Is Dynamics 365 the Right CRM for Your Senior Living Facility?

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Prior to implementing any technology solution at your senior living facility, it’s important to evaluate how a particular solution will meet your requirements, alleviate challenges, and align with your overall business strategy and goals.

CRM has been the answer for many organizations looking to manage their customer relationships, collect customer data, and ultimately drive more sales. However, it should never be considered a one-size-fits-all solution.

Like any other business, senior living facilities need a CRM solution that is tailored to their unique business requirements and to industry standards and priorities.

The top priorities for senior living facilities include:

  • Increasing occupancy rates;
  • Improving customer satisfaction and retention;
  • Driving a better customer experience;
  • Decreasing operational costs, and;
  • Making data-driven decisions

A tailored and properly implemented CRM can help senior living facilities meet the above goals. In our experience, this could result in filling beds 30 days faster.

How to Get Started:

Finding the right CRM technology starts by answering these questions:

  1. What requirements does your organization have?
  2. What internal and external processes are key to your business?
  3. What is the state of your current IT infrastructure?
  4. What future technology initiatives does your organization have planned?

By determining your requirements and identifying your business processes, a CRM solution that best fits your business strategy can be designed.With this in mind, let’s take a closer look at the advantages Dynamics 365 and if it is the right CRM solution for your senior living facility.

Top Advantages of Dynamics 365 for Your Senior Living Facility

1. Dynamics 365 seamlessly integrates with other Microsoft technologies.

Your senior living facility is probably already using Microsoft products, such as Outlook, Excel, and Word. Dynamics 365 seamlessly integrates with the products your workforce love to use. Simple and easy integration with the tools your staff are familiar with help promote user adoption of a new platform.

2. Dynamics 365 is cloud-based.

The future is in the cloud. What’s more, cloud technology is quickly becoming a staple in organizations today. Investment in cloud solutions helps lower the total cost of ownership, enables business continuity, and provides flexibility and scalability. For senior living facilities, the cloud enables easy administration from any location and from multiple devices.

3. Dynamics 365 can be tailored to your industry.

In a previous blog post, we shared 5 cutting edge ways CRM can be used in senior living communities. It requires thinking outside the box and envisioning how CRM can be tailored to your business to gain a competitive advantage.

Consider implementing resident tracking and a custom portal for family members to use. Or, start finding qualified prospects through online marketing and social listening. What’s more, you can begin making data-driven decisions with advanced reporting at a click of a button.

Dynamics 365 makes all this possible.

You can read more about these 5 ways to use CRM for your senior living facility here.

Interested in learning more about how Dynamics 365 help your senior living facility meet your business objectives? We hosted a free webinar and demonstration of the tailored Dynamics 365 solution. The download will be available soon.

By | 2017-09-07T18:17:36+00:00 September 7th, 2017|Dynamics 365, Senior Living|0 Comments

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