Sales 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 Development
Industry
Real Estate & Property Management
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About
The Project
The client needed a modern CRM solution to help senior living communities manage sales, marketing, and customer interactions more effectively, as traditional methods were no longer sufficient. We identified the opportunity to build a cloud-based Sales CRM app that centralizes lead management, automates marketing, and enhances customer engagement. Through user research, product discovery workshops, and competitive analysis, we collaborated closely with the client to design a hybrid solution with workflow automation, reminders, secure data handling, and reporting features. The result was a powerful CRM system that enables sales teams to track opportunities, streamline follow-ups, and deliver an improved sales journey for senior living communities.
Process We Followed
After lining up salient details related to the project, our team outlined a course of action that would be followed to develop a comprehensive solution. The process comprised of identification of problems, considering the relevant factors of the solution, taking note of common challenges faced, technology stack to be used and coming up with the outcome in the end.
1. Problem Identification
Our team identified gaps in modern marketing strategies where sales lacked centralization. We proposed a Sales CRM for senior living communities to streamline data, capture leads, assign follow-ups, and boost sales with automation.
3. Solution Implementation
Our team conducted user research, a detailed product discovery workshop, and competitive analysis to define features, address client needs like scheduling & referrals, and build a CRM app positioned to stand out in the market.
2. Feasibility Study
After client discussions, our team proposed a cloud-based Sales CRM for senior living to capture resident info, run campaigns, manage contacts, track activities, streamline workflows, and empower leaders with big data insights.
4. Challenges Faced by QSS
Our team faced challenges like managing reminders across time zones, ensuring data security, seamless web-native integration, tracking staff performance, boosting family satisfaction, and delivering accurate conversion reports.
5. Final Outcome Achieved
We delivered a hybrid Sales CRM app with seamless web integration, GDPR & HIPAA compliance, real-time updates, lead tracking, follow-up reminders, and segmented customer lists, enhancing marketing, sales, and customer management efficiency.
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
Our solution implementation began by strategizing a clear roadmap to address client needs and industry gaps. This phase focused on defining features, workflows, and technical approaches that would ensure a robust and competitive CRM app.
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
Product discovery workshopWe kicked off the project with a Product Discovery Workshop. Discovery Workshop is our trusted format for problem-solving. Our cross-functional team spent the first day understanding the client’s vision of the product and the intent behind the application. We established the core values of the product and created User Personas.
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
With QSS at the helm, our hybrid CRM solution boosted lead follow-ups by 40% and improved customer data management efficiency by 50%—proving QSS delivers measurable results every time.
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 We Used
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QSS Technosoft is a global provider of high-quality software development services delivering world-class software solutions to SMEs focused on data analytics, big data, process automation, desktop and web solutions, e-commerce solutions, mobile applications & Digital marketing services.
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