Diving Into CRM & Sales Data
Your community’s CRM is marketing gold. It also tells a story about your sales team’s approaches and overall effectiveness. We can help you understand this data and put it to good use to ensure your community is doing its best to target and convert prospects over and over again.
Your community’s CRM is marketing gold. It also tells a story about your sales team’s approaches and overall effectiveness. We can help you understand this data and put it to good use to ensure your community is doing its best to target and convert prospects over and over again.
Comprehensive Analysis. Actionable Results.
Our marketing and sales assessments consist of two key areas – a review of all marketing and lead generation efforts for your community and an analysis of the sales team, processes and approaches – to ultimately provide you with recommendations to ensure improved effectiveness in lead generation and sales at your community.
Our in-depth assessments include a combination of team member interviews, deep dives into CRM data and activity, reviews of reports and documentation, benchmark conversion comparisons, tour and community presentation analysis, product review and comparison, and more.
The final report not only offers insights and information gleaned from the assessment, but also provides actionable next steps to help immediately improve lead generation and/or occupancy at your community.