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No Lead Left Behind: Integrating Your CRM With Your Lead Referral Sources

Updated: Jun 7, 2023

When census in senior living communities drops or fails to grow, CEOs, owners, and investors are the first to demand that the sales and marketing team “get more leads!” Fortunately, there are vendors in the industry – also known as lead referral sources – that are skilled at generating senior living leads.


These vendors are often so effective at generating leads that the sales professionals at the community level may not be able to efficiently manage all of them if it weren’t for a CRM at their disposal. But, the problem is that the leads need to get into the CRM before the sales professionals can skillfully move them through the sales pipeline.


What’s the solution? A senior living CRM that integrates with the referral sources and incoming leads platforms your company relies on to generate leads.


We at WelcomeHome are proud of the ability of our senior living CRM to integrate with the spectrum of systems senior living providers use every day. In two of our previous blogs, we talked about the importance and benefits to your senior living company of integrating with your marketing technology platforms and your health & billing management software. Integration – today and tomorrow – is a feature we built into it from day one because we know that there is no one-size-fits-all software solution. Being able to pick and choose from the best platforms out there is key to supporting the success of your enterprise.

WelcomeHome Has Integrations with These Referral Sources – and Many More!


Roobrik


Roobrik is a platform that engages with prospects through online assessments to quickly match their needs with the right senior care option. It’s backed by some pretty advanced decision science, is user-friendly, compassionate, and non-biased. Users use it because it builds brand trust and helps to qualify prospects.


Further


Further is an AI-powered sales assistant that automates conversations with prospective residents to convert them to qualified leads.


SiteStaff Chat


SiteStaff Chat is a chat app that greets visitors to your website, but with a few key differences: the chat hosts are real, U.S.-based people, and they know the senior living industry and your company.



Caring.com is an online source for information about senior living levels of care and a referral source that matches prospective residents and their loved ones with participating senior living providers in their geographic area.


A Place for Mom


A Place for Mom is an online source for information about senior living levels of care and a referral source that connects prospects and their loved ones with a local advisor who then provides a tailored list of recommendations based on the prospect’s needs and wants.

Why Integrate?


If your current senior living CRM doesn’t integrate with your lead referral sources and incoming leads platforms, you may be asking yourself, “Why do we need to spend so much time and effort manually importing leads into our CRM?” Have you asked your CRM provider about setting up an integration, only to be presented with a costly estimate to do so? You shouldn’t have to be locked into a CRM that doesn’t ultimately help you reach your goals. WelcomeHome’s open API integration allows you to pick and choose the marketing systems that suit your senior living company best.


Get the most out of your senior living CRM! Supercharge it by integrating with the industry’s referral sources and incoming leads platforms that bring prospects to your sales team. Don’t see an integration you want or need? Ask WelcomeHome – we’ve built our CRM with an eye on future integrations. 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.


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.


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