Transforming Retirement Village Sales and Customer Service at Clayton Church Homes




Enhancing sales productivity and customer experience in retirement living

Sally Middleton, Relationship Manager (Retirement Living/Home Care) at Clayton Church Homes, who oversees sales and customer service across multiple villages, shares her experience on how Person Centred Software's Retirement Living Software has transformed her sales process and enhanced customer satisfaction.

"I work across 13 villages in the metro and Adelaide Hills, which keeps me on the road most of the time.
Thanks to the Retirement Living Software, powered by Centrim Life, I can efficiently handle every sales enquiry, resident request, and maintenance issue no matter where I am.
The software allows me to enter new sales leads and create follow-up tasks for myself or the maintenance team, ensuring that nothing slips through the cracks. This level of efficiency lets me provide prompt service and communication to my residents, adding reassurance and delivering an outstanding customer experience.
I can seamlessly switch between villages to view resident interactions, refer to previous notes, and address any outstanding tasks or requests. 
Whenever a sales lead comes in, I can swiftly enter the details into the software's CRM and guide the prospects through the entire sales cycle. And once they become residents, it's a breeze to update their status to 'Resident' with all the relevant data gathered during the sales process automatically populating their resident profile. 
This seamless integration saves time and ensures accuracy, facilitating a smooth transition for our new residents. The Retirement Living Software also gives our business complete visibility into the sales pipeline and village operations. I can easily report on the level of enquiries, village tours, and conversion rates to our board in a quick and efficient manner. 
Implementing the Retirement Living Software in our villages has been a game changer for the organisation, our team and residents. It has certainly enhanced our communication and resident experience and enabled our team to be on the same page and boost efficiency no matter our location."

Discover more about how our Retirement Living Software can benefit your village!

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