If you are an aging life or geriatric care manager- you need three databases. The second is a contact database or Customer Relationship Management database CRM. Think of them as your old Rolodex on speed.
Any aging life or geriatric care management business has to start out with a foundation of great customer relationships. Get the CRM database before you open your doors and fill it up with referral sources to your customers- mainly- elder law attorneys, trust officers, concierge physicians and all target professionals who refer families to you who need GCM.
You, the aging life or geriatric care management seller, must connect with aging families who need your product .The best way is through your CRM database and these key referral contacts.
As your company expands these Aging Life or GCM business connections grow more sophisticated. You start to manage a myriad of connections, across time, within each referral contact you do business with. Instead of using excel spreadsheets with marketing targets, with a CRM, you can send a form elder law letter to all elder law contacts individually addressed. You can use the CRM to track all calls, newsletters sent emails, or marketing visits to a concierge physician to track the ” touches” you made in marketing to that third party. It will do mass mailings and even newsletters.
You can add all of your continuum of care or all contacts in the community that help you weave a care plan- physicians, elder mediators, CCRC and all housing, MFT who specialize in aging- all the contacts that you use as your individual prescription or care plan
Cathy Cress MSW