Technology Integration

Customer Relation Management Systems, Marketing Automation Platforms, Care and Billing Systems, Call Tracking Software, Live Chat, Content Management Systems and more!

The degree we rely on software in the senior living industry has dramatically increased in the last decade. And the benefits you can gain from this software are tremendous – if the software is integrated properly.

One of the challenges many face is time consumption due to duplicative entry of the same information in multiple systems (sometimes leading to human error in omission or incorrect entry).

And then there’s the amount of information that could be, but isn’t, transparent from one discipline to another. For example, marketing feeds your sales organization. But if your sales operation cannot see the data that is powering marketing decisions, how can the two collaborate in strategy to drive the right kind of traffic?

At Elite, our team of experienced technology integration consultants provides the tools and resources you need to assess, customize and implement technology solutions that streamline your sales and marketing processes and decrease manual data entry.

Whether you are looking to create a closed-loop system between your CRM, MAP and Care and Billing System or want to evaluate the implementation of a new CRM, no project is too large or small for our team.

Our process includes:

  • Identifying the current state of sales and marketing software (including benefits and limitations of current systems)
  • Creation of a sales and marketing software blueprint
  • Identification of project milestones
  • Execution/implementation of software integrations per the scope of the project


Ray Whitson

“Obviously an experienced perspective on topic, presented with a clear message.  This was a fresh and energetic session- very good presenter.”

Ray Whitson,
The Holmstad

Diane Z.

“The depth of knowledge in the keynote session was impressive and the demonstrated results were beyond high expectations.”

Templeten S.

“This presentation had a clear purpose- give information packed with high energy through a professional presentation to grow everyone as better leaders.” 

Melissa O’Hara

“Elite's understanding of our industry, ability to comment to the level of detail we expect and provide constructive suggestions on how to improve has been far superior to all of the other sales consultants we have ever used.”

Melissa O'Hara
Primrose Retirement Communities

Robin H.

“I want to once again say a huge THANK YOU! You have given me the tools to be successful and a new confidence in my abilities that I definitely have going into my new position! I feel very fortunate to have had such a wonderful coach and to have been able to learn from you this past year.”

Dan Ogus

"Elite has done an outstanding job of working collaboratively with corporate and community leadership to improve our sales systems, raise the level of training and generally help us lay the foundation for a higher-performing sales culture at"

Dan Ogus, COO