Case Study

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Community partners were facing significant inefficiencies when tracking and recording moves related to leads referred by A Place for Mom. The fragmented CRM system caused manual data entry, lack of seamless integration, and poor visibility into lead tracking, leading to delays and missed opportunities.

• Manual Data Entry: Partners were entering lead data manually, introducing potential errors and inefficiencies.
• Lack of Integration: No connection between A Place for Mom and partner systems, leading to double data entry and disjointed workflows.

The project aimed to design a streamlined CRM system to help community partners easily record and track moves, reduce manual entry, and provide real-time visibility into lead statuses. The goal was to improve the efficiency of the lead management process while enhancing communication and collaboration between A Place for Mom and its partners.

• CRM Integration: Developed a solution within the existing CRM platform that automatically detected the communities partners were associated with. Partners could easily view and select from a list of potential residents and log the move directly.
• Simplified Data Entry: Reduced the fields required for each lead entry to minimize the time spent on manual data entry. Key information, such as family needs and move-in dates, could be captured in just a few clicks.
• Real-Time Data Syncing: Ensured all lead data was updated in real-time across all platforms, keeping A Place for Mom and its partners in sync at all times.
• User-Friendly Interface: Designed a clean, intuitive interface with clear visual cues and progress tracking, allowing partners to see exactly where they were in the process.

• Improved Efficiency: The new system cut lead recording time by 40%, reducing errors and allowing partners to focus more on other valuable tasks.
• Better Lead Tracking: Real-time syncing and progress indicators led to a 20% increase in successful lead placements, improving overall performance.
• Enhanced Partner Collaboration: The integrated system gave partners and A Place for Mom a clearer view of lead statuses, fostering stronger communication and improving the overall relationship.
• Scalability: The design was scalable, enabling the easy addition of new features

• 112 booked moves reported
• over 5000 communities were notified about the "Report Your Moves" landing page 

• Continue improving the platform's reporting and analytics features for better insights.
• Expand the integration capabilities with additional tools for even greater flexibility.