David Yost

The “Paper Trail” Problem: Before SalesRabbit, Safe Haven’s process was entirely manual. Leads were printed on paper sheets and handed to field reps, who marked them up by hand.

The Administrative Cost:

• Manual Entry: Managers had to manually transcribe handwritten notes into Excel spreadsheets every single day.
• Time Loss: This process consumed approximately two hours per day, per office.
• Inefficiency: With 100 offices, Safe Haven was losing 200 hours of management time daily to pure data entry.
• Accuracy: Paper documents were prone to errors, often requiring four-page contracts to be filled out by hand with customers.

The Implementation: Safe Haven transitioned to SalesRabbit to digitize the entire field-to-office pipeline.

Key Transformation Points:

• Lead Automation: Instead of manual printing,10,000 leads are imported into SalesRabbit daily and assigned to reps digitally.
• Seamless Dispositioning: Field results are synced to the integrated CRM system instantly when a rep pushes a status button.
• Digital Documentation: Four-page paper contracts were replaced by SalesRabbit digital forms, which reps can complete on-site in half the time with complete accuracy.

Optimizing the Field Force: Safe Haven has identified a “sweet spot” for field activity to ensure their 10,000 daily leads are maximized.

• Targeted Volume: Each rep is assigned a target of 30 leads per day.
• Time Block Strategy: Reps utilize “recon time” between 2:00 PM and 5:30 PM to mark off non-movers and talk to available owners.
• Prime Time Execution: The digital map allows reps to focus their prime selling hours (5:00 PM to 8:00 PM) solely on confirmed homeowners.

Establishing Trust Through Data: With hundreds of reps in the field, Safe Haven uses SalesRabbit to verify that “courageous warriors” are actually hitting the doors.

• User Locations: Managers monitor real-time locations to ensure reps are in their assigned territories rather than at home.
• Proximity Indicators: This feature verifies that a lead was dispositioned while the rep was physically standing at the door.
• Eliminating Patterns of Fraud: Managers can now identify patterns where reps might be “pretending” to work by marking leads as “Not Interested” from their couch.