Request A Consultation
Lasso CRM Consulting Services for Home Builders and Real Estate Developers
Our consultants have real-world new home sales and marketing experience and deep Lasso CRM system knowledge. We can help you convert more leads and maximize the value of your database.
Empowering business growth
The Lasso CRM Consulting Team can improve lead generation, streamline your sales process, enhance your marketing materials, evolve your sales culture, and ultimately increase conversions.
Make your CRM more effective with our consulting services
Define your selling process
Persistence, consistency and relevance are key to building a meaningful relationship. The day an agent stops calling or writing is often the day that prospect becomes involved with another sales professional. We can help you develop the right sales strategy your business needs to sell more homes.
Services offered:
- Sales Process Setup
- Sales Process Email Template Review
- Sales Performance Secret Shop
- Sales Cycle & Funnel Analysis
- Customer Experience Review
Create effective messaging
Consistent follow up is only as good as the quality of the content within the messaging. With the volume and variety of communication that prospects receive in their inbox each day, it is critical that your message stand out from the ‘others’. Content not only is wording – it’s the look and feel, logical calls to action, and technical functionality in your email messaging.
Services offered:
- Email Marketing Content & Strategy
- Sales Process Email Template Review
Supercharged user training
Sales agents and OSCs are busy with a myriad of daily tasks and responsibilities. Some agents differentiate themselves by using technology to sell. But for many leveraging CRM and other technology tools to sell is commonly underestimated, underappreciated, and underutilized.
Services offered:
- Sales Team Bootcamp
- Lasso OSC Training
- Lasso for Managers & Reports
Know your data
The health of the database directly impacts lead engagement, prospect conversions, usage, and the quality of insightful information gained by executive teams. For larger clients, unless regular data management techniques are used, data quality and consistency of their prospect database typically degrades over time. This results in inefficiencies in follow-up activity, messaging, sales execution, and reporting.
Services offered:
- Lasso Audit & Data Management
- Google Data Studio Reports
Testimonials
Marketing and Customer Experience Director, Mitchell Homes
“If you’re in need of a fresh perspective on Lasso and how your team can maximize the software, I would highly recommend calling on Heidi Schroeder at ECI Software Solutions. Heidi will help your management team create a rating scale based on your business model, refine your follow-up processes to meet your prospects where they are in their journey to homeownership, and show you how to create dashboards you need when seeking transparency and clarity on your sales reps performance! Heidi is exceptionally professional, truly cares about every member of your team’s success, and will travel to you!”