What We Share

Analytics & Business Intelligence

Customer Segmentation

We grow businesses by tracking and optimizing the performance of customer segments.
Insightful strategies are developed using a unique combination of analytics tools such as SAS and Tableau in combination with resources and data appends that segment customers and profile their behavior. Performance is then tracked and optimized through third-party integration systems such as zingFit and Salesforce.

For example, Tone House proved its business model in less than 2 years. As a result, Town Sports International, one of the leading owners and operators of fitness clubs in the Northeast and Mid-Atlantic regions of the U.S., launched a high-profile partnership with Tone House.

Data Mining

We increase sales and improve marketing efficiency by using a custom approach to data mining.
For example, we used Amazon Product Pricing APIs and historical sales data from a wholesale distribution client’s own CRM, appended additional product attributes (such as Amazon sales rank) to existing inventory catalog, which enabled them to double their sales within their Amazon channel in less than 60 days.

Financial Analysis

We maximize business growth while minimizing expenditures as well as streamline the budgeting process without disrupting business operations.
This is because we use customized financial instruments and proprietary complex modeling techniques to plan and assess the viability, stability and profitability of current businesses, sub-businesses, future projects and potential ventures.

Price Optimization

We identify opportunities to optimize pricing, company profits and key consumer metrics.
By analyzing external and internal pricing trends, we develop proprietary pricing management strategies. For example, as a result of 4% improvement on U&C pricing, the number of members increased by tens of thousands for prescription discount card companies.

Reporting

We improve business intelligence and knowledge management through reporting.
We do so by developing custom systems that implement extract, transform, and load (ETL) procedures in coordination with data warehouses using SAS, Tableau, SQL as well as one or more proprietary sales and operations reporting tools.

Strategic Planning & Development

We have a unique, collaborative culture to leverage strong minds and areas of expertise for strategic business growth.
As a result, we specialize in quality management, problem solving, process improvement, statistical analysis, requirements analysis, financial planning and growth strategy.

Culture

Company Culture

We identify a brand purpose that fuels sales growth.
Company culture is underscored with key, strategic nonprofit partnerships, to inspire loyalty and passion that, in turn, maximize productivity. For example, Watertree Health has been able to recruit a highly motivated, purpose-driven sales team, which can be attributed to the company’s nonprofit programs.

Personal / Leadership Development

We use unique principles to develop leaders and promote from within to foster loyalty and accelerate sales.
For example, in 2016 Watertree Health achieved its fifth year of being the fastest growing company offering a prescription discount card in America—this can be attributed to 100% retention of its leadership team.

Customer Acquisition & Retention

Direct Mail/Direct Response

We optimize results and lower costs of high-volume campaigns.
This is done by buying from non-traditional lead sources, creating customized, real-time reporting on acquisition to constantly improve buys, segmenting customers and profiling their behavior, and using proprietary methods to design creative tests that provide the most learning and help streamline production.

During a 6-month period, we increased response rates by over 14% and reduced mail costs by over 9%. Overall, mail volume quadrupled, while acquisition costs were lowered by over 17%.

Internet Marketing

We engage and convert existing and potential customers online.
This is achieved by establishing proprietary, automated processes for managing Google ad words, creating custom reports using Google and other analytic tools, designing unique retargeting methods, successfully targeting via Facebook ads, optimizing real-time bidding platforms, and utilizing other media buying software and online tools.

During a one-year period, we optimized ad relevance and bid management to drastically lower acquisition costs. Even with ad spend doubling, click through rates increased by over 828%, and average cost-per-click decreased by over 44%.

Finance and ERP Solutions

Centralized Company Management

We efficiently onboard and manage client companies.
By utilizing proprietary software that centralizes vendor, customer, general ledger chart of accounts and financial statement setup and management, we create cost and time efficiency through maintenance of a standardized set of records shared by all client companies.

Business Intelligence Solutions

We give executives the tools and insights to manage and evaluate the performance of their departments and take appropriate action.
Executives have access to custom business intelligence through a Tableau dashboard, equipped with more than 5,000 financial and KPI reports, which apply to management, sales, marketing and all support services.

Budget, Planning & Financial Forecasting

We enable executives to focus on data and what-if scenarios to provide better decision-making and financial forecasting.
Our customizable software has multi-entity reporting capabilities that include income statement, balance sheet, cash flow, and defined segments such as department, location or customer.

Marketing

Brand Management

We maximize sales by building brands that are not only compelling and engaging to consumers, but also drive company loyalty and provide a unique, competitive positioning.
For example, through proprietary, insightful analysis we determined the important brand values for Acquire Health’s USA Medical Card and built an integrated marketing effort around them. This has resulted in a direct dialogue with consumers on social media, an A+ rating from the Better Business Bureau, and a 10%+ increase in customers.

Internet Marketing

We engage and convert existing and potential customers online.
This is achieved by establishing proprietary automated processes for managing Google ad words, creating custom reports using Google and other analytic tools, designing unique retargeting methods, successfully targeting via Facebook ads, optimizing real-time bidding platforms, and utilizing other media buying software and online tools.

During a one-year period, we optimized ad relevance and bid management to drastically lower acquisition costs. Even with ad spend doubling, click through rates increased by over 828%, and average cost-per-click decreased by over 44%.

Public Relations

Our public relations strategies and tactics capture the attention of reporters online to get coverage offline in broadcast, print and other media. Screen-Shot-2016-07-05-at-3.51.03-PM

Social Media

Our social media drives traffic and increases product sales.
We formulate a unique and compelling voice for content, as well as create and optimize campaigns to reach goals. For example, engagement rate for Watertree Health is significantly better than industry norm.

Operations

Call Center Operations

We optimize relationships with key target segments and, in turn, maximize sales by establishing custom, in-house call center operations.
Through tailor-made scripting software and custom integration with Acquire Health’s system requirements, we decreased abandonment rates by 89% (now only 3%) and resolved issues faster with average call length decreased by 37% (now only 2:59). This increased customer satisfaction, improved management and established KPI reporting and standards.

Inventory Management System

We maximize budgets, reduce inventory costs and create no “out-of-stock” issues.
By installing a custom inventory management system that interfaces real-time product demand with distribution and unique printing/mailing solutions, for example, we saved Watertree Health 80% on production and on average 40% on shipping costs as well as reduced shipping lead times by 50%.

Philanthropy

Corporate Social Responsibility

We identify key nonprofit partners with similar missions to strengthen the company’s purpose, which resonates with consumers as well as fosters loyalty, productivity and morale of employees.
For example, in 2016 Watertree Health celebrated its fifth year of being the fastest growing company offering a prescription discount card in America due in part to a highly engaged and motivated sales team.

Sales

Business Development

We grow businesses by tracking and optimizing the performance of customer segments.
Insightful strategies are developed using a unique combination of analytics tools such as SAS and Tableau in combination with resources and data appends that segment customers and profile their behavior. Performance is then tracked and optimized through third-party integration systems such as zingFit and Salesforce.

For example, Tone House proved its business model in less than 2 years. As a result, Town Sports International, one of the leading owners and operators of fitness clubs in the Northeast and mid-Atlantic regions of the U.S., launched a high-profile partnership with Tone House.

Recruiting and Retention

We optimize recruiting and retention.
By using proprietary data analysis to develop a profile of the successful sales rep, we target recruits online using exclusive tools and then track performance of recruiting programs real-time to maximize budget. We also accomplish this by establishing a brand purpose to foster loyalty, productivity and morale as well as by promoting from within.

For example, Watertree Health has a very high retention rate for the sales team – 70% versus 15%, which is the norm for commission-based positions.

Sales Force Development

We develop the sales force using unique principles that emphasize servant leadership, personal growth, and promotion opportunities.
For example, Watertree Health has developed a proven formula for success that has allowed 200+ individuals from diverse backgrounds to earn significant income, which exceed their expectations. Their stories of achievement, passion, and dedication can be viewed at: JoinWatertreeHealth.com.

Training

We quickly scale sales teams and see business results.
This is achieved by creating a training module that is unique in terms of organization, consistency, team mentality and team goals.

For example, Watertree Health reps see immediate sales results versus industry norm of taking 30-90 days to develop accounts and achieve sales.

Technology

CRM Systems

We develop and integrate for both open source and custom CRM systems.
We create and maintain both commercial and open source CRM systems including Salesforce, SugarCRM, SuiteCRM, and vTiger, as well as develop completely custom CRM/ERP solutions from the ground up using both Zend Framework and Laravel in combination with MySQL, MS SQL and MongoDB databases.

Mobile Development

To increase sales, we develop both B2B (i.e., for a sales force in the field) and consumer applications.
For example, we have created award-winning consumer apps like the Sun Trolley Tracker and numerous educational games. As well, we developed an app for the spirits industry that provides sales force with account information, recipes and ROI calculator to improve effectiveness in the field.

Project Management

We have a successful, agile approach to managing project teams of any size, located anywhere and of any size budget.
Including both local and international teams of as many as 30 people at any one time, and projects with annual budgets of nearly $500,000.

Software Development

We develop across nearly every platform, including desktop, mobile, web, and phone/IVR.
To date, we have completed over 100 custom software development projects across a variety of industries.

Web Development

We have broad expertise and experience in creating websites.
Over 200 websites have been designed and developed using WordPress, Joomla, other website platforms and custom CMS frameworks, for businesses across nearly every industry in addition to nonprofits and governmental organizations—everything from e-commerce to customer service.