Taylor Reporting

123 Dwight Rd Ste 101
Longmeadow, MA 01106

Taylor Reporting Solutions specializes in helping life plan communities optimize their CRM systems to enhance lead management and marketing automation. Their expert services range from CRM optimization and data analysis to training staff and providing tailored reporting, all aimed at improving sales results and streamlining operations.

Founded by Kate Fletcher and led by President Jessica Shorin, the company combines a passion for data with a dedication to effective CRM design. They focus on empowering teams and facilitating strategic growth by uncovering valuable insights from data, enabling clients to build stronger relationships with prospects and ultimately increase sales.

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