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5 Ways CRM Integrations Benefit Senior Housing Sales

A senior housing CRM can benefit your sales team in a ton of ways. Find out how.

Amanda McGrory-Dixon, 16th May 2023

Software integrations connect platforms across your senior housing CRM, Marketing Automation, lead generation, Contact Center, chat…the list goes on. Hear from our Integrations Team on why integrations matter and how you can get started.  

1) Integrations save you valuable selling time.

Integrations are very time effective because once the integration is set up and running, all data communication occurs automatically between both systems, such as Aline’s senior housing CRM and one of our many integration partners. You don’t need to worry about maintenance, unless you want to change anything about the data that is being communicated between these systems. When you do want to make a change, the team at Aline can help you make the updates supported by our API.

2) You don’t need to know what an API is to use one.

It stands for Application Programming Interface, and you can read about it here. But getting an integration set up such as the Aline API is a very straightforward process. If you want to push new lead data to the CRM, we work with your marketing or IT agency to get that set up. It usually takes only a day or two.

We have hundreds of agencies using our API today. The Aline integration team is highly experienced with assisting our customers in connecting and then testing new integrations. There is a bit more complexity involved with retrieving data or updates that may need additional developer resources, but we have all the necessary documentation and guidance to help you make confident next steps.

3) They help move the dial with marketing automation.

When you integrate your marketing platform with your CRM’s API, data syncs seamlessly between systems without manual processing. With the Aline API, for example, new leads are sent from the marketing platform to the CRM and automatically located within Aline’s dashboards. Additionally, prospect data can be pulled into your marketing platform for reporting or running specific campaigns via Aline CRM.

4) APIs are free.

Leveraging Aline’s API or connecting to an existing integration is included with all CRM subscriptions. Some of our integration partners, however, require an additional fee to utilize their software. We recommend you reach out to the vendor first to ask about potential costs. It all depends on the complexity of the automation. We offer to meet with our customers and walk through the steps in a fact-finding/planning call to see if and how we can help.

5) You can set up an integration with your own organization’s website.

Company website integrations are by far the most common at Aline. This is an easy and efficient way to ensure that enquiries from your website(s) are being captured and pushed to the CRM. All the vital lead data entered in your website’s contact us form will be available in your sales notes – no manual entry needed!

Billing and medical management are also popular integrations at Aline. Since many of our customers use external platforms to manage these needs, it’s a great way to ensure demographic resident data is sent automatically and isn’t a drain on your busy staff.

Get started today. 

We have a highly skilled integrations team at Aline that is ready to answer any questions you may have about how our integrations work, or what it takes to get them set up. Please feel free to reach out for a free demo so we can discuss your specific business needs.

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