Proven Data Migration Experience
Switching CRM systems is a scary proposition for most Senior Living communities. The biggest question is, “Will we be able to migrate our valuable data from our old CRM to our new CRM?”
With Continuum CRM as your partner, there’s no need to worry. The Continuum CRM team has over 20 years of Proven Data Migration Experience. We have successfully executed migrations from countless systems, including MatrixCare® REPS™ Leads.
Our team seamlessly transfers your data to Continuum CRM using our Reliable and Robust process which covers all facets of data migration from extraction and translation to cleansing and validation. You’re never left to wonder if your important customer information, wait lists, custom data fields, and historical activities will transfer into Continuum CRM.
Key components of our data migration process are:
- Analysis and Inspection to validate data quality, pinpoint required data, and highlight gaps in the data of your current system
- Detailed Mapping and Transformation exercises to define migration rules, cleansing routines, and final execution plans
- Client Involvement and approval every step of the way to ensure successful migration and Continuum CRM adoption
Reliable Project Execution
When transitioning to a new CRM, you cannot afford to spend countless hours directing the CRM team on how to integrate your new software into your existing culture. Our Project Consultation team works with you to develop a solid plan and schedule, taking your current operations and systems into account.
We manage your project from the initial kickoff meeting to sales process configuration through final user training. Our Senior Living expertise and thorough project management ensures successful community rollouts and peace of mind for a smooth transition.
The Continuum project team performs all the behind the scenes work while keeping your team up to date with weekly project consultations. This allows your team to focus on selling.
Training and Learning Programs
Your Continuum CRM license includes access to our Online Learning Center which has over 100 short videos with detailed instruction. Each video is only 1-3 minutes long making the training easy to consume.
Your online experience is reinforced with live online training sessions. Optionally you can choose on-site training services with one of our Senior Living experts who have experience in large multi-site CCRCs.
Do you need role-based dashboards that have meaning and provide important metrics to each person on your team? We have that.
Do you want real time information on metrics such as deposits, tours, Prospect Engagement Score, or occupancy at a glance? We have that too.
Do you need a set of robust reports that can provide guidance on strategy and results of the team’s success? We have that too.
And if we don’t have a report you want, you can easily create one without having to pay an administrator from Continuum to build it for you. Our simple data filtering system puts the power of report customization in your hands with just a few clicks.
Configurable dashboards and reports give each user the information they need in a moment’s notice. They also include drill-down functionality, so you can dive deep into more data without losing your place in the CRM.
Do you need to compile reports for your corporate team or board of directors? We have that too. Reports can even be exported to Excel for non-Continuum CRM users.
No matter what your reporting needs Continuum CRM provides you with easy to use dashboard and reporting tools that you can adjust as your needs change.
Marketing Automation and EHR Integration
Does your organization use a 3rd party marketing automation system like Hubspot or Act-On to mature leads? No problem, just push them automatically into Continuum CRM when they are ready to become a full prospect.
Using our API and Webhook integrations, Continuum CRM works intelligently with your marketing systems to keep key information in sync providing a seamless conversation with your prospects from lead to resident.
EHR and Operations management systems also benefit from Continuum CRM integration capabilities. Synchronizing key resident and inventory information allows Sales Counselors to sell and communicate with prospects more effectively.