Eliminating Data Silos: How Integrated, Purpose-Built Technology Transforms Later Living Sales & Marketing

The Later Living sector faces unique challenges that generic CRM and marketing automation platforms simply cannot address. From managing complex family decision-making processes involving multiple influencers to tracking occupancy rates across diverse care levels, retirement living operators need specialised solutions that understand their industry’s intricacies. This is where the powerful combination of LivingMetrics™ CRM, ActiveDEMAND marketing automation, and Lead Intuition’s expert guidance creates a transformative approach to eliminating data silos leading to sales and marketing success.

LivingMetrics™: Purpose-Built CRM for Later Living

Unlike general-purpose platforms, LivingMetrics™ CRM is specifically engineered for the Later Living sector. This purpose-built approach addresses the unique challenges that retirement communities face daily, from managing occupancy across independent living, assisted living, memory care, and skilled nursing facilities to tracking the complex relationships between prospective residents and their family influencers. LivingMetrics™ fully integrates with ActiveDEMAND, the industry’s preferred Marketing Automation Platform creating a single source of truth and eliminating the data silos that are often created by disparate generic systems.

The platform’s intuitive pipeline management provides sales teams with instant visibility into where prospects sit in their journey, ensuring no opportunity falls through the cracks. Transparent AI allows for the platform to alert ‘next steps’ for sales teams based on a prospect’s behaviour, delivering a task onto the daily task management dashboard. And with unlimited users at no extra charge and GDPR compliance built-in, LivingMetrics™ offers both the scalability and security that UK operators require.

What sets LivingMetrics™ apart is its comprehensive prospect tracking capability. The system captures every touchpoint from first contact through to disposition, creating a detailed timeline of engagement that includes website interactions, all communications, and family member involvement. This holistic view enables sales teams to understand the complete customer journey and tailor their approach accordingly.

The platform’s inventory management features are particularly valuable, providing at-a-glance visibility of unit availability, waiting lists, deposits, and occupancy rates across different care levels. This real-time information empowers sales teams to respond quickly to inquiries and optimise their sales strategies based on current availability.

ActiveDEMAND: Marketing Automation That Understands Senior Living

ActiveDEMAND stands as the number one customer data platform used by over 4,000 senior living communities in North America. The platform addresses the complex nature of Later Living marketing, where decision-makers often include adult children, healthcare professionals, and other influencers alongside the prospective resident.

The platform’s Collective Buyers’ Journey Attribution™ technology tracks the combined journeys of prospects and their influencers, providing critical insights that generic marketing platforms miss. This comprehensive tracking ensures that marketing teams understand the full scope of touchpoints that influence move-in decisions.

ActiveDEMAND’s Website Chat Virtual Assistant provides your prospective residents with the ability to ask questions, access additional content like photos and floorplans, book tours and appointments. And because it’s built into ActiveDEMAND the conversation gets recorded in the prospective resident’s timeline.

ActiveDEMAND’s campaign management capabilities enable retirement communities to create, track, and optimise multi-channel marketing campaigns from a single dashboard. The platform automates email newsletters, drip campaigns, and event promotions while providing the dynamic content personalisation that speaks directly to prospects’ specific needs and preferences.

The integration between ActiveDEMAND and LivingMetrics™ creates a seamless flow between marketing and sales activities. Sales teams can add prospects to nurture campaigns directly from their CRM, while marketing teams gain visibility into how their efforts translate into actual tours and move-ins. Both LivingMetrics™ and ActiveDEMAND exchange data in both directions providing information for both Sales and Marketing teams to act on and also eliminating the chance of data silos.

Lead Intuition: Expert Guidance for Maximum Impact

The technology is only as effective as its implementation and ongoing optimisation. Lead Intuition brings extensive experience working with retirement living operators, providing the expert guidance necessary to maximise the potential of these sophisticated platforms. Their collaborative approach begins with a thorough assessment of current sales and marketing infrastructure, identifying opportunities for enhancement and creating customised implementation roadmaps.

Lead Intuition’s UK-based support team understands the specific challenges facing British retirement living operators, from GDPR compliance requirements to local market dynamics. This localised expertise ensures that implementations are not only technically sound but also strategically aligned with UK market conditions.

The company’s comprehensive support includes technical assistance, personalised training programmes, and ongoing system optimisation. This ensures that sales and marketing teams can focus on their core responsibility of creating meaningful connections with prospective residents while maximising ROI on their technology.

Transforming Retirement Living Operations

The integration of LivingMetrics™ and ActiveDEMAND through Lead Intuition’s expertise creates a comprehensive ecosystem that addresses every aspect of the Later Living customer journey. From initial website form fill through campaign engagement, Chat, phone, email & SMS conversations, every interaction is captured and leveraged to drive better outcomes.

This integrated approach eliminates the data silos that plague many retirement communities, where marketing and sales teams work with disconnected systems that provide incomplete pictures of prospect engagement. Instead, teams gain access to a single source of truth that encompasses all customer interactions, enabling more informed decision-making and more effective customer engagement strategies.

For Later Living operators seeking to maximise occupancy rates while improving the customer experience, the combination of LivingMetrics™, ActiveDEMAND, along with Lead Intuition’s expertise offers a proven path to sustainable success in an increasingly competitive marketplace.

For further information on LivingMetrics™ CRM or ActiveDEMAND call Lead Intuition on 01603 552696 or email hello@leadintuition.co.uk