PSX Video Tutorials
PSX Video Tutorials
Introduction to the customer account sales trend metrics tracked on the at-a-glance PSX login dashboard, plus best practices for customizing PSX sales activity reports' automatic alerts.
Demonstration of how your sales staff can use PSX active clients sales details and account segmenting tools to quickly and easily target your accounts needing the most immediate attention.
Examples of PSX customizable filtering, sorting, and grouping of customer purchase behaviors which provide you the insight needed to turn a customer visit into a dynamic sales presentation.
Best Practices for utilizing PSX CRM to coordinate your communication with both current accounts and prospects, as well as to manage staff progress through the stages of your sales process.
A quick look at the common automated reports showing sales trends, order trends, and CRM Activity. These reports can be customized by type of wholesale account, OEM brand, account rep, and much more.
How to utilize the customer relationship management feature for more efficient and effective streamline communication between managers and sales reps.
A simple way to have customer information quickly and easily downloaded to Excel for math formulas, mailing lists, and emailing lists. This can also be used for downloading sold parts data for analyzing and comparing.
All the ways you can filter your entire database of customers down to just a few by using several different criteria (distance, gross profit, return rate, sales, etc.) and then sort them for easier viewing.
A systematic approach to generating new customers for your wholesale business. Shown are examples of entering new prospects, working prospects through stages, automatic follow-up reports showing progress, and notifications when converting prospects to customers.
How to setup initial preferences of rating your customers by certain criteria (sales volume, gross profit, return rate, distance). This one-time setup can then be used for quicker filtering and more precise targeting.
How to segment a group of your customers to better aim your products and services to.