Call us: 480.426.9955


Related Topics


WayPoint Analytics and the Track Selling Institute will soon offer a dual-track training event exclusively for WayPoint users.

Track 1: WayPoint Power Users (2 days)

Come for two-days to receive in depth training and insights from our foremost experts: WayPoint Analytics’ founder, Randy Maclean and our Director of Finance & Client Services, Kim Ramirez.

Bring your laptops, you’ll dive into your own numbers and come back with insights to apply the very next week.

TRACK 1, Day 1

WayPoint has recently introduced a new costing engine which offers you powerful allocation possibilities. This hands-on training will enable you to get certified to make changes to your settings and rules, to better reflect your changing business. Learn how to operate and control costing to make the best company decisions in driving profits to your bottom line.

Some of the topics that will be covered:

  • GL export: How to reduce your workload
  • Cost assignment to selection nodes & cost systems
  • Credentialing
  • The impact of frequent updates: partnership negotiation with an edge
  • Custom reports

At the end of this training, attendees will be certified to take over the cost allocation for their own company in WayPoint. This will enable you to explore scenarios when assigning costs and in conjunction with our latest system upgrade, will allow for timely updates.

TRACK 1, Day 2

WayPoint offers a multitude of turnkey reports, making advanced analytics accessible to all distributors. This one-day session is designed to take it to the next level and coach you on using WayPoint to come up with profit strategies. Attendees will learn the best reporting practices to root out money-losing transactions and create new opportunities using your existing strengths.

Some of the topics that will be covered:

  • How to craft profit strategies using WayPoint
  • Maximizing Operating Cash
  • Putting a value on your unadvertised services
  • Identifiing your existing niche of profitable expertise
  • Managing your relationship both with vendors and customers
  • Sales Compensation

This hands-on training is designed for Profit Specialists, CFO, COO and Presidents.

Registration will open this Fall.

Track 2: Sales Training (3-day class)

Presented in conjunction with the

Sales executives and Account Managers will take part in a comprehensive training aimed at winning new customers and building better relationships with existing ones. Sales executives using WayPoint have unique insights. This training will enable you to enhance your professional selling skills and act on that information and create new revenue streams for your company.

Some of the topics that will be covered:

  • Needs assessment: Understanding your prospect’s unique situation.
  • Introducing key aspects of the WayPoint advantage to sales organizations.
  • Examination of the Five Buying Decisions that must be made by a customer, followed by an examination of the techniques that a salesperson can use to prompt each decision to be made.
  • Understanding the prospect’s logistical needs means more profitable (NBC) sales.
  • Why do business with your company?
  • How to close Sales and overcome objections.
  • How to keep the sale sold: Prevent buyer’s remorse.
  • Developing a Sales Plan and Track Dialogue for a real-world prospect

The Sales Training will be conducted by Ron Holm, a true Sales Coach and longtime WayPoint partner.

For a detailed outline of the Sales Training, click here.

Registration will open in Fall 2021.

The training is hosted at the Hilton Garden Inn, Old Town Scottsdale

7324 East Indian School Road, Scottsdale, Arizona, 85251, USA

Please note that breakfast, lunch and snacks are included in your training fee.