so is teaching…so say thank you to those that teach your kids or the kids of the next generation.

Stay tuned.

 

Team TrackLeft

The Prototype

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Hello.

Some share the opinion that a prototype is a must no matter how much funding exists. This view is simple, the prototype allows you to quickly present and get feedback.

Others share the view that it’s a waste of time. Why not build the real thing from the get-go?

For us, there was a blend of the two theories. Luckily, we ran with the prototype approach and we were able to utilize the prototype for the first version.

This is how we started.

Our First Pitches

To tell our story initially, we had a few slides and some wireframes.

Our vision of TrackLeft at the time:

TrackLeft believes that an organization’s CRM is not a sales process nor does it consistently drive a sales person’s success. TrackLeft seeks to be the tool that drives sales process repetition, data collection, sales team success, sales objectives, and business results.

The problems addressed:

  • CRM usage rates are low
  • CRM is not a sales process
  • CRM data collection is inconsistent
  • CRM does not increase win rates

The solution presented:

  • Tool is a sales acceleration and sales process management platform
  • Step by step configuration of sales process
  • Provides a personal sales coach perspective with talk tracks
  • Forces sales professional to capture data during sales call
  • Visibility for sales leadership and onboarding teams
  • Role play tool
  • Speeds up new hire onboarding

Today

TrackLeft today isn’t much different…I know, it was only four months ago

Our vision of TrackLeft today:

TrackLeft believes that an organization’s CRM is not a sales process nor does it consistently drive a sales person’s success. As a work-paced training platform, TrackLeft will allow the sales professional to learn or reinforce their dedicated sales process or methodology. TrackLeft seeks to be the tool that drives sales process repetition, data collection, sales team success, sales objectives, and business results.

The problems addressed:

  • Low win rates
  • Lengthy ROI (time or money) on sales process/methodology training
  • CRM is not a sales process
  • Clarity of whether sales process is being used
  • Client conversations still on paper
  • Time to onboard new hires with dedicated sales process
  • Physical playbook or notes that represent sales process and talk tracks

The solution presented:

  • Tool is a sales acceleration and sales process management platform
  • Step by step configuration of sales process to win more accounts
  • Quicker ROI on training
  • Ability to know if a process is being used by sales professional – easier to coach
  • Provides a personal sales coach perspective with talk tracks
  • Forces sales professional to capture data during sales call
  • Notes within each step – Visibility for sales leadership and client onboarding teams
  • Pre-call planning and Role play tool
  • Speeds up new hire onboarding – learning occurs on day one of talking to prospects

 

We’re trying to build a company here. And it’s software. Both are tough.

Stay tuned.

 

Team TrackLeft

What does TrackLeft mean?

Happy Monday.

For every new company, there is that moment when the founder/founders realize that they need a company name. The idea had reached a point in which calling it “our idea” wasn’t good enough for early clients or listeners. For us personally, we started to brainstorm with a few emails back and forth. We then asked our consultants (our wives because they’re smarter than us). The first few came from spelling things backwards, using translator tools, and thinking about key terms.

The first few were bad.

We then sat down for 30 minutes and created a list of industry terms. In that first sit down, we thought we had our name. We spent 3-4 days pitching it and buying the domain.

Apparently, it sucked and everyone was being nice because we were excited about it. I’ll later dedicate a post called “If we had stuck with…”.

It was a good exercise and through it came, TrackLeft. It was from a random thought and by accident, we had our name. Shortly after, we were checking for domain availability and working on a logo.

But what does it mean?Blog Post 2 v2

First, picture a sales process as a timeline. Now think back to a sales meeting or conversation when you were mad at yourself for missing a question or key point. In most cases, we keep moving forward instead of admitting that we screwed up or missed something.

What if we were to take a step back and revisit a point? What if we tracked left or started over with the prospect?  What if we had a road map and hadn’t screwed up in the first place?

Sometimes you need to TrackLeft to go forward.