Answers

What are the differences in your systems?

The core functionality of all Opportunity Builders is the same. Our goal is to replace, what is traditionally, an exceedingly complex undertaking with a highly sophisticated, user friendly automated system and offer you only options relative to the prospect's marketing stage. Using sophisticated technology, SALESPRO keeps your name in front of the prospect throughout the buying cycle.

What are my communication options?

SALESPRO provides a flexible delivery platform, allowing for letter, email, or fax communications.

Do I have to create an elaborate plan?

Unlike any other drip or nurture marketing systems, because SALESPRO is totally turnkey, a structured in not required, you have no communications to produce, and no strategies to build. What are the differences in your systems?

What exactly do you mean by turnkey?

We know, as former insurance sales professionals, freeing your time is the most cost-effective way to increase revenues and profits. That is why our professionals invested hundreds of hours to painstakingly draft formats, scrutinize every possible next step response, and strategically connect multiple events together to form every possible strategy required to personalize communications.

How much time is required to get started?

Implementation can take as little as three business days or, as much time as you want depending upon the scope of your customizations. RSP staff guides you through a few basic requirements, such as; ordering new leads courteous of RSP, cherry-pick your new leads and returning them to RSP with your existing leads. Give RSP a few days, and the system does the rest. Within days, SALESPRO systematically activates pre-designed campaigns that begin to expose hundreds of pre-identified new and former prospects and selected centers of influences to your name, your agency and your value, all with unprecedented ease.

What if I work primarily on referrals only?

While it is a proven fact that referred leads have a higher close ratio, not all prospects are ready to close after your first communication. This is also true of any other prospect, your market may be blocked or you propose but not win the account. In either situation, you need a method to continue nurturing the relationship.

How would I work a specific niche market?

While SALESPRO is fully built and ready to launch, our time-tested implementation process allows you to decide if you want to launch using the system's default design or, customize a little or a lot to suit your needs. Nearly every component in the system is customizable.

Are the letters the same year after year?

SALESPRO's advanced web-based, auto-pilot design, gives you ability to systematically bring your individual message to hundreds of prospects at the same time, regardless to where they are in the buying decision. With its five full years of prospect nurturing communication, three full years of client retention communication and an complete campaign devoted to referral developments, today's "no" can be turned into tomorrows "yes" I want to view history before calling, can you help me?

Think of the contact record like a file folder that contains everything you collect through the marketing process for each prospect. Within the contact record, each user may create an unlimited number of custom data fields to store valuable bits of information and, easily attach documents within the record for quick reference in the future. All system activity, data changes, notes and communication archive are available easily and quickly.

Why SALESPRO over ACT or Goldmine?

Contact Management Systems such as ACT, Goldmine, or other contact info depositories allow you to track information about prospects. These inexpensive systems target the individual user and they’re reactive – that is, these systems can only perform when you tell them what to do and when to do it. What’s more, this only happens after you or an outsourced person manually scripts all communication and loads each one into the system. These systems are certainly better than having nothing; however, they’re entirely dependent upon your discipline and labor.

How does SALESPRO compare to a CRM?

Customer Relationship Management Systems (CRM) manage all customer interactions, whether it’s sales or service related. The central focus of a CRM is to enhance customer loyalty and retention. Today, however, most CRMs have limited sales and marketing functionality.

SalesForce Automation Systems (SFA): SalesForce is an advanced CRM, capable of tracking deals and opportunities and analyzing and forecasting leads and sales within the pipeline. Add-ons are available to manage and track campaigns – from lead capture to close – however, communications must be manually entered before they are sent. SFA software is also known to aid in tracking and processing orders, contact management, information sharing, and inventory monitoring, control, and employee performance evaluation.

But again, CRMs are 50% reactive and 50% automated, requiring the user to create communications and set up campaigns. SALESPRO, on the other hand, is not reactive, and unlike other software, you don’t have to develop or manage the entire process. SALESPRO is insurance specific and launch-ready. Its exclusive proactive design efficiently manages the normally, unwieldy task of building long-term, long-lasting relationships with thousands of prospects for an unlimited number of producers looking to write new business – all at the press of a button. Just think: While you service clients, prepare a proposal, or go on vacation, SALESPRO diligently works on your behalf to communicate your value and demonstrate your professionalism, building trust with new prospects your carriers like to write. At the same time, SALESPRO pays special care to past relationships, previously proposed prospects, referred leads, and inactive clients, ensuring that no one goes without attention.

Is SALESPRO only for new leads?

No, SALESPRO nurtures relationships with cold suspects, x-dated prospects, prospects you have had a past relationship with; those you proposed but did not win; former clients, those you just met or referrals. Depending upon the contact type, you will begin the relationship using an introductory message; warm-up communication geared at obtaining a decision date; why did you leave message; it was good to meet you at message; or, you have been referred by communication. Once you launch communications, you will have five full years of rapport building communications; communications to address all of your appointment needs. To maintain momentum when you can not reach your prospect – SALESPRO is designed with several call back strategies and communication through presenting a proposal. What was once a "feast or famine" pipeline, quickly becomes increasingly interested qualified prospects.

Special campaigns are also available to communicate with centers of influence. If you have been in the business for any length of time, you have experienced the easy of doing business with a referred lead. SALESPRO gives you a structured campaign to help you ask your centers of influence for referrals. The key is to develop "reciprocal" relationships with between 10 to 12 "core" influencers by taking them to lunch regularly, and send referrals their way. By stirring this stream of prospects, you will see profitable returns, but you must reciprocate. These relationships require the same relational connection as your prospects and client advocates.

Will SALESPRO help to retain clients?

To offset new business acquisition costs, attention to promoting and maintaining strong client relationships is given. Retention is essential if you want to enjoy a stable revenue base. Happy clients are extremely receptive to referral you to friends and family. SALESPRO has included three years of client retention communications to solidify those valuable relationships and lock out the competition. Renewal reminders are set well in advance affording you the opportunity to approach your clients proactively about renewal issues or reviews. Because this communication is automated, busy producers will not worry about clients falling through the cracks while they pursue new business.

SALESPRO also helps you develop Client Advocates. We know that the demands of your time can turn you away from doing the little things to "WOW" your best clients. Here's a bit of food for thought - if you identify your best 20 clients and implement a strategy to exceed their service and relational expectations, you will create a valuable group of Advocates for your business. Advocates are those who sing your praise and become a valuable source of referrals.

Do I need to use all of the campaigns? It is necessary to note that a successful campaign is never achieved in just a few months. The key to success in campaigns, is relationship building, so, it is necessary to understand that immediate results, while they do occur, are the exception rather than the rule. Relationship building in sales, or nurturing prospects is not a new idea; its common sense, just not common practiced. While sales professionals and business development teams often know what it takes to make a campaign successful, doing it consistently, methodically, and conscientiously is another matter altogether. That is why a high-tech tool makes the methods possible.

How do I manage everything going on?

SALESPRO's powerful design automates and streamlines your entire sales and retention process like nothing else in the market. Daily activities are organized and call or action prompts are delivered via email when human intervention is required. All communications are batched into a .pdf file for mailing or, system-sent via email.

What if I’m not computer savvy?

SALESPRO is user-friendly and highly intuitive. From the initial import, SALESPRO knows what to do and when to do it. The system sets the initial strategy and all successive communications are system-produced up to the end of the campaign when human intervention is required. The system selects the number of communications required and when the calls for an appointment begin based on customizable user preferences. When action is needed, SALESPRO automatically selects the following communication strategy based on your reply to a three-question wizard. Its quick, it is easy, it is correct.

What training do you have?

On-line training is conducted during the implementation process. After the initial training session, users are given access to our demo training database to practice without worry of using live data. A Quick Reference Guide is also available within each user portal.

Can I track my return on investment?

SALESPRO comes complete with an advanced reporting component for real-time information in seconds. A variety of standard reports, pulled instantly at your finger-tips or, multiple filters allow you to customize based on desired criteria. Friendly dashboards give you at-a-glance key performance indicators.

SALESPRO does the work for you; sending the right message, to the right person, at the right time. Finally, you are free to do what you do best . . . Sell! More reasons why SALESPRO has established reputation for increasing productivity and adding profit to the bottom-line.

Can I use my telemarketing services?

Absolutely. RSP is a strong supporter of engaging a professional to support your appointment setting needs. SALESPRO has been designed to include a call center portal allows your appointment setter access to the contact record in real time. As relationships progress, you can easily change the contact record to indicate your desire to call the prospect personally.

Can my competitor sign up with you?

Best of all, RSP's Exclusive Pipeline component, gives you peace of mind, knowing you have secured full rights to your active pipeline thus preventing competing producers from marketing to the same contact. Regardless to if, you are beginning a new relationship, nurturing a current relationship or retaining a client - another RSP user cannot market to your active contacts. Needless to say, the first in a region has the competitive advantage.

Can a single user invest in SALESPRO?

SALESPRO is extremely versatile. Regardless if you are a single user, or an agency representative seeking a standardized plan to support your sales team, SALESPRO will meet your needs.

Is there a commitment period?

Cultivating a pipeline of qualified prospects is not accomplished overnight. As a result, we recommend giving your nurture marketing system at least 18 months to establish optimum success.

Have your clients received any funding?

Yes, many clients have arranged a win-win relationship with carriers based on results. RSP has developed a PowerPoint Presentation, free for the asking to help you define your funding proposal.