Evans Senior Investments
Real-Time Salesforce Integration for Nursing Home Sales Data
Automating nursing home sales data flow to support faster, more informed decisions
Challenge
Manual data entry slowed decision-making and limited the effectiveness of Salesforce for nursing home sales tracking.
Solution
A direct integration pipeline automating nursing home sales data into Salesforce with improved accuracy and timeliness.
Results
Real-time sales visibility enabling faster insights and significantly streamlined sales workflows.
Outcomes
The integration delivered measurable improvements across operations:
Real-Time Access
Instant access to sales data within Salesforce
Faster Insights
Faster, more agile sales decision-making
Improved Efficiency
Dramatically streamlined workflows
Data Accuracy
Reduced inconsistencies
The Challenge and Approach
Evans Senior Investments faced delays in accessing critical nursing home sales data due to reliance on manual data entry processes. This bottleneck slowed decision-making and limited the value of Salesforce as a real-time sales and reporting tool.
Mapleton Hill implemented a direct Salesforce integration pipeline to automate the flow of nursing home sales data. The solution eliminated manual entry, improved data accuracy, and enabled real-time visibility—allowing teams to focus on analysis and deal execution rather than administrative work.
Capabilities
Partnership
The Evans Senior Investments partnership demonstrates how targeted CRM integration can transform manual sales reporting into automated workflows, enabling teams to focus on deal strategy rather than data entry.
