Start bringing back membership in as little as 3 weeks
Convert more prospects to members and grow your community with an automated and standardized lead process.
Maximize membership acquisition opportunities with an 85% lead conversion rate, a trackable sales process that can accommodate over 2300+ leads and real-time analytics in just 3 weeks.
The Lead Management Accelerator is a great fit for organizations looking to increase membership sales and provide a more consistent new member experience. Centralize and automate your member services where staff can manage leads through the complete sales process, stay on track with follow-up reminders, and track results with real-time data and amplified reporting. Adopt a simplified and automated membership process in 3 weeks with 30 days of go-live support.
Engage More Prospects
Standardized campaigns establish targeted engagement communications and help identify more prospects.
Never Miss Another Lead
Automate lead record creation and management from inquiry to sales by tracking lead sources, interests, and tours.
Always Know What's Happening
With real time reporting. you can immediately report on progress and encourage staff accountability.
Support Incoming Members
Create positive, consistent experiences with automated onboarding and retention task assignment.
Don't Wait For The Numbers
Out of the box dashboards provide any time review of conversion rates, sales pipeline or forecasted financials.
Make It Easier To Work Together
Centralize data for teams to work
together across branches, roles or
Wins the YMCAs have experienced
Increased digital lead conversion by 85%!
Real time reporting on new membership channels for the first time
Created staff accountability to easily track 2,300+ leads
Maintained active engagement with 32% of non-converted leads (future potential)
Out performed their same-state friends at other associations. Friendly competition is ok, right?
The challenges that YMCAs are resolving
Membership has been shown to return so every prospect is important
Tracking is nonexistent, or managed in spreadsheets and email
All records and follow-up communication is manual
Delayed or slow reporting only available at end of the month
Experience is inconsistent for the member and every branch is different
After optimizing its lead management workflows with Traction Rec, YMCA of the North Shore has reinvented the way their organization manages leads and are averaging near 600 lead engagement tasks per month.
“With Traction Rec... we're connecting leads to the right staff and services, as well as prompting our team to complete key onboarding and 90 day retention efforts so our new members are supported over their first three months at our Y.””
Gerald MacKillop, Jr., MBA, SVP of Operations for YMCA of the North Shore
Kick start your goal to bring membership back with this limited time offer!
Get started today for $5,000
From business process review, configuration, testing, to go-live and support, get the complete picture. If you'd like to learn more about our solution and want a closer look, complete the form below to schedule a demo.
* Not including Salesforce licenses. Did you know nonprofits get 10 free licenses to get started? Find out more at salesforce.org/power-of-us/. Limited time pricing. Subject to change.