Yardi Senior CRM

Sales, Marketing, Mobility

By Mike Sederholm on Feb 24, 2015 in News

Yardi announced today the release of its new Yardi Senior CRM product, an advanced customer relationship management solution built into the Yardi Voyager^® Senior Housing platform and integrated with all the Yardi Senior Living Suite™ products. “We matched the capabilities of a traditional CRM system with the workflows unique to senior living, and we did so within a complete business solution built on the latest mobile and Web-based technology available,” said Eric Kolber, vice president of senior living for Yardi

“Yardi Senior CRM delivers powerful metrics to calculate return on marketing investment, enables insightful sales pipeline projections using real-time data, and facilitates accurate pricing proposals for prospective residents based on assessed healthcare recommendations,” explained Kolber.

Data generated through Yardi Senior CRM flows freely throughout the Yardi Senior Living Suite. “The complete integration of our ERP, CRM, and EHR solutions streamlines workflows and improves data integrity. For example, when a prospect hits a certain point in the sales cycle, Senior CRM notifies nurses that a needs evaluation is required, and their resulting recommendations automatically flow through to subsequent pricing proposals. Information is easily shared between sales and clinical staff, and all relevant data carries forward to billing functions and accounting personnel. No interfaces are required, and no redundant data entry is needed. Staff are kept informed and alerted to actionable items in real time,” said Kolber.

Yardi Senior CRM is a browser-based solution accessible from any desktop computer, laptop, tablet, or smartphone. “Senior CRM gives leasing agents mobile access to all of the tools they need to easily and effectively work with prospects and convert leads into sales,” added Kolber.

Yardi Senior CRM is a component of the Yardi Senior Living Suite which includes Yardi Voyager Senior Housing for managing occupancy, accounting, and property management, Yardi EHR™ for electronic health records, Yardi eMAR™ for medication and treatment management, Yardi eLearning™ for Web-based staff training, and the upcoming SENIORCafé™ for online resident and family member service portals. Yardi also offers additional integrated service modules for electronic payment processing, online banking, procurement, energy management, business intelligence, and more.