WelcomeHome Software

5 Tips and Tricks That Experienced WelcomeHome Users Implement To Win

Experienced WelcomeHome users maximize CRM success by using features like Talk to Text for efficient note-taking, text messaging to engage younger demographics, lead and referrer scoring to prioritize high-quality prospects, customized day planner sorting for effective time management, and the bulk email dashboard to track and follow up on email engagement.

Experienced WelcomeHome users know how to take advantage of all the features that the CRM has to offer. Ryann Lee, Director of Customer Success, shares features that super users utilize to reach their goals. Here are five tips and tricks you can put into action as a WelcomeHome user:

  1. 1.

    Save Time with Talk to Text

    • The Talk to Text feature on your desktop allows you to speak your notes, save the activity, and quickly keep important information connected to prospects. This saves time and streamlines note-taking.
  2. 2.

    Utilize Text Messaging

    • With younger demographics increasingly involved in helping seniors find assisted living communities, it's important to reach your audience where they prefer. Younger audiences are more likely to respond to texts, especially if they're busy during the day. Texting helps sales directors build personal connections and move sales conversations forward. Use text messaging at key moments in the sales journey to keep prospects aware and engaged.
  3. 3.

    Score Your Leads & Referrers

    • Data shows that referrers in your community send the most qualified leads, who stay twice as long. Score your leads (hot/warm/cool) and focus on staying in contact with hot leads. Use scoring to create additional activities for each type of lead, ensuring you stay top of mind for those most likely to engage.
  4. 4.

    Sort Your Day Planner

    • Make your day planner work for you by sorting it by activity type or by prospect and referrer score. For example, if you have a block of time with no meetings, schedule sales calls during that period. Being intentional about how you view your day planner helps you use your time efficiently and effectively.
  5. 5.

    Take Advantage of Your Bulk Email Dashboard

    • The bulk email dashboard provides insights into email engagement. After sending an event invite, you can see who has opened your email and follow up with both those who have and haven't opened it. This feature allows you to cross-reference the invite list with the open list, assess engagement, and refine your email efforts.

WelcomeHome is designed to be easy and tailored for your needs. All CRM features can help you accomplish your goals. If you have questions about these or other features, contact WelcomeHome for more information.