Transitioning to a New CRM System

Changing CRM Systems Painlessly and Successfully

Transitioning from one CRM system to another can be a difficult challenge filled with roadblocks, resistance, and technical problems. But it doesn’t have to be that way. Learn how to manage the changes and avoid the common obstacles that get in the way of a smooth transition.

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CRM Software Terms and Definitions

CRM Software Terms and What They Really Mean

If you’re trying to pick a CRM tool for your Senior Living community or CCRC, it’s easy to get lost in a sea of confusing terminology. A word might mean one thing to you, but something entirely different to someone else. Learn what several common CRM terms really mean.

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Great Sales Team

How to Build a Successful Sales Team

There are 2 key components to building a successful senior living sales team: training and sales process. Unfortunately, providing ongoing training and maintaining a simple, effective sales process get overlooked far too often in the Senior Living industry.

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Getting More Leads at Trade Shows

6 Tips for Getting More Leads at Trade Shows

Trade shows can be your best source of ideal prospects ready to buy. Or they can be a complete waste of your time and marketing dollars. Too many companies come back with fewer leads than they should. Learn what you can do to make your next trade show a success.

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Making the Most of Your CRM Reporting Tool

Getting the Most Out of Your Senior Living CRM Reports

Getting reports out of your CRM tool that show you the metrics and performance indicators you value most can be a frustrating experience. But that often has little to do with the reporting capabilities of your CRM software. Find out how to get the most of your CRM reports here.

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Baseball and Senior Living Sales

Baseball and Selling for Senior Living Communities

Baseball season just got underway! Whether you’re a baseball fan or not, the game of baseball has a lot to teach us about selling senior living. Now you might be thinking baseball and sales are completely unrelated. You’re not wrong, but there are a lot of parallels.

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Final Four and Buying and Selling Senior Living

March Madness and Buying and Selling Senior Living

If you want to win your March Madness pool, you know how much thought and analysis goes into picking each game. It’s a lot like buying and selling in Senior Living. They involve evaluating the field, studying each choice, and narrowing it down to the final contenders.

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Attracting Baby Boomers to Your Senior Living Community

Attracting Boomers to Your Senior Living Community

Tens of millions of baby boomers will enter retirement in the next decade. Many of them will be looking to move into a Senior Living community. But not just any community will do. Learn how your community can appeal to this massive pool of potential residents.

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Data Security for Senior Living Communities

What Data Security Means to a Senior Living Community

Senior living communities store and have access to a lot of resident personal and health information. That makes data security absolutely critical. But what is data security and how can a community ensure that their residents’ data is safe? Learn what steps your organization needs to take.

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Work Smarter...Not Harder. Or not.

Is Work Smarter, Not Harder Good Advice for Selling?

We’ve all been told to work smarter, not harder. In many cases, that’s good advice. But what about when it comes to sales and selling? Can you attract more prospects and move-ins just by working smarter? Find out why work smarter not harder might not be the right approach.

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