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
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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