Delivering time-to-value with speed and innovation
New to Salesforce? No problem. Grow and strengthen your community with a simplified and automated membership process.
Traction Rec’s Prospect Accelerator is a great fit for organizations looking to adopt a solution quickly. Maximize membership acquisition opportunities with a trackable sales process and real-time analytics in just 3 weeks with 30 days of go-live support.
The driving need for change
Fewer prospective members post-COVID
Tracking is nonexistent, or managed in spreadsheets and email
All tracking and follow-up communication is manual
Delayed or slow reporting only available at end of the month
Transforming with pace and confidence
Automate lead record creation and management from inquiry to sales
Track lead sources and interests
Create standardized campaigns with targeted engagement communications
Schedule and manage tours
Visibility of real-time data with dashboards and reports
YMCA of the North Shore has reinvented the way their organization manages leads and instantly saw improvement in supporting incoming members and the customer experience. 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.
“Our Y committed to revitalizing our lead management process because leads are not just leads; they are people.”
Gerald MacKillop, Jr., MBA, SVP of Operations for YMCA of the North Shore