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hubspot for senior living

7 Reasons Why We Love HubSpot for Senior Living

We think HubSpot for senior living is the bees knees. And no, we’re not saying that because we’re a HubSpot Solutions Partner. We became fans of HubSpot long before we entered their Partners Program, and the main reason is simple. (Cue Tina Turner, please.) HubSpot is simply the best. Better than all the rest! Here are seven reasons why.

1. HubSpot remains the leader in inbound marketing.

While there are many inbound marketing pioneers to thank, from Seth Godin to Meerman Scott, the founders of HubSpot are the ones who made the concept stick. Today, businesses around the globe embrace the inbound methodology. And even though many competitors have popped up, HubSpot remains the leader.

2. HubSpot believes in continuous innovation — and practices what it preaches.

One of the reasons HubSpot holds onto its leadership position is because it refuses to rest on its laurels. (Doing so is the fastest route to obsolescence.) Since its founding, HubSpot has constantly innovated and reimagined the marketing software that made it famous. 

From developing a CRM that can hold its own against all the big guys (like Salesforce) to developing marketing automation that’s equal parts robust and intuitive, HubSpot continuously impresses.

Best of all? It listens to its customers and community. HubSpot bases updates and product improvements on community feedback.

3. HubSpot for senior living is more than just marketing automation software.

When we talk up HubSpot for senior living with our clients, we often lead with marketing automation, since that’s the foundation upon which effective inbound marketing is built.

But HubSpot offers senior living marketers and sales reps so much more: an excellent CRM (or the ability to integrate with popular CRM brands), powerful analytics, and easy-to-use content management tools (just to name a few impressive product features).

Different levels of HubSpot make it easy to find the right package for your community’s size and its goals. And if you’re not sure which level is right for you, don’t worry: HubSpot works with partners (like us!) who can help. Which brings us to our next point.

4. HubSpot values partnership.

HubSpot values creating strong relationships with its customers and its formal partners (like us). HubSpot’s Solutions Partner Program enables us to deliver the best experience to our clients. So when you choose us and HubSpot, you get the support and backing of the entire HubSpot ecosystem. (Read more about the platinum tier that we achieved in 2021.)

5. HubSpot practices what it preaches and makes it easy to learn how to do inbound marketing right.

Visit the HubSpot website, download a piece of content, follow HubSpot on social media, and/or interact with HubSpot sales folks, and you’ll quickly get a lesson in effective inbound marketing tactics.

And when you need a tutorial for how to do something within HubSpot, you don’t need to look any further than HubSpot itself. It has an impressive HubSpot Academy where you can earn accreditations that’ll transform you into an inbound marketing rockstar. (And many of the certifications are free and clear, meaning you don’t even have to be a paying customer.)

6. HubSpot has great reviews and stacks up well against popular competitors.

Don’t take our word for it; read independent reviews on meaningful places like Capterra and G2. Capterra breaks down reviews on different HubSpot products (for example, CRM, CMS, HubSpot Sales), but that doesn’t make a difference: HubSpot always has at least 4 out of 5 stars (and regularly shows 4.5 stars).

Reviews on other reputable sites, like G2, are equally impressive.

7. HubSpot for senior living works, and our clients are proof.

Remember, we’re not just HubSpot promoters—we’re also a HubSpot customer. We wouldn’t recommend something that we didn’t believe in or use ourselves. Our clients are proof that HubSpot for senior living works. Check out our case studies. Then, get in touch and let’s discuss how we can help your community rock HubSpot.

Ensuring a Successful CRM Adoption Webinar

Ensuring a Successful CRM Adoption Webinar

You’ve done all the research and decided on your new CRM. That was the easy part. The next step – CRM Adoption – is critical in getting the most value out of your CRM. How do you get user buy-in and engagement in embracing a new CRM? How do you create a culture of inclusion, in the selection and implementation process? And most importantly, how do you engage users during training and leverage the tools after implementation?

In this recorded webinar, you’ll learn:

  1. Why User Adoption is Important
  2. How to Use Best Practices to Get High User Adoption
  3. How to Involve the Team in the Selection Process
  4. Why Management Support is So Important
  5. How Training Impacts Use Adoption

Kristin Hambleton is the Vice President of Business Development for Continuum CRM. She began her career in senior living in 2010 as the Director of Sales for a multi-site CCRC. Her strengths in leveraging the CRM data for strategic planning, coaching her team to success, and improving processes within the organization led her to her current role. Kristin’s passion is assisting other marketing & sales teams in becoming more effective in their role using their CRM.

Making It Stick - Healthcare CRM Adoption

Making It Stick – Healthcare CRM Adoption

Let’s face it: one of the least favorite tasks of senior living sales and marketing professionals is updating their lead management database or healthcare CRM.

They prefer building relationships with seniors, families, and professionals. Or maybe they gain energy from personal interactions rather than administrative tasks. Entering data, updating notes, and documenting activities . . . not so much. However, for sales managers, this documentation is crucial to identifying trends, barriers, and opportunities. Not to mention creating effective strategies.

Reduce resistance and improve healthcare CRM adoption:

1. Create a User Advisory Board

Include all user groups and stakeholders in the vetting and decision-making process. Create focus groups comprised of community, regional, and corporate sales and operations team members.

  • Assess. Make a list of everything that the team likes and dislikes about what they are using. Ask each group to make a list of their “hopes and dreams.” Sometimes teams are more comfortable using a terrible system that they know and despise rather than making a change to a better solution. Why? Fear of change. Or concerns about losing their job.
  • Brainstorm. Create a wish list of features and functions that would make their jobs easier. Ideas include intuitive user experience to simplify data entry, automated lead integration with website, live chat,  goal setting, quick links to social media, integration with training resources, and document libraries. Dream big. This is an important decision!
  • Test. When you get to the testing stage with vendors, select a representative sampling from the advisory board to have them test and provide feedback. Always include your lowest-tech community user. Because if it is too complex at that level, then none of the fancy reports, dashboards, or bells and whistles will matter.  Provide each tester with prospect info to enter. Test the steps throughout the sales process. Think documenting advances, adding notes, scheduling tours, and so forth.

Be Mindful Regarding Your Healthcare CRM Selection

  • Compare. Take the feedback from the focus groups and look for commonalities. Select a CRM that meets everyone’s needs. Each user group needs to get a win—something that saves them time, makes documentation easy, integrates systems etc.
  • Alignment. One of the most important considerations is to align your new CRM with your sales culture. For example, if your goal is to motivate your sales team to spend time developing relationships with prospects and referral sources, the CRM should have the ability to measure and reward for that behavior. If your sales culture is more task, activity, and conversion ratio-driven, select a CRM that provides that data in real time. Your CRM won’t stick if your sales culture and training says one thing, and your CRM measures something else. Your sales team will always behave according to the structure of the CRM rather than the culture and training.

Selecting the Healthcare CRM Isn’t Enough

Once you’ve made your selection, you need to prepare your team for implementation. Here’s what to do.

  • Training & Reinforcement. Budget generously for the rollout! If possible, use a training center to train small groups outside of the community setting to limit distractions and interruptions. It usually takes two to three days for the initial training. Day one is a reinforcement of your sales culture and training to create alignment with the new CRM. This can be done in a community setting. You’ll then need a full day of classroom training using a test site to practice entering leads and explore all the features and functions. Day 3 can be either a half day or whole day training to demonstrate report functions, dashboards, and more sophisticated features, such as marketing automation. Users should leave this initial training feeling competent and confident. Schedule ongoing training sessions using remote screen sharing as well as open hours and help desks for questions.
  • Data Migration. This is a great opportunity to clean up your data. Work with your CRM vendor to “de-dupe” or merge your duplicate records for leads and referral accounts. Decide if you want to migrate all of your data or move only those within a specific timeframe (for example over two years old) or with specific stages (e.g., leads labeled as “lost”). Providing a clean data set will go a long way in getting users onboard.

Want to learn more about senior living CRM adoption? Watch for our FREE WEBINAR