TIPS FOR CHOOSING A SENIOR LIVING CRM
DETERMINE A FACILITY’S NEEDS
Dependingonthepurposesofthe facility’ssalesandmarketing departments,differentCRMsoffer differentoptions
DECIDE WITH GROUP HOW MUCH CRM “GROWTH” IS NECESSARY
AdministratorsneedtoseekaCRMsystem thatcanbeadaptedandchangedin accordancewithsalesandmarketing goals
SELECT A CLOUD-BASED, OR ONSITE SOLUTION
Staffcannotremotelyaccesson-premise softwarebecauseitworksofflineandis ownedbythecompany BecausecloudbasedCRMscanbeaccessedfrom anywhere,theyarehelpful
EXPLORE DATA IMPORT AND EXPORT OPTIONS
Dataoncurrentandfuturecustomers istheprimaryfocusofaCRM Asenior livingCRMadministratormayneedto importorexportdatafromanexternal source
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