Frequently Asked Questions
HOW DOES THE FREE TEAM TRIAL WORK?
If you're an authorized dealership purchaser, you can order Daily Gameplan free for your entire sales team for one month OR get a leatherette binder free for each team member free: your choice BUT NOT BOTH. Limit 1 time per dealership. You are not required to order anything additional, but the subscription *month to month" starts and ships automatically unless you tell us through a phone call 888.330.6006 or email.
CAN A SALESPERSON ORDER AND GET A FREE MONTH?
Yes. Individual salespeople are welcome to order on their own, and can get their first month free, just like a store. The only difference is salesperson orders will be run on a credit or debit card on the first business day of the month.
HOW MUCH DO THE BUSINESS PLANNERS COST?
The monthly sales planners cost $15 each plus shipping. The shipping rate varies based on the quantities ordered. Single orders are $5. Quantities of 10 average $12.
HOW MUCH DOES THE CRM COST?
Dealer Lead Track CRM is also available on a free trial month. After the trial month, the cost is $95 per month for a single sales professional, and $150 per month for up to ten team members within one dealership.
WHAT IS THE SUBSCRIPTION CONTRACT LENGTH?
There are no contracts for either the sales planners or the CRM. We operate on a month-to-month subscription, meaning that you can adjust or cancel your order at any time without a problem.
DOES THE CRM WORK FOR FURNITURE AND RELATED SHOWROOMS?
Dealer Lead Track, at this time, is setup for all automative and related industries. It is not setup for furniture stores.
HOW DO I ADJUST OR CANCEL MY SUBSCRIPTION?
To adjust or cancel, call at 888-330-6006 or send an email and we'll take care of the rest. Please note that in order to halt the next month's shipment of customized sales planners, we must be contacted no later than the 15th of the current month.
WHY DO I NEED A PLANNER WHEN I ALREADY HAVE A CRM?
Your CRM is only as good as the information that goes into it. Daily Gameplan makes it easy to gather the right information from every UP - not just the ones that make it to the desk. Everything you need is always at your fingertips - customer info, daily agenda, goals, sales, commissions, etc. - so you stay focused and productive at all times.
ARE THERE ANY DISCOUNTS?
Yes. We offer discounts to stores or individuals that prepay for six months or one year. If you order 5 months, you'll get the sixth month free. if you order 10 months, you'll get the 11th, and 12th month free and a leatherette binder.
WHAT'S THE DIFFERENCE BETWEEN THE SALESPERSON AND THE MANAGER PLANNERS?
The Daily Gameplan planner helps salespeople chart daily activities, track customers and prospects, and keep an eye on forecasts and goals. The Coach's Playbook tracks teams production, showroom and internet traffic, and department goals and production. Most managers who still sell occasionally still use the salesperson planner because it contains client files, and the manager's planner focuses on team production.
IS THERE A REFERRAL PROGRAM?
Refer a friend or sister store and get a free month. Limit 1 free planner for planner order referred.