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A demo by Delaine Blazek
Vice President of Sales, Enquire

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About this demo

Because COVID-19 has eroded occupancy rates and transformed the sales process, senior living sales teams must be prepared to fire on all cylinders and adapt to a more tech-enabled landscape. Many have implemented a customer relationship management (CRM) platform to help optimize their sales approach as there are numerous data points captured by a CRM that can help manage lead flow and close sales.

This live demo will address the ways Enquire CRM is ensuring senior living providers are driving the greatest outcomes for prospects and partners in the value-based care era, as well as how providers are positioning for growth with a CRM. More specifically, this demo will explore four key functionalities of Enquire CRM, including:

• Lead management dashboard - Automatically aggregate leads from all sources into the CRM to allow for quick responses, reduction of data entry and ability to capture and follow-up on every lead promptly.

• Configurable data points - Customize data inputs specific to prospects, family members and referring contacts for greater visibility into campaign and targeted outreach performance. Automatic data append and Enquire’s move in checklist help sales teams stay informed and connected.

• Customized reports - Collect data from all sources to demonstrate results such as occupancy gains and losses, cost per lead and move in.

• Automated messaging - Create and schedule personalized email messaging to prospects, family members and referral sources that contains informative content, virtual visit information, event information, post-tour surveys, follow-up, etc.

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