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Customer Relationship Management (CRM) with Carevium Senior Living Software
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Carevium CRM Benefits Overview
• Complete tracking system for all generated leads and incoming referrals
• Increase conversion of lead prospects into residents
• Manage all discussions and activities with current prospects
• Understand quality of lead sources and distribution of leads among multiple facilities in comprehensive report module
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Carevium CRM Users
• Assisted Living Facilities
• Memory Care Communities
• Residential Care Homes
• Independent Living Communities
• CCRCs
• Lead Generation or Referral Agencies
• Marketing Agencies
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Features of Carevium CRM
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Manage Prospect Information
• Store all necessary info for new prospects in one place (contact info, type of care, unit type, expected move-in date, payer, referrer, and lead stage)
• Make edits whenever necessary
• Download or print prospect list
• Drill down to each prospect’s profile as necessary to see details
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Lead Searching Features
• Sort lead order by contact or prospect last name, lead date, or stage
• Segregate and view leads by choosing among various search options – Sales Stage
– Lead Class
– Sales Staff
– Placement Location
– Source Type
– Referrer
– Lead Date
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Referrer Database Maintenance
• Use Referrer module to enter new referrers as new relationships are built
• Use this referrer database in a drop-down format to categorize leads as their info is entered
• Search for leads based on particular referrers
• See charts to see which referrers generated the most leads
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Organize Follow-up Activities
• Easily schedule follow-up activities for any prospect using drop-down menus
• See all activities neatly displayed in calendar format
• Be reminded by alarm icons for overdue or today’s pending activities
• Receive e-mail / text / push notification alerts when activities are due or overdue
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Lead Follow-up Activities Calendar
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Track Follow-up Notes
• Easily enter notes related to any follow up activity
• Read notes in combined prospect list or drill down and read in individual prospect’s history
• Quickly remember all important aspects of discussions and visits
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Analyze Leads
• Use transparent graphs and tables to understand various statistics about current leads
• Facility marketing directors can visualize how leads are segregated by source, referrer, staff, sales stage, or class
• Corporate administrators can analyze leads by community, location, or facility
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Leads by Referrer
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Leads by Sales Stage
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Leads by Community Type
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Carevium CRM Summary
• Easy to use, no learning curve
• Cloud based, Always available, Access anywhere – in the office or on the road – not tied to your work desk
• Mobile enabled, Use on iPad or Android tablets
• Support for multiple facilities, management groups
• Support for multiple sales staff
• Custom configured for you
• Don’t let another lead fall through the crack
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