In today’s hyper-speed communication culture, contact with clients needs to be quick and efficient. This video, narrated by elder care service directory RetireLife founder and CEO Megan Shea, highlights some of the useful Customer Relationship Management (CRM) tools and strategies for managing client outreach, including creating mass e-mail communications and scheduling phone conversations. Shea also explains how to use CRM to track of the performance of previous marketing campaigns to better plan future outreach. Aging services professionals can implement these practices to ensure consistent communication with adult children, caregivers, and their professional referral network.
Since the average sale in the aging services industry takes about 3 months, CRM systems can be used to set reminders for follow-up that may be further in the future than a simple sticky note can keep track of. Not only can you document and schedule your own communication, you can also make sure your employees are following up with clients in a timely manner, and track stages of the sales cycle for multiple leads across your company. Shea goes into detail about how to use CRM tools, specifically looking at the Zoho program she uses at RetireLife. Check out the webinar now to learn more about how CRM can drive more sales to your business!