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Watermark Leverages Cutting-Edge Prospect Tracking Technology to Boost Sales

Winter 2024
December 23 2024
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A person on the phone.

Earlier this year, Watermark transitioned to a new call tracking system, and the results have been outstanding. Integrated as a key support structure of our Sales by Design training program, this advanced system provides invaluable tools for coaching and developing our sales teams. The switch has not only delivered significant savings and enhanced functionality but also strengthened collaboration between our Marketing and Sales teams, empowering them to better connect with prospects and drive results.

The new system, powered by Invoca, has recently earned Watermark recognition in a case study by the vendor. The case study highlights how we’ve utilized Invoca to elevate our marketing efforts through improved attribution, optimized call quality, and enhanced sales execution. With Invoca, we can precisely track marketing-driven phone leads, enabling smarter budget allocation and stronger campaign performance.

A standout feature is Invoca’s Signals, which use tags to categorize calls and extract valuable insights. These insights help us understand key moments — like when community tours were discussed or reservations were made for events — allowing us to fine-tune our strategies and provide a better experience for our callers.

Switching to Invoca has proven to be a win-win for Watermark, delivering both cost savings and advanced tools that empower our teams to work more effectively together.
 
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On the Mark is an exclusive resource for our partners that provides a glimpse inside Watermark Retirement Communities. View more stories about our continuous innovation, current challenges and how we’re overcoming them, the unique approaches we take, and solutions we develop to succeed in the complex business of senior living.

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