CRM for Senior Living Facilities

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Customer Relationship Management Software for Senior Living Facilities

Keep your Sales and Marketing Teams focused on your new Residents, not your software limitations

We'll provide your business with Lead, Contact and Opportunity visibility that drives long-lasting Revenue Growth. Understand how to best engage each client, track your relationships and increase revenue.

Our Microsoft Dynamics CRM consultants will help you design, implement and integrate the Microsoft Dynamics CRM solution that is specifically tailored to meet the needs of a Senior Living Facility. Once your CRM strategy is implemented and underway, we'll be there to support your team. We will help to standardize your sales, marketing and intake process. Standardization is key in training new staff effectively and implementing consistent procedures across your organization's various departments and physical locations.


Grow your business profitably

Use built-in digital intelligence and automated business processes to increase your revenue while measuring (KPI's) Key Point Indicators


Sell more by staying focused

Maximize your sales team’s performance by reducing distractions and helping them focus on fostering leads from initial interaction until they become residents in your facility.


Work smarter to win faster

Powerful sales management software to close deals faster by working more efficiently, collaborating better, and applying smarter insights.

Microsoft Dynamics CRM is now a part of Dynamics 365.

Find out the exciting, seamless way Microsoft has packaged your CRM and ERP needs into one business platform with Dynamics 365. Find out More!

What is CRM?

Customer relationship management (CRM) is the electronic visibility and maintenance of relationships, and the tracking of information, sales, and communications – all in one place. CRM systems provide a channel for categorization, organization and company-wide accessibility to data at your fingertips across all devices.

As one of the nation’s leading Microsoft Gold Certified Dynamics CRM partner and a proven leader in CRM strategy solutions, we have successfully implemented large, complex CRM solutions all across the country.

Key Functionality Components


Leads

Creation, tracking, and management through entire sales cycle


Accounts/Contacts

Relationships, participation in activities and hierarchy


Opportunites/Products

Creation, tracking, visibility, and monitoring


Activities

Task, calls, emails, appointments, and surveys


Cases

Service Management, tracking, and visibility


Workflow

Automation of process and handoff of activity responsibility

How does a CRM system help you?

CRM tools centralize customer information, automate marketing interactions, provide business intelligence, and facilitate communications for increased productivity. A CRM product tracks sales opportunities, analyzes data, and allows you access to the information you need to deliver the best results for your customers.

Customer relationship management solutions make the client-related functions of business streamlined and more manageable. Juggling marketing campaigns, data analysis, meetings, customer service, and more is a tall order. Microsoft Dynamics CRM unites these functions into one solution. We've tailored the Out of Box functionality to align with the Business Requirements of Assisted Living Facilities and Home Health Care Organizations

Learn more about what Microsoft and E-Tek has to offer.

Why Microsoft Dynamics CRM?

  • A flexible solution, that’s easy to customize
  • Integrated to your Microsoft applications like Outlook, Office and Excel and your ERP System
  • Available online (SaaS) Software as a Service. Eliminates the need for IT support team
  • Online Saas (Software as a Service) model – available on any device, anywhere
  • Many other add-on products available that integrate out of the box.

 

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