To better gauge the success of lead generation, Dreamscape Marketing utilizes CallTrackingMetrics to lead calls into your senior living CRM. This tool works to deliver clear information that verifies how successful the marketing initiative is and whether it’s achieving desired goals regarding lead generation and admissions.
You can map agents in your CTM call queue to a user profile (the CallTrackingMetrics agent) so that as calls are routed to each agent in the queue, those calls are associated to the correct Salesforce user right away.
Mapping CTM Call Data
Every telephone call in CTM has details associated with it, including the following:
Caller’s phone number
Rather than those going into your senior living CRM in the standard format, you may want to map those fields to custom objects you can set up in your account.
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Sending Calls Into CRM
Each time a call comes in, your assisted living CRM indicates if the individual already exists in the database based on his or her phone number. If the person doesn’t exist, we can add this individual as a new lead. If the person does exist as a lead or contact already, we will add the call as an activity under that contact or lead.
You may also decide to only send the call into your senior living CRM if there is a Caller ID for the caller’s phone number, which prevents restricted callers from being added into your assisted living CRM under the same contact.
Adding Leads and Activities in CRM
It’s also possible to control exactly how and when calls are determined to be creating leads and activities. For example, you may decide that you only want calls over a certain call length to create a lead.
Mapping Calls To Other Objects Besides Leads and Contacts
Some senior living communities may decide that they would rather map their calls to something other than leads or contacts. For example, you may instead want to map new callers to an Opportunity instead of a Lead.
Senior Living CRM from Dreamscape Marketing
Managing customer relationships is vital in the senior living industry. Improve your senior living CRM with help from Dreamscape Marketing. For more information, call (877) 958-9180.