Company News

Lansdale Group is proud to introduce AI-Supported Forecasting, a new Salesforce-based solution designed specifically for senior living operators.

Traditional forecasting relies heavily on structured CRM data, which captures only part of the sales story. Senior living sales teams record invaluable context in activity notes — but that unstructured text often goes unused in forecasting. Our solution changes that.

Using Salesforce Einstein Studio, Lansdale Group applies generative AI to transform unstructured activity notes into structured data. This structured data then feeds predictive AI models, which are combined with Lansdale’s proven senior living occupancy management tools, Salesforce standard reporting, and best practices for lead management.

The outcome is a forecast that reflects the full picture: current occupancy, scheduled move-ins and move-outs, and expected move-ins predicted by AI models. By bringing together structured CRM data and insights unlocked from unstructured text, operators can improve accuracy, identify the best opportunities, and confidently plan for future occupancy.

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Lansdale Group is a Salesforce implementation partner with deep expertise in Senior Living CRM and marketing automation. We help senior living operators leverage Salesforce and AI to increase occupancy, streamline sales and marketing, and deliver exceptional resident experiences. Our quick start templates accelerate deployment of Sales Cloud, Service Cloud, Health Cloud, Digital Engagement, MuleSoft, Tableau, and Marketing Cloud, while our AI solutions drive smarter lead nurturing, occupancy forecasting, and personalized engagement. As a long-term partner, we ensure our customers continue to maximize value from Salesforce and AI innovations.

Lansdale Group has developed a powerful suite of tools that extends the capabilities of Salesforce and Marketing Cloud Account Engagement, designed specifically to streamline the way Senior Living Communities manage marketing and sales campaigns.  In addition, Lansdale Group’s Account Engagement Solution Suite supports common use cases of Salesforce customers in any industry.

✨ Key Features:

Dynamic Content Automation: Automatically personalize email content — from community names and local event details to contact information — using a single, reusable email template.

Seamless Event & Tour Management: Connect your event and tour data directly from Salesforce Campaigns to Account Engagement emails and landing pages, ensuring accurate and up-to-date information is always included.

Comprehensive API Integration: Our solution leverages the Account Engagement API to dynamically pull campaign-specific details into marketing assets, eliminating manual data entry and reducing errors.

✅ Advantages:

Massive Time Savings: What once took a full-time effort to build, customize, and send dozens (or hundreds) of community-specific emails can now be accomplished in just a few hours each month.

Consistency & Accuracy: Standardized templates, directly powered by Salesforce data, ensure that every email is both brand-consistent and fully tailored to each community’s events, promotions, and offerings.

Scalable Personalization: Manage communications for hundreds of senior living communities — each with unique events and details — using a centralized, automated process.

💡 Benefits for Senior Living Marketing Leaders:

Free Up Your Team’s Time: Shift focus from tedious manual email assembly to higher-value initiatives like strategy, analytics, and digital innovation.

Drive Higher Engagement: Deliver timely, personalized communications to residents, families, and prospects — helping build stronger community relationships.

Future-Proof Your Marketing Operations: Leverage your existing investment in Salesforce and Marketing Cloud Account Engagement, with no need for complex workarounds or additional platforms.

Learn how Lansdale Group’s Marketing Cloud Account Engagement Solution Suite can transform the way your Senior Living Community engages prospects and residents here.

Lansdale Group’s Account Engagement Solution suite adds to a growing portfolio of Lansdale Group solutions that extend the Salesforce platform to support the Senior Living industry including integrations to multiple e-Referral networks for post-acute care providers, integration to PointClickCare available on the PointClickCare marketplace, Occupancy Management for Senior Living, integration to Senior Living industry online lead sources such as Talk Further, Caring.com, and A Place for Mom.

Lansdale Group’s Account Engagement Solution suite is also available to Salesforce Account Engagement customers in any industry that require automated emails or SMS messages based on dynamic content with merge fields to Event and Campaign records.  Contact us to learn more.

Lansdale Group, a Salesforce Partner focused on the Senior Living industry, is sponsoring the 2024 Senior Care Marketing & Sales Summit (SMASH) to be held October 14-16, 2024 in Las Vegas, NV.   We have so much to share in how our Senior Living customers are getting the most out of Salesforce’s newest features including Salesforce Voice, Generative AI, and enhanced multi-channel communication and digital marketing.  Come by our booth at SMASH to hear more.

Lansdale Group, a Salesforce Partner focused on the Senior Living industry, is sponsoring the 2023 Senior Care Marketing & Sales Summit (SMASH) to be held October 16-18, 2023 in Las Vegas, NV.   We are looking forward to catching up with Lansdale Group’s Senior Living customers and taking advantage of the many learning opportunities at SMASH. One of the themes of SMASH is sharing best practices, not only from Senior Living, but also from other industries. We’ll be doing our part by sharing how Lansdale customers, including 3 of the top 10 operators, have adopted best practices embedded into CRM and marketing automation solutions from Salesforce.

We’ll also be introducing potential new customers to the many Salesforce Clouds that enable senior living operators to increase occupancy and provide outstanding care and support to their residents, including Sales Cloud, Health Cloud, Marketing Cloud, et al .    For Senior Living operators looking to adopt Salesforce or overhaul their existing Salesforce instances,  Lansdale offers a number of solutions that add value to Salesforce products including our Senior Living Industry Salesforce Implementation Accelerator, Marketing Cloud support for Multi-Community data model,  and our Integration-as-a-Service offerings for Salesforce including A Place for Mom, Caring.com, Careport, Naviheath, Netsmart myUnity, MatrixCare and PointClickCare.  Use our ‘contact us’ page to schedule a meeting at the event if you’d like to hear more about Salesforce at SMASH.

Lansdale Group announces the release of an integration solution that allows Post-Acute providers using Salesforce for CRM to receive referrals from Navihealth directly in Salesforce.   Navihealth allows Post-Acute providers to collaborate in real-time with hospitals, health systems, physician groups, ACOs and other post-acute care providers to eliminate siloes to improve relationships and bolster preferred provider status. With Lansdale Group’s integration to Salesforce, Post-Acute providers save time performing data entry and ensure accurate attribution of referrals to referral sources. In combination with Lansdale’s Salesforce implementation template for senior living, the integration to Navihealth allows for a true closed loop referral management solution which aligns referral development sales activities with resulting referrals and admissions in effort vs. results reporting. To learn more about Lansdale Group’s Salesforce integration with Navihealth visit the Contact Us page on this site.

Lansdale Group announces the release of an integration solution that allows Post-Acute providers using Salesforce for CRM to receive referrals from Careport (powered by Wellsky) directly in Salesforce.   Careport allows Post-Acute providers to collaborate in real-time with hospitals, health systems, physician groups, ACOs and other post-acute care providers to eliminate siloes to improve relationships and bolster preferred provider status.  With Lansdale Group’s integration to Salesforce, Post-Acute providers save time performing data entry and ensure accurate attribution of referrals to referral sources.  In combination with Lansdale’s Salesforce implementation template for senior living, the integration to Careport allows for a true closed loop referral management solution which aligns referral development sales activities with resulting referrals and admissions in effort vs. results reporting.  To learn more about Lansdale Group’s Salesforce integration with Careport visit the Contact Us page on this site.

From the earliest days of the Coronavirus pandemic, the senior living industry undertook comprehensive and frequent Covid-19 testing.  Recently, the industry embarked on a massive Covid-19 vaccine initiative.  Our customers in the senior living industry called on Lansdale Group to build solutions to help manage Covid-19 test tracking and vaccine management.  Built on the Salesforce platform and supported by Tableau for analytics and compliance reporting, Lansdale’s Covid-19 test tracking and vaccine management solutions are helping senior living operators get ahead of the virus to provide a safe and healthy environment for their residents.

Salesforce Healthcare & Life Sciences, partnered with Lansdale Group, is sponsoring an exclusive, virtual Roundtable Discussion on driving meaningful innovations through technology for those serving in the Senior Living industry. This roundtable event is focused on senior living operators based in the East.

Salesforce Healthcare & Life Sciences, partnered with Lansdale Group, is sponsoring an exclusive, virtual Roundtable Discussion on driving meaningful innovations through technology for those serving in the Senior Living industry. This roundtable event is focused on senior living operators based in the Midwest.