Customer Welcome & Setup Information
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Welcome to the Market Mentor Online family!
We thank you for your business and look forward to working with you by supporting your sales and marketing needs.
One of the main benefits of a hosted service like Market Mentor Online is it allows you to concentrate on selling your products and leave all the "techie" stuff to us. To ensure a smooth and effective implementation, a few simple steps need to be completed.
Step / Description / Resp.1 / Provide Client’s Company, Key Contact, and User information / CLIENT
2 / Upload Database and/or submit a Database Order Form / CLIENT
3 / Modify sample Prospecting Letters and uploaded to MMOL / CLIENT
4 / Create MMOL Database, import data, and test. / MMOL
5 / Create follow up Phone Script (for clients using MMOL telephone follow up service) / MMOL
6 / Schedules online Training session with all users. / MMOL
Each step is described in more detail below:
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Step 1: Provide YOUR COMPANY & CONTACT Information
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In order to set up your subscription and your database, we need some information about your
organization. You may have provided some of this information in prior discussions, but to make sure that everything we need is up-to-date and correct, please complete the following information.
Company Information
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Company Name: ______
Primary Contact: ______
Contact Title: ______
Address: ______
City, State, Zip: ______
Phone #: ______
Fax #: ______
Email Address: ______
Website: ______
Products Sold: ______
Product Brands : ______
User Information
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User 1 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office: ______
User 2 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office: ______
User 3 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office: ______
User 4 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office: ______
User 5 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office: ______
User 6 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office: ______
User 7 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office ______
User 8 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office: ______
Sales Administrator
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To set up a sales administrator user who will print the letters, and monitor the other rep's activities, and run reports, please include their information:
Sales Admin 1 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office:______
Sales Admin 2 Name: ______
Phone #: ______
Email Address: ______
Version of Windows: ______
Version of MS Office:______
In addition to the above information, if you have any background information on your company, your products and services, and anything else that you think we should know to assist in the marketing efforts, please include it in your response.
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Step 2: Provide Your DATABASE ( or Database Order Form)
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If you already have a database of prospects, you can upload it for us to import into your Market Mentor Online database. Databases need to contain the following information.
Required:
Company Name, Mailing Address, City, State, Zip, Phone #, Contact First Name, Contact Last Name.
Optional & Helpful:
Shipping Address, Zip, Additional Phone #'s, Fax #, Email Address, Contact Title, SIC Codes, Employee Size, Sales Volume, Company Type, Salesrep Assigned, Division, Department, Additional Contacts.
Database Format:
We prefer the information in dBase III format, although we can also accept Excel spreadsheet
format, comma delimited, and several other formats. There may be additional charges if the
format of the data requires extra time to translate into our format.
If you are providing your own database, when you have your data ready, you can send an email to and we will send you upload instructions or you can visit our website and download the directions. If you don't currently have a list, or if you want to add additional contacts, we can purchase databases based upon your selection criteria.
Once your data has been received, formatted, and imported into your database, we will contact you and ask you to log in to your Market Mentor Online database and review the information. When you are satisfied that the data was imported properly, please send an email to to acknowledge your acceptance.
Note: Unless other arrangements have been made, MMOL standard service includes the import of one (1) customer database “as is”. While we do perform some basic database clean up, a contact record is unusable if it is missing a contact name, complete mailing address or a phone number for us to make the follow-up phone call. Additional services to clean, re-import, etc. a database will be charged in addition to the subscription fee.
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Step 3: Modify sample MMOL INTRO (Prospecting) LETTERS or upload your own documents
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The Market Mentor Online lead generation process begins with the sending of a series of letters to each
potential suspect. The sales campaign is then followed up with a phone call by either your own staff or our telemarketing people depending on the services you subscribed to. The purpose of the call is to determine if the person received your information, is interested in what you have to offer and will agree to an appointment.
We provide a number of sample introduction letters that you are welcome to modify and use. We recommend that you think about what you would say to a potential customer if you had only 5 minutes to say it? Get it on paper, and then break up your message into three 1-page letters that we will generate for you to mail to prepare your prospects for our call. That way, the telemarketing call will reach someone who is already aware of your offer and can be qualified and scheduled quicker and easier for a sales appointment.
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Step 4: Setup and Test Client ACCESS TO YOUR DATABASE
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While Market Mentor Online is easy to access, there are a few things you need to do on your local systems to make sure that are compatible with our service.
Workstations: Each workstation which will use MarketMentorOnline should be properly configured and licensed to run Windows 2000, Windows 98, Windows NT, or Windows XP Professional. Note that, while it may work, Windows 95, Windows ME, and Windows XP Home Edition are not supported. For new workstations, we recommend 128MB Ram or more, and Windows 2000 Professional or Windows XP Professional. We recommend that workstations be set to at least 800x600 screen resolution.
Administrator’s Workstation: For the sales administrator’s workstation (the one which will print letters and customize letters), we recommend a Windows 2000 or Windows XP Professional system with Microsoft Office 2000 or Microsoft Office XP.
Internet Browser: While not absolutely required, we strongly recommend that Internet Explorer V5.5 or later be installed on all workstations which will use MarketMentorOnline. Some capabilities require this software, which is freely available from Microsoft’s web site.
Virus protection should be set to scan selected files only, and to scan on create or download, not open or run. This is for performance reasons.
Internet Connection: An Internet connection is required to use the service. We recommend a good-quality DSL, Cable Modem, or T1 or Fractional T1 line. A good-quality dialup connection will work also, although it will be considerably slower. As there are many different Internet providers, of varying quality, we cannot accept responsibility for the customer’s Internet connection.
Firewalls: The following information is to permit proper configuration of a firewall or other Internet security components. The MarketMentorOnline system requires that you have access to TCP/IP port 3389 (for Terminal Services access), port 80 (for NetClient access), and possibly port 21 (for FTP access, for transferring data to and/or from the service). Although subject to change, our service currently uses the IP address range 66.163.229.240 – 66.163.229.255, which equates to a subnet mask of 255.255.255.240. Therefore, if the above ports are open for the above IP address range, you should have no firewall problems preventing use of the service.
Printers are supported in several ways. If only NetClient thin client will be used, almost any valid, properly installed windows-compatible printer will work for printing local documents. For printing from Terminal Services, which includes printing MarketMentorOnline letters, the following criteria apply:
1. Printers that are locally connected to the workstation, via the LPT or Parallel port, will typically work. Printers connected via USB ports or serial ports will normally not work.
2. Network printers, which use the standard TCP/IP port from Windows 2000 or XP workstations, will probably work. The printer needs to be installed again, and when the new TCP/IP port is created, it should be named LPT4 or LPT5.
3. Some other network printers can be made to work. Please contact with your specific printer, and how it is connected, for more information.
4. All printers must have Windows 2000 printer drivers available, as the Windows 2000 version of the driver must be installed on our servers for the printer to be usable. Most standard printers have Windows 2000 printer drivers available for download on the Internet.
5. Certain printers, notable many multi-function printers, and many Lexmark ink-jet printers, are not compatible with MarketMentorOnline.
If you have a question of whether your printer is compatible with MarketMentorOnline, send an email to , with the printer name, the exact spelling of the printer driver name, and how the printer is connected (local or network), and we will respond with more information.
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Step 5: TELEMARKETING COORDINATOR CONFERENCE CALL (MMOL Plus clients only)
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If your subscription includes our Market Mentor Online Telemarketing Service, our telemarketing coordinator will contact you to finalize telemarketing procedures. This call will be scheduled after step 1-4 have been completed.
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Step 6: TRAINING
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User training is the final step before actually beginning to use Market Mentor Online.
Since attention spans vary from person to person and subject to subject, and we tend to forget almost everything we learn if we don’t put to use within 24-48 hours; we make it a practice to conduct training only after steps 1-5 have been completed and everything is ready for you to use. Our experience is that it is a waste of everyone’s time to conduct training unless you start using it immediately.
The training session typically take between 60 and 90 minutes. EVERYONE who will use the system should attend the training because additional training after the initial training session is billable. The ideal training environment is a conference room where all users can access the system on their workstations. An LCD projector with 800x600 resolution or TM monitor connected to one of the workstations is recommended so everyone can both see what we’re doing in the database and have hands-on experience at the same time to practice what they see.
User training focus on the “Basics” of using the service, including:
1) Adding a new contact
2) Looking up a company or contact record
3) Requesting a prospect be placed on a sales track
4) Making a telephone call
5) Printing a letter
6) Sending an email
7) Scheduling a callback.
8) Printing a daily action plan with pending activities
A daily checklist is included for distribution to all users.
Market Mentor Online has many other capabilities that, over time will further increase the effectiveness of your sales staff, but for the immediate future, we focus on helping you “Sell More in Less Time”!
Please Note: Prior to scheduling training, the following milestones have to be completed:
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1. Steps 1-4 must be complete. (Steps 1-5 if using MMOL Plus Telemarketing Services)
2. All users must have tested their access to MMOL.
3. The sales administrator must have tested their printer
4. The sales administrator must have reviewed the database and the data imported, and
accepted the imported data as correct.
Once these items are complete, send an email to support@marketmentoronline to schedule training.
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Accessing MMOL – Downloading and Installing Software
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Supervisors can access their MMOL database(s) three ways:
1. Windows Terminal Services (from any PC that has a copy of Terminal Services client installed)
2. TeleMagic Net Client (thin client) for any PC that has a copy of TNC installed)
3. Windows Internet Explorer IE5 from any pc with access to the Internet via IE5.
Other users, sales reps, etc. can access their MMOL database(s) 2 ways;
1. TeleMagic NetClient
2. Windows Internet Explorer IE5 from any pc with access to the Internet via IE5.
You will want to install a copy of TeleMagic NetClient onto any of your pc’s requiring regular access to MMOL. If you and your reps have individual PC's at home, you can use the same TNC program you download for our website and load it as many times and on as many PC's as you like because the licenses and named users with access to MMOL are maintained on our server.
TeleMagic NETCLIENT – TNC (thin client)
Download:
1. Go to our website at http://www.oacinc.com
2. Click on Support
3. Select TeleMagic Net Client Demo/Evaluation to download it. Run the program and follow the directions.
Setup:
1. Start TNC and add a Profile: (i.e., MMOL)
2. Server Name: Enter 216.212.209.30 (no http or www)
3. Leave HTTP Server (standard web server) checked
4. Leave the user ID & PW blank. (So that you have to log in each time)
5. TNC will access MMOL server
6. Select MMOL as the default installation
7. Enter you user ID & PW again (other reps will enter their user ID and PW
8. Select the profile you want (the name you just created) + Open
9. Once you see the TeleMagic Net Client window, select File + Open Database + (your database)
TeleMagic BROWSER: