Sales Management
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Request Forms and Resource Links
The following request forms are designed to make all our lives a little easier and more efficient. Please take the time to complete them thoroughly prior to verbal requests.
Administration
Daily Time Planner
Weekly Planner
Payworks (Pay Stubs, Time Off Request & Tax Forms)
Sales Training
Sales Presentation Report Card (for improving you presentation performance)
Appointment Setting Feedback (for improving appointment setting performance)
Add-On Review Test (for reviewing Add-On knowledge)
Sign Up for Solution Training
Support and Resources
GoFleet Support Portal
- For Creating New Support Tickets
GoFleet Presentations and Resources
- For Accessing GoFleet Presentations, Training and Files
Geotab HelpDesk and Resources
- For Accessing Geotab Presentations, Training and Files
Business Development
Zenduit Project Request (for Software/Integration)
Customer Surveys
Annual Customer Feedback Survey
- Annual Customer Review
Initial Sales Presentation Survey
- New Opportunity Needs Assessment
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