GuestTrek is a user-friendly, cost efficient system that allows your dealership to increase sales by capitalizing on the period when your sales team has the greatest opportunity to make a sale: the time the guest is physically at your dealership.

GuestTrek is Web-based and designed to assist your sales team to establish and follow a verifiable optimal sale flow process. GuestTrek has developed a unique CRM customer follow-up for the guest who leaves the dealership without purchasing a vehicle.

GuestTrek's Optimal Sales Flow Management system with its robust customizable CRM features, will ensure your dealership's sales and follow-up processes are executed.

A Deal happens any time you attend to a customer, whether they're new to your business or a loyal patron.

Each Deal can have one or more Workflow, which is the work done by you, the consultant, to close the Deal.

A Guest is a customer who comes to your business. They may be physically present, or possibly contacting you by the phone or through Internet channels like email.

A Prospect is someone who has visited your business in the past. They may or may not have made a purchase, but you want to stay in touch with them to let them know you're still interested in assisting them.

When you get a new Guest, you can add a new Deal to assist you and track your progress. To create a new Deal, click the plus sign in the top bar.

From there, you'll see a form to enter the Guest's details. Enter any of these fields, and you'll have a new Deal. You can then add more information as you gather it.

Management by Strength (MBS) is a simple and effective way for you to identify the best communication strategies during your Deal.

By understanding what type of MBS Profile your Guest has, you'll be able to tailor your interaction to their personality and avoid misunderstandings.

You may need a little time with your Guest to figure out which MBS Profile best fits them, but once you've estimated that, GuestTrek will give you advice on how best to approach your Deal toward the optimal outcome.

Once a Deal is created, it will show up in your My Guests section (click the people icon in the top bar to access this). From here, you can click their name to view their Deal. Then you can edit whatever fields you need to change.

When your Guest has made a decision to move on to the next step, view the Current Workflow of the Deal. Here, you'll see suggestions on how to achieve the optimal outcome.

To move to the next step, click the "Actual Outcome" arrow, then choose the "Outcome" that best describes the Guest's decision. Then click "Next Step."

You can change your Availability by clicking the icon at the top left of the page. Then select the appropriate Availability (Available, On Hold, Unavailable, Willing).

The Salesboard shows all the current Deals for all consultants and how long they've been in each step of their current Workflow. If a Deal starts to "age," the Deal will begin to flash, letting the Sales Manager know you may need assistance with the Guest.

To access the Salesboard, click the menu icon at the top right and select "Salesboard."

The "My Goals" page is a report of your performance. From here, you can see how effective you've been on each step of various Workflows, so you can know where your strengths lie and where you can seek improvement.

You can also break down the report by MBS Profile, so you can see what personalities you work best with, and which ones may need extra care.

To access "My Goals" click the graph icon in the top bar.

Your Appointments are Deals where the Guest/Prospect has decided to return at a later time. They might have come into your business and left before the Deal was done, or you might have spoken to them over the phone or Internet about coming in.

Whatever the case, you'll see your upcoming Appointments at the bottom of the My Deals page. You can also see all your Appointments in the Prospects view.

If you need to add or change an Appointment time, you can do this in the Current Workflow tab of the Deal.