MarketService 2000 and the Do-Not-Call Register

If you subscribe to the Scrub Service, MarketService 2000 checks the Do-Not-Call list anytime you add a new prospect and select "Save New Prospect," when you modify a record and "Save Prospect Changes," when you Load or View the prospect contact information page and when you print a Call Report.

Suggestions regarding recording appointments

In regards to the appointment module, might I suggest that when a family walks-in to the office for an at-need arrangement that an appointment be queued up in the appointment section of the notes page. I fact all appointments, scheduled or not, should be recorded in the appointment module. This way the schedule on the main page will indicate that a presentation was given and the results obtained. The recording of all appointments and presentations will greatly increase data integrity.

Enhancement to Appointment, Call Sheet Printing and Envelope Printing

Wesner Associates, Inc. is pleased to announce a major enhancement to the Appointment Module of MarketService 2000™. This upgrade will enable you to define the location of the appointment whether it is in your office, the prospects home, funeral home or cemetery. You can edit the appointment location drop down box to specify any place you choose.

The new feature also defines the type of appointment as either a Sales Call, Service Call, Follow-up Call and Certificate/Policy Delivery Call. All of the pertinent information is displayed on one page: Salesperson Name, Prospect Name, location of the appointment, date and time, type/purpose of the appointment. Another enhancement that has been added to your system is the ability to print a Call Sheet or an envelope at the touch of a key. Please refer to the Help/Support section of MarketService 2000™ for details.

Adding Referrals

Adding referrals or linking leads in MarketService 2000

First of all both names must be recorded in MarketService to be linked together as a referral or connected lead. You will need to know the record number of the prospect you want to connect with. The Prospect Record Number is automatically assigned to the Contact Record when entered into the system. One way to connect these two leads is to open the Contact Record you want to link to. Click on [Ref] of the Contact Record (which is abbreviated for referral). A screen will open up called Prospect Referrals. Enter the record number of the Contact Record in the field (Prospect Referrals) you want to connect together and the name will appear under Prospect Referrals. You can click on the referred name and will take you to their record.

Another way to link two records together is the open the Contact Record of the person that was referred. Click on [Ref] and the Prospect Referrals screen opens. Enter the Contact Record of the Contact that gave the referral in the (Referred By) field and it will connect both records. You can click on the referred by name and it will take you to their record.

Deleting a record

Can I Eliminate the possibility of anyone deleting a record?

Mary from Forest Hills Cemetery and Funeral Home

The only way you can delete a record is with an admin login. Wesner Associates assigns you one admin login when you sign up regardless of the number of system operator or counselor logins you need. You do not need an admin login to operate the MarketService 2000. It is only used for viewing and programming or program changes purposes. Only someone who is in charge of the program should have access to an admin login.

The marketservice 2000 team

How do you enter a Prospect

Frequently Asked Questions

Recording an At Need Contact and Sale

Since MarketService 2000 is a contact manager and follow-up system, there is some confusion as to the proper way to enter this type of record.

Enter the deceased into the system. Record the sale in the name of the deceased so the services will be identified as his/hers. Identify the Lead Origin of the Contact Record as At Need and the Contact Type as Deceased. Leave the Event Field blank so that nothing prints and the record remains as a file with no marketing path assigned. Select Do Not Contact in the Contact Restrictions Field so that the record can be compared with the Do Not Call Registry and scrubbed against future mailings. There is nothing worse than mailing or attempting to call someone for whom you have provided a service.

The next record created would be for the person who is there helping with the arrangements. This may be the next of kin, other family member, guardian, or friend. Record their name into the system and identify them as a Prospect (providing they do not own), and Lead Origin as At Need Referral. Cross reference their name on the Referral Module in the Referred By Field. That will link the records together. Place the Contact Record on a respective marketing path such as Sympathy Letter or Memorial Letter.


Recording a Walk-In Pre-Need Contact and Sale

Enter the Prospect into the system. Identify the Lead Origin of the Contact Record as Walk-In Pre-Need. Indicate Contact Type as Fully Arranged Client if they have everything you provide, otherwise they are classified as Partially Arranged Client. Record the sale in the name of the Prospect so the services will be identified as his/hers. Place Thank You for Purchasing Pre-Need Services #51 in the Event Field.

If the Prospect is purchasing for someone else, enter the Purchaser as a Prospect to be on a Marketing path with a Thank You for Purchasing Letter. The person that he/she is purchasing for should be entered in a separate record. The sale should be indicated in this record and classified as a Fully Arranged Client or Partially Arranged. Use the Referral Module to tie the two records together.

If you obtain any names/referrals from the Purchaser, enter them into the system with Contact Type as Prospect and Lead Origin as Pre-Need Referral. Cross reference their name in the Referral Module in the Referred By Field. That will link the records together. Place the Prospect Contact Record on a respective marketing path.