Helping Life Plan communities design and use their CRMs effectively.
We focus on the design, training and analysis so you can focus on selling.
We focus on the design, training and analysis so you can focus on selling.
WHAT WE DO
We combine two passions -- a love of data and a unique enthusiasm for CRM design -- to help retirement communities turn their lead management software into a program that actually helps them sell. We work with all of the leading CRM programs 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.
With each new client, we hear the same thing: "man, I wish I knew you guys existed when we were deciding which CRM to use! We would have done a much better job setting it up. We didn't know what we didn't know and the support team didn't steer us in the right direction."
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 design your database, put numbers into perspective, and beef-up the reports you’re already using to make sure you're team knows how to take advantage of their program and that you're focusing on the key metrics.
With each new client, we hear the same thing: "man, I wish I knew you guys existed when we were deciding which CRM to use! We would have done a much better job setting it up. We didn't know what we didn't know and the support team didn't steer us in the right direction."
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 design your database, put numbers into perspective, and beef-up the reports you’re already using to make sure you're team knows how to take advantage of their program and that you're focusing on the key metrics.
Hi! I'm Kate Fletcher (Phelps), president of Taylor Reporting Solutions. 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.
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"We adore Kate and we are huge fans of her work!!! She is certainly a most valuable partner to us and to Lenbrook. She is one of the reasons that a bond holder said that marketing is no longer a "black box" to him! I don't know what I would have done without Kate!"
- Felecia Sveda, Vice President, Marketing, Lenbrook |
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