Senior Living CRM Consulting

The Lansdale Group assists Senior Living organizations in implementing best-of-breed CRM systems such as Salesforce.com, Microsoft CRM, and Pivotal CRM. Our consultants bring years of experience in full life-cycle CRM system projects in the senior living industry as well as deep skills with best-of-breed CRM systems.   Lansdale Group maintains a vendor neutral approach in helping our customers select best-of-breed CRM systems based on their unique needs and trade-offs between cost, time to deployment, risk, technology fit, and functional priorities.

Lansdale Group Expertise

  • CRM Implementation
  • eMarketing
  • User Training
  • Change Management
  • Integration
  • CTI
  • Data Migration
  • CRM System Selection
  • Requirements Analysis
  • Senior Living CRM

Webinars

Lansdale Group helps senior living organizations moving from antiquated, yet functionally ‘correct’, industry specific solutions to modern and robust, yet generic, best-of-breed CRM solutions such as Pivotal CRM, Microsoft CRM, and Salesforce.com.    The end result can be significant improvements in sales and marketing processes, but the path is fraught with pitfalls and requires great care and creativity.  To help senior living organizations find the best path to CRM success,  Lansdale Group conducts regularly scheduled webinars that explore CRM technology trends and best practices in the senior living industry.

Senior Living Templates

To help our customers in the senior living industry get up and running more quickly, with less risk, and at a lower cost, Lansdale Group has developed templates for best-of-breed CRM systems such as Salesforce.com, Microsoft CRM, and Pivotal CRM, supporting the unique needs of senior living CRM.   For example, recognizing Lansdale Group’s leadership in senior living CRM consulting, CDC Software has designated Lansdale Group as their ’go to’ partner for Pivotal CRM for the senior living industry.   Lansdale Group’s senior living CRM templates combine project roadmaps, CRM system design best practices, and re-useable CRM system specific configurations, all tailored to the unique needs of the senior living industry.

While every organization has unique needs, all senior living organizations share some common aspects of their sales and marketing processes that are unique to the senior living industry.  The template approach allows our customers to get a head start on their implementations and provides a general best practices framework to guide the project, yet with the flexibility to pick and choose only those pieces of the template that are useful.  The result?  Our customers are able to focus on truly unique aspects of their business processes and competitive differentiators rather than re-inventing the wheel in adapting generic best-of-breed CRM systems to common senior living industry CRM processes.