How to Improve Your Community with an Interoperable CRM

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Your CRM should adjust to suit your business needs, not the other way around.

Interoperability is the ability to integrate with other software. To best support your sales efforts, your CRM needs to play nice with the other tools you use.

It should generate precisely the reports you want, help you access the data you need, and allow all of your existing systems -- from sales and marketing tools to healthcare databases -- to talk to one another. If it doesn’t, it will cause more problems than it solves.

Here’s why interoperability is essential in a senior living CRM.

It improves your community’s efficiency.

Interoperability is all about efficiency. It moves data seamlessly from one application, operation, external service, or point of contact to another, without any data loss or extra effort.

A fully-integrated CRM:

  • Allows your sales team to enter information a single time, minimizing staff time wasted on data entry and other low-value tasks
  • Collects invaluable data on your prospects’ behavior and needs automatically without draining staff resources
  • Populates multiple systems, applications, and databases with precisely the data you need
  • Facilitates smooth connection with external organizations, such as referral services and healthcare systems

But, a CRM system that lacks interoperability will require too much effort and redundancy. If it can’t talk to your existing software or business system, you will have to either switch to a solution the CRM offers or continually replicate the data from your existing system into a format your CRM can understand.

You can opt-out of all of these annoyances by choosing a CRM that integrates with the rest of your systems.

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It improves your data security.

Interoperability is facilitated by Active Directory, which is a database management system that allows many different tools to talk to each other. One of the main features of Active Directory is single sign-on, which allows you to sign-on to multiple applications and tools through your CRM

This is a security and efficiency boon.

  • Active Directory puts multifactor authentication in place, adding an extra layer of security for all of your data, systemwide.
  • Active Directory manages all of your user access in a single place. You don’t need to set up multiple users for each tool, which streamlines setup processes.
  • Single sign-on also eliminates the security risks of managing disparate logins. Instead of creating dozens or hundreds of possible points of security breach with each tool and each user, a single sign-on system consolidates and tightens system security.

It helps keep residents satisfied.

Your CRM is not just a backroom business tool -- it informs the customer-facing aspects of your community. Your residents and prospective residents interact indirectly with your CRM whenever they interact with your community.

  • Residents receive bills generated by accounting software that pulls data from your CRM.
  • Residents rely on you to have up-to-date healthcare information, which requires your system talking to their providers.
  • Prospective residents fill out web queries or make calls to your community. Your CRM facilitates a timely, on-point response from your sales team.

If there’s a breakdown in communication -- between your CRM and your billing software, between your CRM and a resident’s oncologist -- your residents will feel it.

You rely on your business tools to enhance your business. Smooth functioning is impressive. Interoperability helps your residents notice not confusion, delays, and errors but productivity, timeliness, and perfection.

It’s the way of the future.

Gone are the days when an all-in-one tool will serve your community’s diverse needs. Full stack systems are a thing of the past.

You want a CRM that’s with you for the long haul. You need tools that scale up and evolve with you as your business changes -- from adapting new accounting strategies to partnering with new healthcare systems. An interoperable CRM helps you do just that.

Technology moves quickly, and if your CRM isn’t responsive to change and committed to flexible integration, it won’t be able to keep up. If your CRM doesn’t talk to your other systems, it’s time to start looking for a new one.

Interested in learning about EnquireLEADS’ integrations? Check out our App Center.

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