Subscribing to and using the Automate Your Sales Team system is simple. Here are the steps:
1. Complete an order form for each user.
Obviously, you should use the "First User" order form only
once. For all additional users, use the "Additional User"
order form. Once we get your order, we'll email an
enrollment form to each user. The "First User" will also
receive some additional materials.
2. Submit by mail an enrollment form for each user within
your company (contact information, selected account
password, and scanable signature). If you want to merge an
image into your correspondence (e.g., sales person's
photo), submit a digital version by email.
3. Using the MS Word tools we'll send you, create color
and/or black & white company templates for the
correspondence you plan to you use (e.g., letterhead,
attachments, envelopes, postcards, newsletters, faxes,
emails).
4. Using these templates, develop initial correspondence
(e.g., sales letters, postcards, attachments) and campaign
sequencing and submit them by email for us to upload to the
system. If stock items (brochures, promotional items) are
included in any of your mailings, send them to us so we can
place them in inventory.
5. Log on using your email address and password.
6. Begin manually entering contacts on the "new lead"
screen and/or submit by email digital contact files for us
to upload to the system (each user only has access to his
or her own contact database).
7. Use the system to access information on all your
contacts, manage your mail, fax and email correspondence,
automate your lead generation and customer follow-up
efforts, and track the success of your marketing activities
(via the many reports available, with more being added all
the time).
Each user can manage their own database, share the
management of their database with a customer service person
within their company dedicated to the same set of accounts,
or share the management of their database with a central
administrative marketing person who can launch company-wide
campaigns by accessing all user accounts.
8. Decide how you want to set up management reporting so
that key people receive (by email) periodic reports on
new-lead entry and campaign ordering for ALL users of the
system.
Then, over time, you can add users by repeating Step #1,
add correspondence by repeating Step #4, and add contacts
by repeating Step #6.
For direct mail projects, we'll work with you to finalize
all components of the project and then list the project as
one of your campaign selections. You can then use the
system to launch and manage the project (e.g., create
custom contact list using your selection criteria, choose
the direct mail project from the campaign list and place
order, track campaign success). Direct mail projects can be
multi-step and consist of a variety of components ñ and,
once launched, will be fulfilled in the set sequence-timing
with no further intervention by you. Direct response
marketing has NEVER been easier.
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