Case Study: Adventist Senior Living improves retirement property sales and pipeline management with Professional Advantage and Microsoft Dynamics 365

Adventist Senior Living gets CRM live in 3 days with Professional Advantage

Adventist Senior Living, a not-for-profit provider of retirement communities, faced challenges in professionally managing its sales pipeline and communications across its growing portfolio of properties. Their ad hoc, site-manager-led process lacked consistency and visibility. To address this, they engaged vendor Professional Advantage to implement Microsoft Dynamics 365 CRM.

Professional Advantage delivered a heavily customized Microsoft Dynamics 365 solution that was up and running within three days. The system provided a central source for all prospect and resident information, dramatically improving the quality and personalization of communications. This resulted in a more professional sales process and gave management clear visibility of the pipeline against financial targets, with the system actively managing 500 leads. The solution's success led to its expansion for managing villa maintenance requests.

Adventist Senior Living