We are excited to introduce some powerful new features for Eldermark NEXT CRM. These updates are based on user feedback and our commitment to providing the best tools for managing operations at your senior living community.
Here are the key features included in this release:
Delete Prospect Option
Maintaining an accurate and clean database is crucial for effective CRM management. With the new Delete Prospect Option, Org Admins and higher roles can now delete prospects that were added in error. This feature ensures data accuracy and helps manage data entry errors, especially during manual CRM data migration.
Key Benefits:
- Improved Data Accuracy: Helps keep the CRM database free of unnecessary records.
- Enhanced Data Management: Allows Org Admins to effectively manage and clean up data.
- Access Control: The delete option is only available to users with appropriate access levels, ensuring data integrity and security.
How it Works:
- A "Delete" option has been added to the actions menu on the Prospects screen, available exclusively to Org Admins and higher roles.
- The delete button is hidden for users without necessary access permissions.
- When a prospect is deleted, related records remain intact to preserve data integrity.
Resident Tab in CRM Contact Listing
To streamline resident management, we have added a new Resident Tab in the CRM Contact Listing. This feature caters to the needs of Sales Associates and higher roles, providing a dedicated space to view and manage a list of residents within the community, even if they did not originate as Prospects in the CRM.
Key Benefits:
- Efficient Data Access: Sales Associates can easily access and manage a comprehensive list of active residents.
- Enhanced Workflow: Sales counselors can create activities for residents directly from the Residents tab.
- Improved Resident Engagement: Simplifies the process of managing resident activities, supporting better engagement.
How it Works:
- A "Residents" tab has been added to the Contacts screen, providing a dedicated space to view and manage active residents.
- The tab displays an up-to-date list of all residents in the community.
Linking Prospects to Existing Residents
To address the common scenario of converting prospects to residents, we have introduced a feature that allows Sales Associates and higher roles to link a prospect to an existing resident. This functionality streamlines the conversion process and reduces the risk of duplicate resident records.
Key Benefits:
- Efficient Data Management: Maintains a cohesive and accurate database by linking prospects to existing residents.
- Enhanced Workflow: Facilitates a seamless transition from prospect to resident.
- Improved Customer Experience: Ensures accurate record-keeping and a smooth experience for prospects.
How it Works:
- When a prospect is ready to move in but has not been converted to a resident, a clinical user can add the prospect as a resident in the clinical system.
- Sales Associates can then link the prospect to the existing resident record, ensuring no duplicate entries.
Eldermark NEXT CRM: Built for Senior Living Needs
The Eldermark NEXT CRM is a powerful tool designed specifically for senior living communities. It centralizes sales and marketing efforts, connects directly to your care software, and provides built-in analytics and reporting tools to track sales and marketing performance. With features like automations and targeted messaging, the Eldermark NEXT CRM helps you efficiently move prospects through your sales pipeline and achieve your occupancy goals.
Top Features:
- Automations: Streamline your sales process with targeted messaging and CRM features built for senior living.
- Centralized Platform: Manage sales and marketing efforts from a single platform connected to your care software.
- Built-In Analytics: Track performance, prep your care team for move-in, monitor communication, and get insights into next steps.
- Mobile-Friendly: Access the CRM and digital marketing suite on the go.
We are confident that these new features will greatly enhance your experience with Eldermark NEXT CRM, providing a more efficient and streamlined workflow for managing your community. Schedule a demo today to see how easy it is to meet your occupancy and sales targets with our platform.
Thank you for your continued support and feedback as we strive to improve our platform to meet your needs.
