Helping Life Plan Communities use data to identify and obliterate sales challenges
Taylor Reporting Solutions, LLC
Helping CCRCs use data to shorten sales cycles and convert leads more efficiently
Senior Living CRM Optimization & Training
first step to getting valuable analysis on your sales and marketing
efforts is making sure your database is set up in a way that
makes things easy for the sales team, then make sure the team gets the training they need to use it effectively. We will perform a full audit of
your database to help you answer the following questions:
Does my team really know how to take advantage of the ways our CRM can help them sell?
Are we tracking the right data to really understand our efforts?
Does our team know the right codes to pick in each situation to give us consistent data?
Are we following up with our leads in a timely manner?
Are we wasting time and effort collecting the same information in more than one place?
Is our data clean? How many duplicate records are in our database?
After our audit, we'll give you a
comprehensive report of observations and recommendations. We will address ways that database management can be
improved, suggest simplified codes that will streamline the whole
process, and will train your team about how they can get more out of the
system. We will also make all of the recommended changes, based on your feedback. Please contact us to get started!
TRS Training Options
We offer a variety of options for training your team. If they're just brushing up their skills, self directed online mini lessons and webinars are available. But for training new hires or folks who don't know your CRM at all, we recommend on-site or remote training with one of our experts. Please contact us if you would like to discuss the options.
Here are some of the things recent clients have said about the training we offer:
explained things very well and was easy to follow. She listened to
what was important to us. I learned more about REPS in two days than
the entire time I've been using it, which is 10-plus years!
made it easy to understand new concepts. She listened to our concerns
and addressed all of them. She also showed us basic tools we didn't
even know we had. I wish we'd had this training much sooner!
liked the relaxed approach and honest, kind response to questions with
the closure of being sure we understood the explanation. I think she
did a fantastic job and is a great trainer!
was really excellent. Very 'user friendly,' allowing for questions
(many!) along the way and with a wonderful style and approach.
Accessible, very knowledgeable, candid. Lots of hands-on opportunities
and awareness of various and differing skill levels. She, and the
training, were great!