Critical Senior Living CRM Tool Applications

Are you a senior living operator looking to improve your customer relationship management (CRM) strategy? If so, you're likely aware of the importance of tracking and analyzing key metrics to better understand and attract potential residents. However, with so many data points to choose from, it can be difficult to know where to focus your efforts.

That's why we've put together a comprehensive marketing resource along with this guide to the critical senior living CRM tools that will help you track important metrics and reach your goals. From applications that can help you capture important data points to the ways you can generate actionable insights, we'll cover everything you need to know to reap the most benefits from this amazing software. 

Applications of CRM Tools in Senior Living

A comprehensive CRM solution is invaluable to senior living communities, allowing you to stabilize occupancy, centralize information, and track the status of your leads.

Stabilizing Occupancy

Stabilizing occupancy is undoubtedly one of the biggest challenges facing the senior living industry, which had an overall vacancy rate of 15.6% in 2021. It's a tricky challenge to maneuver. You want to provide the best care possible for your residents but, at the same time, you need to ensure that your occupancy rates remain stable to keep running.

That's where CRM tools come in. They can help you manage your interactions with potential residents and their families. By keeping track of these interactions, you can gain insights into what's working and what's not regarding filling your community with residents.

There are several ways that you can use CRM tools to combat occupancy challenges, including:

• Tracking leads to nurture them throughout their journey to becoming a resident
• Using data on existing residents to tailor your marketing efforts towards the people most likely to move in
• Keeping track of your community's reputation so you can monitor and respond to online reviews and social media mentions

Data Entry Assistance

Data entry can be a tedious and time-consuming task. Especially in the senior living industry where there's a lot of information to manage. However, by using CRM tools to assist with data entry, you can save time, reduce errors, and ensure that your data is always up-to-date and accurate.

How so?

CRM tools automate the data entry process by  automatically importing data from external sources or integrating with your communication tools, such as:

• Email or call logs
• Electronic calendars
• Spreadsheets
• Forms
• Surveys

This means you don't have to waste time manually entering the data into your system. You can also easily integrate this data with your clinical solutions to automate that workflow, giving you a more comprehensive review of your residents and their needs.

Another way CRM tools can help is by providing pre-built templates and forms that allow you to capture all the relevant information quickly and easily. You can even customize them to your specific needs, ensuring you collect the data you need to make informed decisions. 

Centralization of Information

Lastly, CRM tools can provide a centralized database. You can store all of your data in one place, making it easier to manage and analyze. This means your admin team doesn't have to search through multiple spreadsheets or documents to find the information they need.

In addition, you can easily share data with other members of your team, ensuring that everyone has access to the same information. CRM tools also provide customizable dashboards so you can see trends and patterns at a glance. 

Finally, they provide automated workflows that can help streamline your processes so you can ensure everyone is informed and up-to-date without having to manually send emails.

Critical Senior Living CRM-Derived Insights

CRM software has numerous applications that can greatly benefit any senior living community. So, what useful features can you use to get the most out of your CRM tools? Consider three below.

Lead Source Analyzing

Lead source analysis allows you to track where your leads are coming from.

Here’s how it works: When a lead contacts your community, their information is entered into your CRM system. This includes the channel through which they found your community (Google Ads, social media, or referrals).

The lead source analyzing feature allows you to examine this data to identify which sources are generating the most leads. Then you can adjust your marketing strategy to focus on the most effective channels and maximize your return on investment (ROI).

Lead Status Tracking

Lead status tracking allows you to manage and track potential residents' interactions with your community, from initial contact to admission. With this feature, you can easily manage your pipeline and ensure that you're following up promptly.

When a potential resident first contacts your community, their information will be entered into your CRM tool, creating a new lead. Then you can track every future interaction with your community, including phone calls, emails, and in-person visits.

This allows you to see how engaged they are and whether they're ready to take the next step.

As you interact with the lead, you can update their information in the CRM tool, including:

• Level of interest
• Any concerns they may have
• The next steps in the admissions process

Lead status tracking helps you keep up with the lead's progress and ensures that you're providing them with the information and support they need to make a decision.

Communication Channel Tracking

Communication channel tracking allows you to keep track of all interactions with potential residents across multiple channels, including:

• Email
• Phone calls
• Your website
• Text messages 
• Advertisements

When a communication is made with a potential resident, the CRM tool captures and records the details of that communication. It then stores the information, allowing you to access it at any time and reference it in the future.

It also allows you to set reminders to follow-up, ensuring you stay in touch with candidates in a timely manner. In these ways, you can ensure you:

• Meet the needs of your potential residents
• Identify areas for improvement in your communication strategy
• Keep all stakeholders in the loop

Solution Benefits

Our comprehensive senior living CRM solutions help you:

• Improve communication
• Streamline processes
• Eliminate tedious tasks

These can all be game-changers for senior living communities looking to improve their operations and occupancy levels! 

Whether you're a small community or a large-scale operation, our robust software can help you stay organized, reduce costs, stabilize occupancy, and ultimately lead to happier residents.

Would you like to learn more about how Med e-care can help you?