TSOLife's Sales Platform provides personalized engagement opportunities for prospects visiting your community. This is done through AI-driven recommendations, automated outreach, and insightful metrics.
Think of the data that you capture to promote a vibrant experience for your community's residents; that same data can be used to pitch the community to new residents! When a prospect visits the community, the sales tools that are readily at your disposal can be utilized to show them a vision of what home will look like.
So, what can you do with the Sales Platform?
- Prospect Friend Matching: Easily identify potential friends and shared interests among prospects to foster connections.
- Automated Digital Signage: Generate personalized digital signage for the tour day, allowing for location selection to make visitors feel more at home.
- Weekly Calendar: A ready-to-print calendar that highlights the prospect’s preferences, making their visit more tailored and engaging.
- Personalized Daily Tribune: Conclude the tour with a customized daily recap that resonates with the prospect’s experience.
- Engagement Metrics: Access tour and prospect engagement metrics effortlessly, integrated seamlessly with your CRM for streamlined insights.
- Mobile Video Platform: Create and send personalized videos for prospects, enhancing their connection to the community and experience.
Let's take a quick look at the main components of the Sales Platform.
Dashboard
Found by accessing Sales Tools > Dashboard, you can filter information by care type utilizing the dropdown in the upper left-hand corner of your screen.
From here, you can view:
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Deal Stage Metrics: The number of prospects in each stage of the deal. This comprises of:
- Connection
- Inquiry
- Pre-Tour
- Tour Scheduled
- Post-Tour
- Deposit
- Contracting-Leasing
- Unknown
- Video Engagement: Metrics for the videos you’ve created and sent, including retention rates.
- Weekly Video Production: A graphical breakdown of the amount of videos produced within the past week.
- Sales Staff Performance Metrics: Engagement metrics for your sales staff.
-
Community Tours: Calendar of scheduled tours with prospect information.
Prospects
To explore your Prospects page, navigate to Sales Tools > Prospects. You can also find this page by clicking into any of the tiles within the Deal Stage Metrics section of the Dashboard (see above).
Once on the Prospects page, you can use the filters at the top to search by prospect name, deal stage, or care level. Clicking the View Prospect button will open the Prospect Card with contact information, interests, resident matches, and a personalized toolkit:
Video Library
The Video Library is a catalog of personalized content created by your sales staff. To explore your Video Library, navigate to Sales Tools > Video Library. You can use the search bar to type in keywords or filter by care type for easier navigation.
From this page, you can:
- View all videos you’ve created along with their metrics.
- Click the View More Details button to view detailed information, including:
- Recipients.
- Views and the percentage of the video watched.
- Details on each prospect who received the video and their viewing percentages.
Clip Library
Your Clip Library are tour-ready video snapshots that are ready to share at a moment's notice. You can find these clips via Sales Tools > Clip Library.
Here you will be able to download all of the clips of your community’s highlights to send individually via email.
Jump to another article to learn more about the Sales Platform:
Sales Dashboard
Video Library
Sales Prospects