The goal of a good CRM is to make a job easier, not harder. In senior living sales, if a CRM promises to help maximize senior living occupancy rates doesn’t make the salesperson’s job easier, it’s probably not going to be used as intended – or at all. From the initial inquiry call with the prospect through follow-up calls, tours, post-tour follow-ups, depositing, and moving in, your CRM should be an easy-to-use and powerful tool.
WelcomeHome features that maximize senior living occupancy rates
Designed for ease of use by all users
Whether you’re the sales director at a senior living community, a regional director of sales and marketing (RDSM), the chief sales officer (CSO) at headquarters, or an owner, a CRM should be easy to use based on your duties and responsibilities. What do we mean by easy to use? An intuitive design that works in the ways you need it to work.
WelcomeHome’s intuitive design was developed for senior living from the ground up based on input from senior living sales professionals like you. We created it to be a) easy to learn and master, b) effortless to use as you go vs. entering info later on, c) capable of automating repetitive and mundane tasks, and d) flexible and powerful enough to meet the needs of all users.
Works where you work
The WelcomeHome CRM works wherever you work. Use it as a web-based application on traditional computers and tablets, or leverage the power of mobile technology with the convenient mobile app that runs on iPhones and Android / Google phones. No more “I’m not near my computer” excuses!
Packed with useful and powerful tools
- Conduct a lead source analysis on your lead bank to see which professional referral sources are the most productive and worthy of personal attention. Or, invite all of them to an after-5 event at your community by sending a bulk email with the bulk email function.
- Search your lead bank for prospects matching key traits like number of sales engagements (calls and tours), level of care, specific care needs, approximate time to moving, or Veteran status, then schedule activities to connect with those prospects.
Automates both simple and complex tasks
- take the guesswork out of what comes next in the sales cycle.
- eliminate the tasks that salespeople consider mundane (and therefore often skip).
- ensure adherence to your organization’s sales processes and systems by introducing consistency.
- save time by automatically capturing sales activity and details.
- eliminate mundane data entry of your sales activities during the day.
- accelerate responsiveness by automatically responding to leads (speed to the lead).
Excels at reporting
There is no one-size-fits-all in sales reporting. Community sales staff, regional management, corporate leadership, and owner/operators all have different reporting needs. WelcomeHome makes finding the data you need to maximize senior living occupancy rates easy.
- The Standup Board compiles the community-level information into one easy to view report.
- The Community Overview dashboard shows sales directors their performance and how they are tracking toward their goals.
- The Executive Dashboard provides managers and leaders an overview of key data across the entire portfolio.
- The Rack and Stack lets managers see how a community compares to others in a variety of metrics.
- Export reports to Excel and PDF while maintaining the same look and feel.
- Schedule email distribution on a regular cadence to a set list of recipients.
- Customize what you see and for what communities, whether a single one community, a region, or an owner group.
Integrates with key platforms
WelcomeHome is the CRM designed to maximize senior living occupancy rates by being easy to use, working where you work, providing useful and powerful tools, automating tasks and workflows, and providing users with the right reporting.
