Potential member process

The new prospect area in MMS is a new feature to help capture potential members. It will allow RAS to gain understanding of the sales process, what works, what doesn't and how it can be improved as a whole.

Goals

  • Clear view of the new prospect pipeline.
  • Enable open and clear communication between the regional managers and national manager.
  • A simple process to achieve optimal usage.

Capturing prospects

To enter a new prospect in MMS follow these steps;

  1. Login to MMS.
  2. Navigate to the prospects model.
  3. Select + Create a new prospect.
  4. Enter all the details you have about the business, ensuring you fill all mandatory fields (marked with an *).

Updating prospects

A large part of managing prospects is updating them as they progress through the conversion process. At the bottom of each prospects overview page there is a space to add comments, these should be updated each time you make contact with a prospect or take any action to progress the relationship.

  1. Navigate to the prospects model.
  2. Click on the prospect to see the overview page and scroll to the bottom.
  3. Click add comment and select a category and add your comment.
  4. The comment will save on the overview page, giving you a history of what activity has taken place against a prospect. You can also edit any comments you have written using the pencil icon.

Converting a prospect

Once a prospect has decided to join RAS it is simple to switch them to a member in MMS;

  1. Navigate to the prospects model.
  2. Find the member you wish to convert.
  3. Click the down arrow next to the record and select Convert prospect.
  4. You will be taken to the new member record for that prospect where you can add the rest of the details required to create a member record.
    1. You'll have the ability to choose Affiliate, Authorised or Premium in the Subscriptions field.

Closing and reopening a prospect

If a prospect will not be joining RAS, you can close them;

  1. Navigate to the prospects model.
  2. Find the member you wish to convert.
  3. Click the down arrow next to the record and select close prospect.
  4. You will be prompted to add a comment, it must be longer than 100 characters to ensure you give valuable information that can be used to improve the onboarding process in the future.
  5. If required, you can also reopen a closed prospect should they decide to come back. You are required to add a comment here too, although it doesn't have a minimum character requirement.