GoPro A survey filling app for tournaments
A solution built for senior living communities enables 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.
Process Followed
To build 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 crafting a consolidated application.
Problem Identification
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 a 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. Many things 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 to meet 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 similar applications in the industry so that we can make our application highly competitive and dominate in the market.
Problem Statement
Managing scheduled meetings, follow-ups, and communications with leads/inquiries through the old legacy systems i.e. desktop/web application was difficult. Delay in updating real-time communication results and adding new inquiries/prospects to the database resulted in the loss of customers and business.
Feasibility Study
To achieve census goals with the increasing market trends, it is proposed to develop an intuitive mobile & web application. This makes it easier & flexible for employees to access the functionalities of the CRM web marketing module through a mobile application (which runs on iOS and Android). This is to provide seamless conversion of leads into resident’s charts eliminating repetitive data entry.
The focus is to:
- Track real-time communication response, prospect metrics, and employee close rates to evaluate marketing effectiveness.
- Organize leads and referral sources and track marketing communications in real-time.
- Set reminders on communications.
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 customer 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.
Solution Applied
Our focus was on capturing the business processes in the web user interface and developing an application with similar functionalities for mobile platforms. To make the mobile application seamlessly integrate and work in sync with the web UI, it was surmised that the best approach was to build a hybrid application that would be compatible with both iOS & Android phones
The hybrid application would ensure ease of Integration by leveraging the device’s internal programming system through an overlay which helps to enable seamless synchronization with other compatible apps. In turn, the hybrid apps work well with the device’s native applications such as email, calling, etc. to ensure a smooth user experience thereby reducing any integration issues for developers.
Needless to mention, hybrid apps reduce the development efforts to a good extent, eventually, reducing the cost.
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.
Sample Interview Questions
This is 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.
Sales CRM software for senior living communities helps industry experts and salespersons to centralize their techniques with marketing automation functionality. With the app, living residents can-
- 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
This cloud-based CRM solution facilitates senior living communities to improve operations and drive better customer experience. The app is aimed at-
- 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
The app would be available with in-app purchases from Play Store and App Store.
Yes, we do have wirefirame available however we need support from QSS designers to prepare a robust design for the app.
- 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
- Built Software solution is HIPAA compliant
Technology Stack
4D
Apollo
Graphql
Gulp
HTML5
JavaScript
React
Sass
Wakanda
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