Griswold, established in 1982 in Philadelphia suburb, offers non-medical in-home care services for individuals needing assistance with daily tasks and companionship. With five company-owned offices and a franchise network across 32 states, the company ensures quality care while supporting its franchisees with resources and tools to grow their businesses.
Challenges
were manually entered into
spreadsheets and other
systems, leading to inefficiencies.
processes relied on Outlook
reminders and manual efforts,
creating workflow bottlenecks.
to monitor lead sources,
campaign performance,
and conversion rates.
Solutions
Automated Lead Management:
Marketing Automation:
Integrated Insights:
For years, Griswold relied on manual processes to manage its lead flow, mirroring the outdated practices common among many growing organizations. This approach hampered both efficiency and scalability. When prospective clients submitted inquiries, the journey from lead generation to client engagement was riddled with inefficiencies.
Griswold sought a scalable, customizable solution that seamlessly integrates with its existing tools while remaining cost-effective. Some of the market's largest players were evaluated, but their complexity, dependence on extensive developer resources, and high costs made them unsuitable for Griswold's needs. In contrast, Creatio's AI-native platform, equipped with no-code capabilities to streamline CRM processes, stood out as the optimal choice. The system offered robust functionality, seamless integration, and the flexibility to adapt to Griswold’s requirements.
We considered Salesforce, but the costs and labor-intensive setup didn’t align with our needs. Creatio stood out for its flexibility and no-code capabilities, which promised a solution tailored to us without requiring a full-time programming team.
With Qnovate, a trusted expert in Creatio integration, Griswold launched its transformation initiative. Qnovate’s deep expertise and dedicated support empowered Griswold to harness the full potential of Creatio and achieve its objectives.
Lead Management Simplified
Effective lead management is the backbone of any successful business. Ensuring that potential clients are seamlessly guided from inquiry to engagement is critical in today’s fast-paced, competitive landscape. For Griswold, however, this process was anything but seamless.
Leads first landed in an employee’s inbox, and they needed to enter them into spreadsheets for tracking manually. From there, the same data had to be re-entered into the company’s EMR system, a process that duplicated effort and increased the risk of errors. Meanwhile, follow-ups were managed using scattered Outlook reminders and personal notes, leaving communication inconsistent and opportunities often missed. This disjointed system caused a cascade of challenges, including lost opportunities from overlooked leads, and a reactive rather than proactive approach to client acquisition.
With Creatio, leads are automatically captured from web forms and other sources and immediately entered into Creatio’s centralized platform. This eliminates the need for manual data entry and ensures every lead is tracked from the moment it enters the system.
Creatio’s integration with the EMR system means that data flows effortlessly, reducing duplication and ensuring accuracy. Follow-ups are automated using Creatio’s intuitive workflows and drip campaigns, ensuring timely and consistent communication with every lead. The platform also provides real-time reminders and task management tools, enabling the marketing and sales teams to stay organized and focused on high-value activities.
Creatio has turned what used to be a complicated, manual process into something effortless. Leads are tracked and nurtured automatically, and our team can now focus on building meaningful connections rather than chasing data.
Revolutionizing Marketing with Advanced No-Code Capabilities
Griswold Care uses Creatio’s marketing tools to design and orchestrate seamless customer journeys and accelerate lead-to-revenue processes. With Marketing Creatio the company can run omnichannel marketing campaigns that span email, SMS marketing, and more. It provides complete oversight of marketing campaigns, offering tools to plan, integrate, track, and analyze the performance using extended dashboards and seamless integration with popular analytics platforms.
Email marketing features enable Griswold to automate campaign workflows and create visually appealing templates using a drag-and-drop editor.
Trigger-based emails ensure that leads receive timely, relevant communications depending on audience engagement, while bulk email capabilities make it possible to reach prospects with just a few clicks.
Creatio’s automation tools have brought structure and efficiency to our email campaigns. The platform ensures every lead receives timely follow-ups, helping us stay organized and focused on meaningful client interactions.
Driving Results with Data-Driven Insights
Harnessing the power of data is essential for modern marketing success, and Griswold has embraced this approach through seamless integrations. One of the most powerful consolidations is the connection between Creatio and Power BI. This integration has elevated their marketing operations, providing real-time dashboards with actionable insights for both company-owned offices and franchisees.
Although franchisees don’t have direct access to Creatio, integration enables them to view key metrics such as lead volumes, sources, and campaign performance through integrated reporting. This ensures that all stakeholders can align their efforts with data-driven strategies, regardless of their access to the core system.
Griswold has also linked revenue data from its other system to specific lead sources within Creatio, enabling the team to evaluate the effectiveness of external marketing campaigns and track ROI with precision. This visibility allows them to understand which channels generate the most value and make informed decisions about resource allocation.
These integrations have been a game-changer. We can now monitor campaign performance in real-time and directly link our marketing efforts to revenue, helping us optimize our strategies for greater impact.
Expanding Creatio’s Impact
Griswold is actively exploring ways to expand Creatio’s functionalities to enhance its operations further. One of the key priorities is extending select Creatio capabilities to its franchise network. While franchisees currently benefit from Power BI dashboards, Griswold is considering offering them access to specific automated workflows without requiring full integration into the platform. This approach would reduce their manual workload by automating lead capture and improving efficiency across the board.
Additionally, Griswold plans to expand Creatio’s usage beyond digital leads to include phone-based inquiries and offline referrals, significantly broadening the system’s reach. The company is also preparing for its annual conference, where it aims to showcase these new functionalities and train franchisees on how to leverage Creatio for greater impact.
We want to ensure that everyone in our network benefits from the streamlined processes and automation that Creatio offers. This expansion will not only simplify operations for our franchisees but also allow us to provide a unified experience for our clients.
Lastly, with AI transforming industries at an unprecedented pace, Creatio’s unified architecture opens new horizons. For Griswold, this means harnessing AI to refine lead scoring, personalize marketing campaigns, and provide actionable insights—all while freeing teams to focus on high-value tasks.
With functionalities and tools like franchise integration, phone and referral tracking, and advanced AI capabilities, Griswold is set to revolutionize operations, drive unparalleled efficiency, and deliver an exceptional client experience.
About Qnovate
Qnovate has established itself as a global leader in ERP, Customer Experience, and Data Analytics solutions. It delivers innovative, scalable solutions with rapid ROI. Providing 24/7 global support, Qnovate serves diverse industries like Retail, Energy, and Manufacturing, driving digital transformation from offices in the USA, Canada, Asia, and India.
