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Getting the Desired ROI from Your CRM

Details

Presenter: Dave Betcher, Lasso CRM
Date: December 7, 2018

About the Presentation

A complete strategy for setting and achieving your sales goals and objectives

Have you heard of all the ways CRM can boost sales performance and velocity, yet you don’t quite know where to start? Or maybe you’ve been using CRM for a while but you’re not seeing the benefits?

During this 45-minute session originally presented to Builder Partnerships members, Dave Betcher, Lasso’s VP of Consulting Services, discusses:

  • Taking inventory: Assessing your current situation
    • How are you using CRM today?
    • Are you selling the way your customers are buying?
  • How data and analytics play an important role in your strategy
    • Cost of a lead
    • Sales agent engagement
    • Lead attribution
  • Defining your key sales indicators
    • Types of KPIs
    • Aligning your sales organization
  • Building on your foundation
    • Using tools to improve sales performance (productivity and efficiency)
    • Monitor and course-correct

Hosted by Builder Partnerships’ Monica Wheaton.

Dave Betcher

Dave Betcher

VP, Consulting Services

Dave Betcher has been in the homebuilding industry for 15 years and has been an executive with Lasso Data Systems since its inception. He has presented the benefits and best practices of technology in marketing, sales and customer service to builders and developers around the globe including the US, Canada, Mexico, Europe. Dave has trained over 1,000 builder representatives, both onsite and online, about the power of CRM; including Lead Management, Sales Process, and Email Marketing that works. His deep understanding of the residential housing industry provides a unique value perspective for both sales professionals and management.
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