In recent years A Place for Mom has been building out the capability to feed our referrals directly into our partners‚Äô CRM systems. Partner Web Services is the bridge between our system and yours; by working with us to connect our two systems, you can take advantage of some of the fantastic benefits that many other partner organizations are currently enjoying, including more move-ins and higher conversion rates.
We are excited to announce that we are ready to offer this functionality to all partners! I have provided answers to frequently asked questions below on exactly what Partner Web Services involves, but in short we have seen that reducing the time community staff spends manually entering leads into their CRM is a major win for everyone involved.
How will Partner Web Services benefit my organization?
By eliminating the effort of manually entering A Place for Mom leads into¬†your CRM, your community marketing team saves valuable time that can be spent working with families. Additionally, our pilot partners found that anywhere from 5% ‚Äì 50% of APFM referrals never made it into their CRM. When community staff is stretched thin across a number of pressing issues, new leads sometimes slip through the cracks. When a lead is never entered into the CRM, your community‚Äôs chance of moving-in that lead drops dramatically. Partners who begin using Partner Web Services have consistently seen their conversion rates improve by 10 ‚Äì 30%. We attribute this improvement to:
- Increased staff focus on areas that will drive results‚Äì no more manual data entry
- Reduced ‚Äúshrinkage‚Äù from referrals not making it into the CRM
- Complete lead information populated into your system, including the primary contact information, senior‚Äôs finances, preferences, and care needs
- Advanced CRMs also allow for bi-directional updates that helps to foster communication between your community staff and our Senior Living Advisors ‚Äì leading to even higher conversion rate
Will Partner Web Services be disruptive to my front-line employees?
Not at all! All communities will continue receiving referral alert and referral alert update emails as usual. The only change you need to communicate to them is that they no longer need to manually enter each referral into your CRM ‚Äì Partner Web Services takes care of it for you!
How much IT Development is needed from me to launch Partner Web Services?
If you use a third party CRM (for example, Yardi, Move-N, MatrixCare (formerly REPS), etc.) turning on Partner Web Services is a simple process which requires very limited technical input from your team. A Place for Mom has a dedicated Project Manager and technical resources in place to help make sure your implementation is successful. Generally speaking, implementing Partner Web Services takes between 1 and 5 hours from your IT team. One phone call or email to your CRM account rep takes care of almost everything you need to do.
Will A Place for Mom have access to the data in my CRM if I sign up for Partner Web Services?
No. Partner Web Services creates a one-way electronic connection from A Place for Mom‚Äôs database to your CRM for lead ingestion. A Place for Mom will not have access to any of your resident or lead data.
I‚Äôm interested in Partner Web Services ‚Äì where do we go from here?
After you have reached out to us to express your interest, we will set up a kickoff call with you (or a different business counterpart from your organization) and your IT contact. In the kickoff call we will discuss what to expect, how the process works, and what we need to get moving.
If you‚Äôre interested in understanding more about Partner Web Services and what it takes to become integrated with A Place for Mom, please reach out to our Customer Experience Team at email@example.com with the following information:
- Which CRM your organization uses (e.g. Yardi, Move-N, MatrixCare (formerly REPS), Sherpa, Vitals, Occupancy Advantage, Enquire, ElderMark, etc.)
- The name and contact details of an IT contact at your organization
Does your organization already populate A Place for Mom leads into your CRM? Discuss your experience below!