CRM App

A solution built for senior living communities enabling living residents to manage the sales, marketing, and customer support process at every stage.

With automation marketing functionality, the application strengthens lead management and improves marketing processes.

  • Country United States of America
  • Service CRM
  • Industry Multiple
  • Share

Process Followed

With the objective of building the best CRM solution for senior living facilities, we at QSS followed a five-step streamlined process that is - developing detailed problem statements, recognizing the practicality of the product, leading discussion sessions with clients and eventually crafted a consolidated application.

  • PROBLEM IDENTIFICAION
  • FEASIBILITY STUDY
  • SOLUTION IMPLEMENTATION
  • CHALLENGES
  • FINAL OUTCOME

Problem Identification

In the era where sales and operations are ruling the marketing industry with different ongoing strategies, the modern marketing method still needs to be revamped which further helps to amplify the reach of sales. For that said, sales CRM software for senior living communities may help industry experts and salespersons to centralize their techniques with marketing automation functionality.

  • Track sales opportunities with ease
  • Helps in managing the data of senior living communities
  • Allows entering leads received from referral sources and phone calls
  • Assign leads to sales staff for follow-up

Feasibility Study

After discussing the app design with the client, we formed an idea that a sales CRM app for senior residents needed to be developed that can help companies in capturing prospective resident information and building marketing campaigns. This cloud-based CRM solution will also facilitate senior living communities to improve operations and drive better customer experience.

  • Full-fledged marketing contacts management
  • A calendar that marks regular activities
  • Providing users with a detailed inventory management platform
  • Sales process managed by a workflow engine
  • Collection of big data for leadership teams

Solution
Implementation

User research

If you are zeroing in to revolutionize the CRM industry with your sales CRM app, conducting a survey among different users is one of the foremost actions to undertake. It helps you understand the user’s expectations and helps you meet the same.

Product discovery workshop

Developing an app is not just about following a simple process and coming up with results in the end. There are many things that fall in between. Creating an idea of a product's objectives through detailed research is one of the things that help in the success of a mobile app. The product discovery workshop is a phase where the team visualizes the scope of the app and defines features that create value for end-users.

We at QSS conducted a product discovery workshop with the client where we discussed every detail of the application. The main purpose of the workshop was to consider the practices that would be recounted while creating the mobility solution meeting the client’s demand. We also proposed some important questions to the client such as how to implement scheduling functionality, referral management, etc. This entire workshop turned out to be a problem-solving event for all of us.

Competitor Analysis

Being a software solution company, it becomes important for us to explore through similar applications in the industry so that we can make our application highly competitive and dominating in the market.

The Challenges

Sometimes developing an application seems nothing less than climbing a mountain. Why? Because there are many common inquiries a developer cross path with while developing a solution. Here are a few of the challenges we faced at QSS -

  • Managing notifications reminder for different time zones
  • Keeping the customers record safe and compiled
  • Providing seamless integration between web view and native view
  • Keep track of sales and marketing staff performance
  • Increase pre-sales family satisfaction
  • Providing with accurate conversion and census reports

Final Outcome

We overcame the challenges met while designing the app and created a constructive hybrid application that seamlessly integrates and works in sync with the web UI. The application effectively fulfills the demand for sustaining customer records.

  • Providing Inbuilt GDPR functionality to protect data privacy
  • Helps in the easy recording of communications or meetings with leads
  • Follow-up reminders for every lead
  • Segmented lists of customers to run marketing campaigns
  • Offer real-time data updates
  • Software to be compliant with HIPAA
Information Architecture
Technology Stack
HTML5

HTML5

ReactJS

ReactJS

Node.js

Node.js

Wakanda

Wakanda

Javascript

Javascript

GraphQL

GraphQL

SASS

SASS

4D

4D

This application helped me in lead management and task tracking. It also served its purpose in building marketing campaigns to an extent. I recommend this CRM app to everyone in the industry.

Anonymous
Anonymous Co Founder
Rating
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