Reclassification Services for Home Service Companies
Reclassification is the process of refining and redefining lead categorization within your CRM system. It’s the fine-tuning that transforms a sea of data points into actionable insights, allowing you to tailor your approach, allocate resources efficiently, and ultimately, drive growth.
Why is this so crucial? Without proper classification, leads may be misidentified, opportunities missed, and resources misallocated. Reclassification helps streamline your CRM, ensuring every lead is categorized accurately based on their stage in the sales cycle, their level of interest, and their potential value to your business. This clarity empowers your team to prioritize effectively, personalize interactions, and ultimately, drive conversions.
Our comprehensive reclassification service revamps your CRM data, ensuring it’s a powerful asset for your business’s growth.
Reclassifying abandoned calls helps ensure that call data is accurately recorded and analyzed. This can lead to a better understanding of call volume peaks, common times for abandoned calls, and the overall effectiveness of the call handling process.
By accurately categorizing abandoned calls, a business can identify patterns or issues in the call handling process that may be causing customers to hang up prematurely. Addressing these issues can improve customer satisfaction and retention.
Understanding the reasons behind abandoned calls can help in optimizing staffing and training. For instance, if calls are frequently abandoned during certain hours, it might indicate the need for more staff during those times.
Reclassifying and analyzing abandoned calls can help in monitoring the performance of customer service teams. It provides insights into how well different teams or individuals are managing incoming calls and retaining potential clients.
By identifying why calls are being abandoned, companies can take targeted actions to reduce the frequency of such events. This could involve technical solutions, such as better call routing and handling systems, or customer service improvements, such as faster response times.
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Initial Analysis
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An initial analysis of your system so we can understand your data better and clarify any changes that will be needed to clean up your CRM |
Included
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Included
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Call Reasons
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We will review your call reasons with you and recommend additions to properly categorize your lead data
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Included
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Included
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Initial Setup
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Tags
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A review of the current tags you have set up in your system will help us to understand how you are tagging your leads when classifying data
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Included
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Included
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Data Analysis |
Upon completion of the initial setup we will run a data analysis and create an actionable attack plan for the reclassification process
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Included
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Included
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Abandoned Calls |
Reviewing your abandoned calls to add call notes, add the correct call reason/category and assign the proper CSR if not already assigned to the lead
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Weekly |
Daily
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Reclassification
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Missed Calls
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Missed calls are reviewed and properly categorized to properly handle potential leads
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Weekly
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Daily
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Campaign Tracking
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Confirm the proper campaigns are added to your lead which will help us to understand your marketing channels efficiency
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Not Included
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Included
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Review Replies
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Replies to reviews that have been left about the client. Responding to these with keywords about the job performed can help increase your online presence
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Not Included
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Included
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Reporting |
Progress Updates
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Routine updates to keep you up informed on the reclassification progress
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Monthly
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Weekly
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Data Analysis
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A data analysis will be performed on your CRM to provide you with insight into your lead information. We will help to identify improvements and recommend adjustments
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Quarterly
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Monthly
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By following this systematic approach, we’re able to reclassify data and clean up CRM systems effectively, empowering our clients to make informed decisions, drive targeted marketing campaigns, and confidently achieve their business objectives. Here’s a brief overview of how we tackle this process:
We begin by conducting a comprehensive assessment of your CRM data. This involves examining the existing categorizations, identifying inconsistencies, and evaluating the overall quality of the data.
We work closely with you to understand your specific business goals, target audience, and key performance indicators. This ensures that our reclassification efforts are aligned with your objectives and tailored to meet your needs.
Using advanced data cleansing techniques, we eliminate duplicate entries, correct inaccuracies, and standardize data formats. This step is crucial for ensuring data integrity and reliability moving forward.
Based on our assessment and consultation, we develop a reclassification strategy tailored to your business requirements. This involves revising existing lead categorizations, defining new criteria for classification, and establishing clear guidelines for data entry and management.
Once the reclassification strategy is finalized, we proceed with implementing the necessary changes in your CRM system. This may involve updating lead records, modifying custom fields, and reorganizing data structures to align with the new classification scheme.
We provide comprehensive training and support to your team to ensure seamless adoption of the updated CRM system. This includes educating users on the new classification criteria, demonstrating best practices for data entry, and addressing any questions or concerns that may arise.
We continuously monitor the performance of your CRM system post-reclassification, making adjustments as needed to optimize data quality and accuracy. This ongoing maintenance ensures that your CRM remains a reliable source of actionable insights for your marketing initiatives.
We will need a temporary login account for our team within your CRM platform. This account should have sufficient permissions to view, edit, and manage lead data. Once the account is created, please provide us with the login credentials securely.
Ensure that the temporary login account has the necessary permissions to make changes in the CRM system. This includes permissions to update lead records, create new categories, add tags, and perform other administrative tasks related to data management.
Work closely with our team to identify any missing categories or classifications that are essential for your business needs. We’ll collaborate with you to develop a comprehensive classification scheme that aligns with your objectives and enhances data organization within the CRM.
Similarly, collaborate with us to create any missing tags that are required for effective lead segmentation and analysis. We’ll work together to define tag categories, establish tag hierarchies, and assign relevant tags to lead records based on your specific criteria.
Provide us with contact information for key stakeholders who will be involved in the reclassification process. This includes names, email addresses, and phone numbers of individuals who can provide feedback, answer questions, and communicate any additional changes or requirements throughout the process.
Explore why hundreds of companies in the construction and home services industries trust Build Media Group to grow their business.
