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priyalivingindia

Reimagining Sales for Senior Living with HubSpot

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PROJECT OVERVIEW

Priya Living, a culturally driven senior living community operating across the US and India, faced significant challenges in scaling its sales processes. The organization struggled with disconnected tools, unstructured workflows, and a lack of automation. NMG implemented HubSpot Sales Hub and CMS to streamline lead management, centralize operations, and enable scalability across global teams. 

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PROJECT NAME

HubSpot CRM & CMS Implementation for Priya Living 

SERVICES OFFERED

  • HubSpot Sales Hub Implementation
  • CMS Integration
  • Lead Qualification & Sales Pipeline Setup 
  • Workflow Automation
  • Sales & Marketing Alignment

INDUSTRY

Senior Living & Hospitality

BUSINESS TYPE

B2C – Senior Living Communities

TECH STACK

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What’s Next for Priya Living?

automation
Advanced automations

Implementing deeper workflow automations to eliminate repetitive tasks and streamline internal processes. This will improve efficiency and ensure timely follow-ups across the sales journey.

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Service Hub implementation

Introducing HubSpot's Service Hub to centralize customer support, create a ticketing system, and improve post-sale engagement. This ensures better service delivery and resident satisfaction.

automated
Automated outreach sequences

Setting up personalized email sequences for lead nurturing and engagement. This helps maintain consistent communication without manual effort.

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Third-party integrations

Integrating tools like calendars, communication platforms, and analytics with HubSpot for a unified tech stack. This will enhance team collaboration and data visibility.

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Enhanced reporting dashboards

Building custom dashboards to track KPIs and sales performance in real time. These insights will support smarter decision-making and strategy planning.

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Priya Living is redefining sales operations for senior living through automation and alignment. Here's how it's setting new standards: 

  • infrastructure
    Unified Sales Infrastructure
    HubSpot CRM served as a central system that integrated lead qualification, deal tracking, and communication into one streamlined platform.
  • journey
    Sales Journey Visibility
    With two distinct pipelines, every stage from interest to closure was monitored efficiently—minimizing lead drop-offs and boosting sales accountability.
  • automation
    Automation-First Sales Enablement
    Automation replaced manual tasks across lead assignments, follow-ups, and status updates—resulting in a smoother, less stressful workflow for the sales team.
  • collaboration
    Cross-Team Collaboration
    India and US teams now speak the same sales language thanks to centralized data and shared tools—breaking down silos and improving collaboration.
  • operation
    Scalable Operations
    With automated reporting, standardized templates, and unified communication, Priya Living built a scalable foundation for global growth.
  • collaboration
    Stronger Collaboration Between Teams
    Marketing, sales, and support teams now operate on a single platform. Improved visibility and communication foster a more aligned and effective workflow.
  • sales-teams
    Happier, Less Stressed Sales Teams 
    Automation and process clarity have reduced frustration and workload. Teams are more confident, focused, and satisfied with their daily operations.

Automation and process clarity have reduced frustration and workload. Teams are more confident, focused, and satisfied with their daily operations.

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