Get ready to bring back membership in just 3 weeks
Convert more prospects to members and grow your community with an automated and standardized lead process.
The ProspectAccelerator 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.
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.
Utilize Staff Resources Better
Decrease administrative burden with
optimized workflows and find simplicity
in a complex digital environment.
Track Lead Sources and Interests
Automate lead record creation and management from inquiry to sales.
Improve The Customer Experience
Create standardized campaigns with timely and targeted engagement communications.
Support incoming members
Schedule and manage tours easily and immediately.
Capture Lead Conversions Immediately
Forecast financials from each stage in the sales pipeline with real-time dashboards and reports.
Make It Easier To Work Together
Centralize data for teams to work
together across branches, roles or
Your challenges and the 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
Experience is inconsistent for the member
Delayed or slow reporting only available at end of the month
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
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.