Frequently Asked Questions for ASP SaleSource

Please review our list of FAQs, but if there's a question you have that is not answered below,
please feel free to give Automated Sales Process (ASP) a call at: (888) 755-5554.

 
Producers/Salespeople:
FAQsStrategies

Q.
  Doesn’t my agency management system do this? What about ACT, Goldmine and other contact managers?
 
A.
  The reason SaleSource is so effective is that we took a total approach to the marketing problems most people have. You don’t have the time produce a marketing plan (minimum 300 hours), get leads, update actions manually on a daily basis, manage a sales force, and hire new people. SaleSource can handle up to ten producers in about a half an hour a day. SaleSource is a turnkey system.
 
 
Q.
  Who else is using SaleSource?
 
A.
  All types of companies. From several one person insurance agencies to some of the largest agencies in the business are benefitting from utilizing SaleSource.
 
 
Q.
  What is the cost of the system?
 
A.
 

Retail price for SaleSource version 1.1 is $2,495.00 which includes: Installation, training during installation, custom database, a set of leads and 12 months of support. Group Discounts are available .

 
 
Q.
  Does SaleSource run on a network?
 
A.
  Yes and No. This version is a clientserver application and will run on a network, but without file and record locking. It is best put on one computer and managed by one person. This gives you management control of all marketing & sales operations.
 
 
Q.
  What do I do about leads?
 
A.
  We provide a few hundred of your choice to start you out. Plus, you can get your lists, or download names from your Agency Management System, ACT, Goldmine etc. Yes, we will help you.
 
 
Q.
  Can I use my telemarketer with your program?
 
A.
  Yes, Telemarketers tell us the number one thing that SaleSource does for them is name recognition. Nothing is better when calling someone than to have them take the call because they know who you are. Another reason is that the telemarker is much more organized and has a process to follow.
From an agency owners point of view if you ever lose your telemarketer and you have SaleSource, you can continue with a new one without losing the work in process. Should this ever happen to you, the savings in time and the benefit of ongoing consistent contact system will pay for SaleSource many times over.
 
 
Q.
  How much time will it take on a daily basis to run your system?
 
A.
  It all depends on the number of letters and producers. We have one agency with 10 producers and about 2 new prospects per day and it takes about 30 minutes a day. This is after the operator is proficient in updating the contacts. In any event, the savings in time over other systems is 80% to 90%.
 
 

Which Strategy Do I Use When.....

....I have called the prospect several times and they don’t return my call?
  Check the box next to Change Strategy and write in No Contact. The system will then be updated to the No Contact Strategy. Then the next time the Daily Process is run a No Contact letter will be sent out and in 4 business days you will receive another Action Worksheet to call again.
 
  .... I want to get back to a prospect 2 or more months prior to a contract/expiration date in the future, what do I do?
 

Indicate on the Action Work sheet, the Number of months prior to the time you want to get back to the prospect. For example, if you want to get back to a prospect 2-3 monts prior to an ex-date 8 months in the future. You would choose a 5 or 6 Month Automatic Contact. There are 2 thru 12 Month Automatic Contact (WAIT) Strategies. Circle the number of months or write in the 7, 8, 10 or 11.

The same is true if you want to get to an ex-date in the future of a previously quoted prospect that you know, and they know you. You would then use the appropriate 2 thru 12 month Ex-Date Strategy. Check the box next to Change Strategy and write in Ex-Date. Then, Circle the number of months or write in the 7, 8, 10 or 11.

   
  .... I want to get back at a date certain in the future, with a letter going out now and with or without a wake-up letter prior to the call date?
  There are 4 strategies that might be appropriate for this situation, depending on the circumstances.

1.

Appt Thanks/Call at Contact/X-date
Appt thanks/call at x-date letter goes out when the next Run Daily Process is run.
At the designated date (You Designate) the Renewal Soon/Will Call You letter goes out and Call for Right to Quote goes to the salesperson.

2.

Appt Thanks/Call in future
Appt Thanks/Call in Future letter goes out when the next Run Daily Process is run. At the designated date (You Designate) the Call for Right to Quote goes to the salesperson.

3.

Appt Thanks/Submission
Appt Thanks/Call in Future letter goes out when the next Run Daily Process is run. At the designated date (You Designate) the Call for Right to Quote goes to the salesperson.

4.

Call back later Go to Sleep/Will Call Later letter goes out when the next Run Daily Process is run.
At the designated date (You Designate) the Wake Up/Will Call Soon letter goes out and a Call for Appointment goes to the salesperson.

© 2007 Automated Selling Process, LLC • 11400 W. Blue Mound Road, Milwaukee, WI 53226 • 414-258-5996 • 888-755-5554

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