Streamline your sales and marketing processes, improve data accuracy, and enhance the experience for your prospects by integrating your assisted living sales CRM with the other technology your senior living community uses.

To begin, identify which systems you need to integrate with your CRM. The most likely candidates are your website, email marketing platform, marketing automation software, social media platforms, and customer service software.

After identifying your systems, determine who in your organization is responsible for each step of your sales and marketing pipeline so they are included in the workflows and given ownership over the technology for each step of your process.

Choosing the right integration tools is the next step. Many platforms offer pre-built integration tools or APIs (Application Programming Interfaces) that work to connect your CRM with other systems. You may also consider third-party integration tools that act as a conduit to get your data where you want it to go. Some popular third-party tools include Zapier and Make (formerly Integromat). 

Once you have chosen your integration tools, you need to set up data mapping to map the data fields between your CRM and your other systems and ensure data accuracy and consistency.

Depending on your community’s needs, you may need to customize your integration to automate specific tasks, such as tracking leads, lead nurturing, or customer segmentation.

After you integrate your CRM with other systems, train your team on how to use the new workflows and processes so they can fully leverage the benefits of the integrated systems.

Monitor your integration, and make adjustments as needed to improve and optimize your sales and marketing results.

Integrating your assisted living sales CRM with the rest of your technology stack can help you improve your conversion rates and increase your occupancy. As you gather data from your leads, you can leverage this information into more ways to connect with prospects.

 Waypoint’s Navigator tool easily integrates with your CRM, and engages with your senior living website’s visitors in real-time, providing relevant information, helping qualify leads and gathering contact information for follow-up.

Navigator reduces staff workload and improves efficiency by handling routine inquiries. And Navigator gathers feedback from website visitors by asking simple questions and providing surveys, giving you valuable insights into the needs and preferences of your audience. 

To learn more about how Waypoint can help you make the most of your senior living community’s online presence, contact us today!