Salesforce
Taylor Morrison
CONTRACT OPERATIONS
SAFETY
WHERE IN THE &#%$
DO I FIND THIS?
DO I FIND THIS?
100
Notes from visit MUST HAVES when registering prospect.
Heart of Home notes, personalized details for future follow-up and future tasks created. Co-Pilot is your assisant!
100
1880
The year George Wimpey started his company that was eventually purchased by Taylor Morrison.
100
Must Chatter @COPS in BLUE.
So they have a clue! The @COPS goes to entire team.
100
Must be worn until home is substantially complete.
Hard Hat
100
Book a Trainer
Sharepoint/Salestraining/Book a Trainer!
200
120
Required minimum number of logged calls/emails to prospects every month.
200
The Chunnel, London Heathrow Airport, Main Street U.S.A. at Disneyland Paris.
Major international architectural achievements built by TM!
200
The contract will go out when the CSM clicks.
EMD?
200
Blue folder
Text chain with every employee in a community. If anyone is uncomfortable because of a customer - text the team and ask for a BLUE FOLDER to be brought ASAP. Everyone should come to you at once.
200
Request time off
Workday!
300
MOGLI
The way to text customers through Salesforce so there is always a record of the communication. This helps you, the customer and other departments! Also, if someone is transferred, the new CSM has a great history to pick up from.
300
2013
The year Taylor Morrison went public on the New York Stock Exchange.
300
Delays contract from being sent out.
Missing or incorrect documents or names?
300
Incident Report
When customer falls or is injured, CSM must complete form and send in ASAP/Immediately. If Employee gets injured there is an Employee Incident form must be done ASAP as well..
300
Heart of the Home Details
Sharepoint/Sales/Heart of Home
400
ABCD's
How CSM's rate customers based on their being ready willing and able to purchase with timeframe and other factors included.
5 A's/25 B's/50 C's
A Now to 30 days
B 2-4 Months
C 4/5 Months to a Year
D A year+
400
11
The number of years in a row, we have been named America's Most Trusted Home Builder by Lifestory Research.
400
Need COPS help?
What is Book a COPS Trainer?
400
A customer falls, it is this one that covers medical bills?
It depends. There will be an investigation and many factors contribute. Don't say sorry and only try to help as you can. If they need medical help, do not hesitate to call 911.
400
Pre-Contract documents for your community location
T Drive/Pre-Contract Sales Docs
500
60 Days
The amount of time a customer is assigned to you without additional contact from you. After 60 days - any other CSM can help the customer without the original CSM participating.
500
Banner Hospital and Extreme Makeover
Taylor Morrison built just under a dozen homes for Banner so families going through treatments wouldn't have to pay for accommodations to be near their family members in hospitals. That same year we built a home for Extreme Makeover Home Edition in Mesa, AZ>
500
Earnest Deposits Documentation
Deposits must come from one of the buyers on the purchase agreement!
500
Site Visitation Guidelines
Visits must be scheduled with you and hard hats and covered shows must be worn, no young children on site as well.
500
Size of AC system for homes in your community location
.
Blue prints
lue Prints