CRM Optimization & Reporting Solutions
At Taylor Reporting Solutions, our goal is to help you spend less time in your CRM and more time creating those personal relationships that lead you to a sale. Many teams are not aware of how user-friendly and functional their CRM should be or how reliable and useful the data they are capturing can be! We are here to help your team achieve their goals by providing a variety of services.
Want to "Wow" your team, the C-suite, investors, or your Board with meaningful, detailed, and accurate reports? We can take that responsibility off your plate! TRS builds custom reports that fit your needs and provide delivery to your inbox on a weekly, monthly, or quarterly basis. We also prepare industry benchmark reports for a side-by-side comparison of your community's data to averages of 60+ life plan communities with which we work.
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Looking to find the right leads? We will help you identify leads that are already in your database that may be more likely than others to move-in. From purchasing data (like age, income, home value, net worth, marital status, etc.) to compiling targeting call lists, TRS can help find those leads that might be slipping through the cracks.
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Whether a new member comes on board or the team needs a refresher, we are here to provide training on how to use your CRM effectively and efficiently, industry best practices, and insider tips and tricks!
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Has your CRM gotten messy overtime? Is a total review and overhaul needed? Leave it to the TRS team! We specialize in auditing your CRM, clean up and optimization, and empowering your team to utilize your system to its fullest!
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We know that staff turnover can cause downtime that you probably don’t have the energy to deal with. We can do much of the data entry your marketing assistant was doing, including adding new leads, adding deposits and moves, running mailing lists, etc.
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