Glennis Sales

Glennis Sales is a guided CRM software designed specifically for senior living communities. It is aimed at senior living communities of all sizes, including assisted living, independent living, memory care, IDD facilities, and property developers. This solution caters to various professions and industries such as business office, care team, CFO/Finance, owner/operator, and sales team.

Key Features

Centralized Lead Management: According to the vendor, Glennis Sales allows senior living communities to efficiently manage all their lead sources in one centralized location. It tracks the origin of each lead and identifies any duplicate leads, potentially streamlining lead management processes.

Customizable Workflows: The vendor claims that Glennis Sales offers customizable discovery questions and the ability to configure notifications and follow-up workflows. This feature is said to ensure that the sales team can effectively follow the company's sales process, potentially enhancing efficiency and productivity.

Integrated Messaging: Glennis Sales provides embedded texting and emailing capabilities, enabling sales team members to easily communicate with leads and professional contacts directly through the software. The vendor states that the system automatically logs notifications and conversations, ensuring seamless communication and efficient documentation. It is also mentioned that the software integrates with ActiveCampaign for efficient email campaign creation and sending.

Resident Discovery & Matching: According to the vendor, Glennis Sales includes a resident matching feature that captures the interests of potential residents and syncs them with residents who share similar backgrounds and interests. This feature is claimed to foster new friendships and connections among seniors, potentially driving move-ins to the senior living properties.

Sales Metrics & Forecasting: Glennis Sales offers intuitive dashboards for tracking sales activity and monitoring progress toward monthly goals. The vendor suggests that team members can easily monitor their sales performance and forecast future sales, enabling better strategic decision-making. It is mentioned that the software supports workflows that align with the company's sales process.

Competitive Insight: The vendor claims that Glennis Sales allows users to stay informed about the senior housing market by tracking competitive selling rates, service offerings, and amenity information. Users are also said to have access to floorplans and other relevant documents related to the competition, potentially helping them stay ahead in the market.

Optimize Marketing Spend: Glennis Sales enables users to monitor the success of referral sources and identify the ones that produce the best results, according to the vendor. This feature provides valuable insights to focus marketing dollars where they may have the most impact, potentially optimizing marketing efforts and maximizing return on investment.

Keep Sales Teams on Track: Glennis Sales provides lead dashboards that help staff prioritize and focus on the highest priority prospects, according to the vendor. It is suggested that this feature uncovers opportunities for process improvement, ensuring that the organization operates at its full potential and achieves sales targets.

Speed Inquiry Close Rates: The vendor claims that Glennis Sales improves productivity with automated tasks that keep the sales process moving smoothly. It is suggested that the software prompts activities that are proven to improve closing ratios, potentially maximizing the effectiveness of marketing spend and improving overall sales performance.