A list of general FAQs for Salespath
Q: How long do audio recordings remain on the platform?
A: They currently remain indefinitely.
Q: What POS’ does Salespath integrate with?
A: Salespath works with DRB Site Watch, DRB Patheon, Washify, ICS, Micrologic, Sonny's, NXT, and eGenuity. If your POS is not listed here please reach out to us. Salespath POS connections are read-only.
Q: Can the presentation on the tablet be changed to other languages?
A: Yes! They’re jpeg rectangles so you can duplicate that into another language. You can have an interior & detail menu, have a screen reminding people about the event, etc. Super dynamic and can create any slide and make it jump to any other slide.
Q: Does it work over cell service or wifi?
A: Most use wifi but both can work.
Q: Can you use Salespath to collect cell phone data on retail transactions?
A: Yes, and this will feed back to Rinsed CRM. Click here for more.
Q: Is there a delay or is it real time?
A: Up to 10 minutes, but otherwise fairly real time. Can be as low as 3 minute depending on customer
Q: How do presentation updates work? (I.e. Changing pricing, changing wording, adding new presentations when new deals happen)
A: We create our standard design, however you can always create and edit presentations on your own. (Help Center Article on Editing Presentation)
Q: How do you adjust commission plans? (I.e. changing commission amount, items, Salespath points/package sold)
A: Help Center Article on Adjusting Commission Plans
Q: Are we able to configure multiple locations into the SP tablet?
A: By default, each tablet is configured to work with one dedicated location.
Dashboards and Data
Q: Why doesn’t Salespath data match what’s in the POS/Rinsed CRM?
A: Help Center Article on Data Metrics
Q: How does Salespath match the pitch to the member signup?
A: Matching algorithm – we look at the transaction, see if there was a presentation directly before it, and then match the transaction to the presentation. The salespeople need to be trained to close out the presentation, then transact to allow the algorithm to work. See How Does The Data Work?
Q: When there is someone in multiple lanes how do you match their presentation to the transaction?
A: You can be configured to be in single-lane mode or multi-lane mode. In single-lane mode you are saying that all presentations are being connected to one dedicated POS device. In multi-lane mode, the sales associate will be prompted to choose which lane they are on when they launch each presentation. In that mode they can also toggle to stay in a certain lane at which point they will not be prompted.
Q: How do you define eligible retail washes to determine the conversion rate?
A: We always exclude member visits and we typically exclude any zero-price washes like rewash, employee wash as well as prepaid or gift card redemptions. We are working on making this configurable.
Q: Are you accounting for re-sign-ups?
A: This depends on how the POS categorizes the sale.
Q: Is it possible to pull a report that shows the final status of points earned by employees toward rewards?
A: No, the closest thing we have is the status of anyone who has earned a marketplace reward.
Tablets
Q: Can customers use their own tablets?
A: Yes. Salespath is a web app, so any tablet with a web browser can be used. The difference when using the tablets we provide is that we lock them down so other apps cannot be added and maintain operating system updates automatically.
Q: Are the microphones that are recording the audio built into the tablets we provide?
A: Yes
User Permissions and Management
Q: Can a salesperson update their own password?
A: Not currently. This must be updated from the “User manager” view.
Q: Can someone with a Salesperson role listen to their own audio recordings?
A: No.
Commission Plans
Q: When an item is added to a commission plan, is it expected that points would be awarded retroactively, or are points only awarded for transactions that occurred after the commission plan was adjusted?
A: Points are awarded from the time of change forward. Commission dollars would be retroactive unless it’s part of a new title.
Q: Why would commission plans not be showing up on the tablets?
A: Commission works by us adding the line item description of everything the tenant wants to pay commission on (instructions here). Item description needs to be exactly as as it appears in the POS.
Marketplace and Rewards
Q: How can you add items to the Salespath marketplace?
A: Currently this is not self-service, so we can add items for you.
Q: How do rewards get fulfilled?
A: You will need to configure your TANGO account when you first go through implementation (instructions here). Once you do that, and fund your account, rewards will be fulfilled automatically and be sent to the user's personal email address that they have listed in the app.
Q: Why would a salesperson not have received their reward?
A: This could be because the TANGO account number is not listed in the location settings; it could be because there are no funds in the account; it could be because the user's email address is not in the system or invalid.
Wifi
Q: What’s the meaning of an “access point”?
A: “Access point” refers to a wireless access point for wifi connectivity. Tenants need to have strong wifi in the sales lanes in order for Salespath to work correctly.
Q: What should we do if we are having wifi issues?
A: We suggest getting a wifi extender or sim cards. See article on WIFI.