Reclassification Services for Home Service Companies

Lead Reclassification

We offer high-quality, reliable reclassification services for construction and home service companies.

What is Reclassification and Why is It Important?

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.

Clean Up Your CRM with Our Reclassification Services

Our comprehensive reclassification service revamps your CRM data, ensuring it’s a powerful asset for your business’s growth.

Here’s what we bring to the table:

Improved Accuracy in Reporting

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.

Enhanced Customer Service

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.

Resource Allocation

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.

Performance Monitoring

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.

Reducing Future Abandonments

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.

	Items	Description	Basic $750	Advanced $1250
	Initial Analysis	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	Included
	Call Reasons	We will review your call reasons with you and recommend additions to properly categorize your lead data	Included	Included
Initial Setup	Tags	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	Included	Included
	Data Analysis	Upon completion of the initial setup we will run a data analysis and create an actionable attack plan for the reclassification process	Included	Included
	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	Weekly	Daily
Reclassification	Missed Calls	Missed calls are reviewed and properly categorized to properly handle potential leads	Weekly	Daily
	Campaign Tracking	Confirm the proper campaigns are added to your lead which will help us to understand your marketing channels efficiency	Not Included	Included
	Review Replies	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	Not Included	Included
Reporting	Progress Updates	Routine updates to keep you up informed on the reclassification progress	Monthly	Weekly
	Data Analysis	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	Quarterly	Monthly

Are you ready to streamline your CRM for better business outcomes?

Data Analysis and Reporting

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:

Data Assessment

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.

Client Consultation

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.

Data Cleansing

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.

Reclassification Strategy

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.

Implementation

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.

Training and Support

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.

Monitoring and Optimization

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.

Getting Started Is Easy - Follow These Simple Steps:

Grant Us Access

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.

Develop Missing Elements

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.

Keep Communication Open

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.