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Helping Life Plan communities design and use their CRMs effectively. We focus on the design, training and analysis so you can focus on selling. |
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We combine two passions -- a love of data and a unique enthusiasm for CRM design -- to help retirement communities turn their lead management software and marketing automation programs into tools that actually help them sell. We work with all of the leading CRMs to make sure you get what you're paying for and know how to take advantage of the power that's built into your program.
WHAT WE DO
Projects:
To improve sales results and make your lives easier.
Day-to-day support:
To take the load off your team.
Reporting:
Leave the data reporting and analysis to the experts, not in the hands of your sales and marketing team.
Consultant partnerships:
TRS often works alongside other industry consultants to ensure your CRM is set up in a way that works with their plans.
We may have left some things off this list. If you’re interested in something, just ask. We will make it happen!
To improve sales results and make your lives easier.
- CRM Optimizations
- CRM Clean Up
- CRM Conversions/Migrations
- Data Appends (to gather up-to-date address, financial, and demographic data on existing leads)
- Lead Ranking/Priority Call Lists
- Auditing speed-to-lead and sales team efficiency
- Implementation and management of marketing automation programs (MAP)
Day-to-day support:
To take the load off your team.
- Pull reliable mailing lists
- Train new staff
- Train on industry best practices
- Manage lists and imports between CRMs and MAPs
- Ad hoc priority call lists
- Data entry
Reporting:
Leave the data reporting and analysis to the experts, not in the hands of your sales and marketing team.
- Data analysis
- Weekly, monthly, and quarterly customized reports
- Annual projections and analysis
- Sales counselor auditing and report cards
- High-level C-suite and board reports
- Company-wide dashboards
- Deep dive sales and marketing analysis
- Customized, user friendly reports and lists built inside your CRM
- Reports that tie together CRM and data from MailChimp, Constant Contact, etc.
- Non-CRM related reporting from other organizational software
Consultant partnerships:
TRS often works alongside other industry consultants to ensure your CRM is set up in a way that works with their plans.
- Expansion tracking
- APIs to push leads into your CRM
- Event tracking and analysis
- Custom setup to manage targeted sales and marketing strategies
We may have left some things off this list. If you’re interested in something, just ask. We will make it happen!
Anyone can convert your database or help you count calls... that's not what we do. We help you figure out which data actually impacts your bottom line and then work together to figure out how to track it effectively and then what to do with it. We optimize your database, empower your team, and put numbers into perspective so you and your team can focus on building relationships with your prospects and closing sales.
WHO WE ARE
Kate Fletcher, Founder
If you know me, you know there are a few things that I get super excited about: one is digging through mountains of data to find the stuff that really matters, and the other is customizing CRMs so they actually make your jobs easier. |
Jessica Shorin, President
I love CRMs, data, and my clients! When CRM support teams tell you no, ask me, I'll figure out a way to make it work. I'm passionate about helping our clients love their CRM (or at least not hate it). Heads up! I am always here to support you and answer your questions, but if you're open to it, I will dive into the rabbit hole and come out with a variety of carrots to help you get your team on a more strategic path. (Side note, I don't condone stealing from rabbits.) |
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Your email address will not be shared with anyone, for any reason. It will be used strictly by the team at Taylor Reporting Solutions to send you the information you request on this page.
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