Lasso made ramp-up and implementation easy
After finalizing the decision to go with Lasso, the Hunter Quinn team, supplemented and supported by their dedicated Lasso client director, started building the back-end elements. That included mapping out the prospect follow-up process, developing customized email templates, and defining various “what-if” scenarios.
“Lasso gave us all the technical support we could need throughout the implementation process,” Harper recalls. “They were always available to speak with us and focused very much on our priorities as users, including our business needs and what we want the program to do.”
Lasso’s implementation specialist and local sales rep handled user training, combining online and in-person courses. The training proved remarkably easy for a program that offers so much in the way of features and functionality.
Intuitive program design enables users to hit the ground running
“Lasso is not a hard program to learn, and that was one of the things we liked most about it,” says Harper. “There’s a real point-and-click aspect to the program, and you can learn the whole thing in just a couple of hours.” Once the program was live, life at Hunter Quinn got a whole lot easier and more productive.
“Bringing in Lasso has made all the difference in the world,” reports online sales consultant Madison Putnam. “I use Lasso every day—from the minute I walk into the office to the minute I leave. I’m talking to 10 or 12 people a day every day, and not only does Lasso allow me to organize the leads, but it also provides me with a follow-up process. When I open up the program in the morning, it tells me whom I need to follow up with, whether to call or send a text, check on whether they had an appointment or not, and so on. And Lasso tracks all our customer and prospect communications, so we can go into a lead’s profile and see all the phone calls, texts, and meetings we have had from the initial point of contact. It really does make an OSC’s job very easy.”