Attane is platform agnostic and they work with many clients that have many different CRMs, so they needed a marketing automation platform that integrated with the CRMs that were most common in senior living. They were looking for a solution that would be flexible in not only doing emails, but also landing pages, web forms, collecting data from the website, lead management, and reporting.
The Solution Requirements.
Attane uses ActiveDEMAND to provide marketing automation for senior living clients.
Kyle Crocker, Director of Marketing Automation at Attane, “Senior Living is a long sales process. Getting initial leads in and nurturing them is critical and ActiveDEMAND is very flexible. We work with a lot of WordPress sites where we drop in AD forms directly, and we also use ActiveDEMAND’s virtual form submit where we want to use 3rd party forms. We tie in automation after the form submit to help automate lead management.”
Since selecting ActiveDEMAND, Attane:
- Use drip campaigns to nurture prospects
- Capture, filters, and then send leads directly into client CRMs
- Use native forms and virtual form submits to capture data
- Support online advertising with landing pages
- Spin up and manages events
- Integrate ActiveDEMAND with senior living CRMs
- Use the API where advanced integration is needed
During Covid-19, Attane has helped many of its clients’ transition to virtual-based events, such as doing virtual facility tours using ActiveDEMAND and its tight integration with GoToWebinar and GoToMeeting.
Kyle continues, “Scaling multiple clients with ActiveDEMAND’s account/sub-account structure has been key. We use linked templates from parent accounts to child accounts so we can scale changes while still reflecting individual accounts. We can deploy marketing at scale yet still reflect individual communities at an affordable price.”