Full Exploration of the Most Essential Features of Marketing Automation
AI Sales Assistant: The Lead-Warming Agent
If one of the most important buying signals is the phone call, one of the most important warm lead signals is engagement with live chat. In a blog titled Importance of Incorporating Live Chat, we reported on a study by TELUS International that showed 77% of people agree live chat positively influenced their attitude about the organization they were considering buying from, and 63% of respondents reported they were more likely to return to a website after experiencing live chat.
Easy Process for Implementing AI-Assistant
Decide. You can certainly use AI and automation to share the right information, but you need to decide first what information you want to give people and what information you want to collect to help them with their journey. Have a close look at what assets your organization has on hand to help fuel this conversation. Align internally on what you want to gather from the prospect, too. If you are using a CRM, you likely have an existing dialogue tree. Now explore how to give prospects the most streamlined version of that for the start of a sales conversation.
Enable chat!
Strategically decide when to engage the salesperson in the conversation. Not all software allows you to do this, so ask your provider.
Measure attribution on the AI sales assistant. What impact has it had on move-ins?
Advanced step: Consider what topics are typically covered that can be developed earlier in the buyer journey for prospects. This should evolve the communications quarter over quarter, year over year. Shorten the time to get the right information into prospects’ hands to support them in making the decision earlier. This is data-based communication based on facts, which is proven to positively impact the experience and acceleration of the buyer journey.
How Your Peers Use Ai Sales Assistant/Chat to its Highest Potential
When asked if their organization is using AI sales assistant/chat solution to its highest potential, just 51% of your peers said yes. Half the industry has room for improvement in implementing a chat solution, so this is a big opportunity for your communities. Just by adding a chat solution, you are standing out from half your competitors.
Of those using it well, they had these suggestions when it comes to using an AI sales assistant/chat solution to its highest potential:
 | Enhance customer service, provide 24/7 answers, and assist with customer inquiries in real-time. |
 | Leverage AI to triage initial service requests or provide automated yet personalized customer interaction. |
 | Improve customer satisfaction by providing detailed information to clients or their families on the spot. |
 | Be sure live chat is HIPAA compliant. |
 | Plan strategically to ensure the technology aligns with customer expectations and organizational needs. |
 | Use a chat solution to differentiate in the market, improve customer interaction, and potentially increase sales. |
A first good step before getting this far down the road is to implement chat in the first place.
Even by starting with a very simple buyer’s journey and information exchange, you are doing more than half your peers with an AI sales assistant.
You will have instated a lead-warming agent they haven’t, which may very well lead to you surpassing them in move-in rates.
Diving into marketing automation reveals a world of opportunities to connect more personally and efficiently with families looking for senior care. What we’ve covered today is just the beginning. To fully leverage marketing automation and AI tools in enriching your engagement with prospects and enhancing your service offerings, download our eBook, Full Exploration of the Most Essential Features of Marketing Automation.
Download the eBook now and start making a difference in how you connect with families and their loved ones.
