The fundamentals driving the Senior Housing industry, viz. the aging of the population and the need to better manage health care costs, will continue to provide strong demand for Senior living services. However, Senior Housing operators face challenges in maintaining target occupancy levels while minimizing sales and marketing costs. As the industry consolidates, multi-community Senior living operators must share lead generation efforts such as referral development and marketing campaigns across communities in order to maximize occupancy while minimizing costs.
Pivotal CRM Senior Living Edition is a comprehensive Sales and Marketing System designed specifically for the Senior Housing Industry. Unlike other industry specific Senior Housing CRM solutions, Pivotal CRM Senior Living Edition operates on a single, integrated multi-community database with essentially unlimited options for tailoring access to data based on various user roles. For example, a traveling, shared sales representative could use Pivotal CRM Senior Living Edition to manage sales and referral development activities on behalf of several different communities and managers could measure performance for individual communities or for the individual sales representative across communities.
In addition to support for sales and marketing resource sharing, Pivotal CRM Senior Living Edition provides a full complement of productivity tools that supercharge a sales representative’s efforts. For example, Pivotal CRM Senior Living Edition can be configured to automatically generate certain time phased personalized communications, either email or direct mail, based on user defined rules. The result is that Leads and Referral Sources are developed faster and with fewer resources.
Pivotal CRM Senior Living Edition is designed to scale from smaller, regional operators to the largest operators supporting thousands of sales and marketing professionals; however, the common benefit to operators of any size is the ability to do more with less.
Pivotal CRM Senior Living Edition CRM Features
Get the Most out of Your Sales and Marketing Resources
Pivotal CRM Senior Living Edition supports cross community lead, marketing, and referral source sharing through a single, integrated sales database so that sales and marketing resources can be applied and measured how, when, and where they are most needed. For example, a single resource can focus exclusively on referral development activities across several different communities.
Accelerate the Sales Process
Nurture leads through targeted, time phased, personalized communications through multiple channels including web, print, phone, and email. Sales resources have limited time to ensure that all Leads are being developed to their maximum potential. By complementing phone and face-to-face communications with time phased, mass personalized communications, Senior Living operators are able to develop more leads with fewer resources.
Optimize Lead Distribution Across Communities
Segment shared leads to meet the unique needs of each community’s occupancy requirements. With a single, integrated database, Leads are shared among communities with a click of a mouse so that each Community may benefit from the collective sales and marketing efforts of the entire organization to ensure that prospective residents are matched with the community that best meets their needs.
Enable Continuous Sales Process Improvement
Pivotal CRM Senior Living Edition provides management with a real-time view into all sales and marketing efforts. Pre-defined and customizable reports allow management to understand macro level trends in real time as well as how individual communities and sales representatives are performing relative to objectives. With a real-time view into sales representative performance, managers can provide guidance and assistance at the time it will be most helpful.