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

When census in senior living communities drops or fails to grow, CEOs, owners, and investors often 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 without a CRM. However, the leads need to get into the CRM before the sales professionals can skillfully move them through the sales pipeline.

The solution is a senior living CRM that integrates with the referral sources and incoming leads platforms your company relies on to generate leads.

WelcomeHome is proud of the ability of its senior living CRM to integrate with the spectrum of systems senior living providers use every day. Integration is a feature built in from day one, recognizing that there is no one-size-fits-all software solution. Being able to pick and choose from the best platforms 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 uses advanced decision science, is user-friendly, compassionate, and non-biased. Users appreciate it for building brand trust and helping 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, with real, U.S.-based people who know the senior living industry and your company.

Caring.com

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?” If your CRM provider presents you with a costly estimate to set up an integration, 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 by integrating with the industry’s referral sources and incoming leads platforms that bring prospects to your sales team. If you don’t see an integration you want or need, WelcomeHome has built its CRM with an eye on future integrations.

Are you in the market for a new CRM? WelcomeHome is a CRM built specifically for the senior living industry. With its intuitive user interface, recommendation engine, and clear workflows, the WelcomeHome CRM is designed for both users in the community and owner/operators.