Fueling smarter sales: Senior CRM insights from the road

We kicked off the RentCafe Senior CRM Road Show in October, exploring the future of senior living sales, including AI tools and a powerful interface with Further. Next stop: Toronto.

RentCafe Senior CRM Road Show with Further

The Senior CRM Roadshow kicked off in Atlanta with hands-on collaboration between Yardi experts and senior living operators. The event gave clients a chance to share best practices, explore new enhancements in RentCafe Senior CRM and strengthen their CRM strategy.

James Johnson, CPO and co-founder at Further, joined us on our journey to explore the future of sales and marketing in senior living. He presented along with Senior CRM team members from Yardi: Manager Candace Seidle and Senior Consultant Kristine Schrudder. Further is part of the standard interface partner program for RentCafe Senior CRM.

CRM insights from the driver’s seat

Here are a few key takeaways from the event:

  • Community staff can initiate deposits directly in Senior CRM to speed up the sales cycle and improve the accuracy of occupancy forecasting
  • Prospects and families can complete agreements, screenings and payments through a streamlined experience in the RentCafe Senior Living Portal
  • Marketing and leadership teams can connect campaign data to Senior CRM performance to measure ROI and understand how marketing drives move-ins
  • When Yardi Vituoso is available in Senior CRM, sales teams will be able to use AI tools in Senior CRM to automate follow-up tasks and uncover actionable insights that help prioritize leads

The event attendees at the Senior CRM Road Show also received aggregate data and benchmarks to identify best practices and coaching opportunities for improving sales performance.

Shift into high gear with connected systems

The partnership between Yardi and Further brings a deeply connected solution to RentCafe Senior CRM users, combining powerful automation with real-time prospect engagement tools that drive results. Further is a go-to-market automation platform for senior living operators. The interface between Senior CRM and tools like Further Web & Data help clients improve occupancy and streamline operations.

Senior living operators can sync web activity, lead details and communication history across both platforms. This includes:

  • Web chat and form submissions
  • Call transcripts and summaries
  • Return visitor alerts and duplicate entry checks
  • SMS and email interactions powered by AI
  • Marketing automation synced to lead status and move-in activity

These capabilities allow sales and marketing teams to capture every touchpoint and ensure consistent, informed follow-up.

RentCafe Senior CRM and the Further tools are optimized for automation and team experience. Benefits include:

  • A robust two-way interface with high confidence in reliability and accuracy:
  • An accurate bidirectional reporting for marketing ROI calculations
  • Two-way infrastructure around lead status and activity changes
  • Automated data transfer support to avoid data inconsistency
  • A roadmap for continual improvements

Next stop: Toronto on Nov. 20

We’re heading up to Canada next. To join us in Toronto this month, RSVP on the Senior CRM Road Show page.

In Toronto, another vendor in our standard interface partner program will join us: ActiveDEMAND.

If you want to take the wheel and learn what you can do with RentCafe Senior CRM, check out our infographic: Accelerate your success with Senior CRM. 

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AUTHOR

Amy Reinholds is a marketing writer at Yardi, covering senior living. She has written for newspapers, software companies and music magazines and is passionate about successful housing solutions. Amy writes about technology and industry trends and loves sharing stories of the people behind thriving communities.

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