Company Performance Metrics
Taylor Reporting Solutions provides CRM consulting, data analysis, and reporting services for sales and marketing teams in the senior living industry. The company helps Life Plan and retirement communities design, optimize, and clean their CRMs, manage conversions and migrations, and append demographic and financial data to lead records. Taylor
Reporting Solutions trains staff on CRM use and industry practices, manages lists and imports between CRMs and marketing automation platforms, and offers day-to-day data support. It delivers customized reporting, including recurring performance reports, projections, dashboards, and analyses for executives, boards, and sales counselors. The company also connects CRM data with email and other organizational software and supports expansion tracking, event tracking, and API-based lead integrations. Taylor Reporting Solutions often collaborates with other consultants to align CRM setup with broader sales and marketing strategies.
