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Why To Integrate A Marketing Automation Platform With Your Home Health CRM

The expression “Good things come in pairs” has held good for centuries. And, it surely applies to the combination of marketing automation platform with your Home Health CRM (Customer Relationship Management). However, seamless integration is critical to the smooth functioning of both.

Why To Integrate Marketing Automation Platform With Your CRM Software?

Today, organizations are investing heavily on the digital transformation of their processes, assets, and systems. This is primarily because it provides unique opportunities that previously didn’t existed or explored. For this reason, a significant majority of marketing and sales professionals are of the view that a powerful CRM and marketing automation platform can dramatically enhance productivity while cutting down costs. But there is more to it than just that!

A blend of CRM and marketing automation platform can empower organizations to reap the innumerable advantages and capabilities of each tool, individually and collectively. Furthermore, this blend can also help organizations enhance and transform the ways by which they can efficiently interact and engage with customers.

Let us now have a look at some advantages of CRM and marketing automation platform integration.

Enhances communication quality: One of the biggest benefits of CRM and marketing automation platform’s integration is that it considerably enhances the quality of leads. When leads are grouped by certain parameters, sales team can receive and act on crystal-clear, precise instructions on how to successfully conduct client calls or meetings. For instance, a healthcare institution that deals in selling medical equipment to patients requiring post-acute care may find it easier to win and close deals via comprehensive data analysis that is a top-rated feature of most marketing automation platforms.

It is important to remember here that buyers have a habit of making their way through 57 percent of their journey before they enter into discussions with sales teams. Moreover, only a quarter of buyers actually disclose their purchase preferences and expectations during the initial stages. But organizations can turn things into their favor via marketing automation to experience a surge in qualified leads by as much as 451 percent.

Transform target audience into gratified, informed customers: Successful lead nurturing is all about transforming the target audience into informed and gratified customers who want to channel their satisfaction into purchase quantities and even word-of-mouth recommendations. This means that healthcare organizations can be more specific and unambiguous when it comes to customer interactions by understanding their customers better than ever.

Relevant customer-centric data can be leveraged through marketing automation tools; this can be in the form of how online visitors go through the website, how they reach the website, which pages they stayed on, and which pages made them go off the website. These insights can be synced with your CRM to empower your marketing and sales teams make smarter and better decisions.

Personalized marketing campaigns: Successful brand marketing is all about ascertaining and reaching out to the right audiences at the right place and time. By integrating your health CRM with marketing automation, your marketing team can leverage information and insights to target the right audience and customer segments with messages that resonate with them.

Improved referral management: There is no denying the fact that customer referrals bring in a higher appointment ratio than any other form of inquiries except call-ins. Your organization can make sure that vital sources of leads are nurtured efficiently throughout the sales lifecycle through a seamless integration of your CRM and marketing automation systems.

Engagement across multiple channels: Today’s informed customers tend to interact with senior living organizations in countless, different ways. These interactions may be in the form of calls, emails, social media conversations, etc. The customer base includes both potential residents and their near and dear ones that somehow make things more complex. Senior living sales teams, via integration of CRM and Marketing Automation, are in a better position to engage better and efficiently with existing and potential residents on their preferred channels.

Develop the ideal strategy to grow and retain census: Usually, most healthcare institutions struggle with complex at-par facilities, staffing shortages, reimbursement issues, and compliance/regulatory requirements. Therefore, it is best for administrators to maintain a census. One of the biggest reasons for census maintenance is because it’s under your control unlike changes in regulatory requirements and payment/reimbursement systems that fall outside of the purview of your control.

Smooth integration with EHRs and EMRs: At times, Electronic Health Records (EHRs) and Electronic Medical Records (EMRs) may be difficult to handle. This is where the combination of CRM and marketing automation comes into the picture. Seamless and smooth integration of CRM and marketing automation can significantly improve patients’ conversion and retention rates. For this, your healthcare organization can provide specific materials like follow-up advice on a patient’s recent checks and a wide range of relevant new services, all in the HIPAA-compliant mode.

The integration of a powerful CRM such as Enquire CRM with marketing automation can help in creating and nurturing a happy, above-par, and pleasant environment for staff members, residents, buyers, prospects, and visitors. Moreover, the integration of marketing automation and CRM can help your healthcare organization efficiently manage staff resources according to your census while taking care of incoming and wait-listed residents.

Discover the amazing benefits of Enquire CRM for senior living organizations. Schedule a demo by reaching out to Enquire CRM now.

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