• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to primary sidebar

WelcomeHome Software

Providing a better CRM for Senior Living operators

  • Why Us
    • Integrations
  • Pricing
  • CRM Buyer’s Guide
  • About
    • Our Story
    • Blog
    • Press
    • Join Us
    • Terms
  • Request a Demo
  • Take a Tour
  • Sign In
  • Why Us
    • Integrations
  • Pricing
  • CRM Buyer’s Guide
  • About
    • Our Story
    • Blog
    • Press
    • Join Us
    • Terms
  • Request a Demo
  • Take a Tour
  • Sign In

Marketing Automation Basics for Senior Living Sales

July 12, 2022 //  by Welcome Home Software

Driving revenue is key to healthy NOI in senior living communities, and the responsibility for revenue falls on the sales team to move in residents. Getting a prospect from the lead stage to moving in used to be a very hands-on task for senior living sales professionals, but with the broad array of marketing automation tools available today, much of the task can now be automated.

 

Why integrate?

Manually sending out emails, logging activities, and creating reports are all tasks that can take up a good portion of a salesperson’s day. If your sales staff are still manually nurturing relationships with their prospects, they’re probably spending way too much time on tasks that can be easily automated. Providing them with tools to do their job more efficiently means the ability to manage even more prospects in the sales pipeline. WelcomeHome works seamlessly with the leading marketing automation platforms for successful – and much more efficient – lead nurturing.

 

Top platform integrations

WelcomeHome’s list of integrations with leading marketing automation platforms keeps growing. Because we built our CRM with an eye to the future, the ability to integrate with other platforms is key to being the best senior living CRM today and tomorrow. Here, we highlight the top marketing automation platforms that become even more effective when combined with WelcomeHome.

Hubspot

Hubspot is the most well-rounded digital marketing platform out there, which is why so many senior living providers rely on it as the backbone of their marketing automation strategy. Its marketing automation and content management systems offer unparalleled flexibility and customization opportunities to meet the needs of any senior living provider’s sales and marketing departments.

ActiveDEMAND

ActiveDEMAND is a marketing automation platform with the senior living industry in mind. Its suite of products and services include call tracking, tour booking and prospect appointment scheduling, landing pages, and marketing automation.

ActiveCampaign

ActiveCampaign is a simple to learn and use marketing automation platform. Its drag-and-drop automation builder allows users to set up marketing automation workflows for lead nurturing campaigns with ease.

Constant Contact

Constant Contact is not just a leading email marketing platform, it’s grown to become a full-featured suite of marketing tools. Manage social posts and paid online ads, grow your prospect lists, and set up marketing automation with this capable platform.

 

Top sales and marketing tasks to integrate with WelcomeHome

What are some of the types of integrations between marketing automation platforms and WelcomeHome? Here are a few of the top tasks that take advantage of the integration:

  • Send marketing emails via HubSpot, ActiveDEMAND, or ActiveCampaign to prospects with automated activity posting back to WelcomeHome
  • Send marketing emails to prospects directly through ConstantContact with automated activity posting back to WelcomeHome
  • Quickly and easily notify sales teams when a lead becomes a Sales Qualified Lead (SQL)
  • Establish direct integrations with webforms for new prospects
  • Establish bi-directional information flows with HubSpot as the prospect is being worked, including:
    • Sales stage
    • Open/closed/moved in status for better segment-based marketing
    • Prospect progress
    • Success rate of prospects sent over by other platforms including lead referral sources

 

How WelcomeHome integrates with marketing automation platforms

WelcomeHome’s open API integration allows you to pick and choose the marketing systems that suit your senior living company best. Check out our previous blog, “Are You Getting the Most Marketing Mileage from Your Senior Living CRM?” for a closer look at the marketing automation platforms you may already be using that WelcomeHome can successfully integrate with.

 

Are you in the market for a new CRM? WelcomeHome is a game-changing CRM built specifically for the senior living industry. With its intuitive user interface, recommendation engine, and clear workflows, the WelcomeHome CRM is a game changer for both users in the community and owner/operators. Experience for yourself what thousands of senior living professionals rely on to make their job easier: request a free demo of WelcomeHome’s CRM today.

Category: Sales ManagementTag: senior living CRM, senior living software

Previous Post: « No Lead Left Behind: Integrating Your CRM With Your Lead Referral Sources
Next Post: WelcomeHome Software Celebrates NALW 2022 »

Primary Sidebar

Recent Posts

  • 5 Ways WelcomeHome Software CRM Helps Senior Living Communities Improve Resident Satisfaction
  • WelcomeHome Releases 2022 Year In Review, Report On Key Senior Housing Trends
  • Why WelcomeHome’s Onboarding Process Is the Key to Effortless CRM Implementation and Long-Term Success
  • How WelcomeHome’s Integration with PointClickCare Benefits Your Senior Living Community
  • Storing Sensitive Data in Senior Living: Safeguarding Information with SOC 2

Archives

  • March 2023
  • February 2023
  • November 2022
  • October 2022
  • September 2022
  • July 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • September 2020
  • July 2020
  • June 2020
  • May 2020
  • March 2020
  • February 2020

Categories

  • Blog Post
  • Integrations That Just Work.
  • Made Easy. Made For You.
  • Message from the CEO
  • No Place like WelcomeHome
  • Press Release
  • Results That Matter.
  • Sales Management
  • Sales Tips

Want to see more?

Take a quick tour of some of the amazing benefits of WelcomeHome, then schedule a demo with our team to learn more. We are looking forward to speaking with you soon!

Take a Quick Tour
https://www.welcomehomesoftware.com/wp-content/uploads/2023/01/cropped-WH-3000x3000-2.png

Product

  • Overview
  • Pricing
  • Integrations
  • Request a Demo
  • Blog

Download the App

Get it on Google Play - WelcomeHome CRM for the Senior Living Industry
Download - WelcomeHome CRM for the Senior Living Industry from the App Store

Contact

  • Email Us
  • (800) 980-8661 (General Information)
  • (866) 931-1640 (Support)
  • Contact Us
  • Sign In

© 2023 WelcomeHome Software. All Rights Reserved. | Site Map | Privacy Policy