Lansdale Group’s Senior Living CRM for Salesforce allows senior living operators to develop a more nimble and productive sales and marketing organization. Tailored to meet the specific needs of the senior living industry, Lansdale Group Senior Living CRM for Salesforce leverages the power of the popular Salesforce Sales Cloud while also delivering industry standard senior living CRM features. Unlike other senior living industry specific solutions, Lansdale Group Senior Living CRM for Salesforce operates on a single, integrated multi-community database with essentially unlimited options for tailoring access to data based on user roles. The result is an easy to use productivity enhancing tool at the community level and a powerful cross-community management tool for users at every level of the organization.

The fundamentals driving the Senior Housing industry, viz. the aging of the population and the need to better manage health care costs, will continue to provide strong demand for Senior living services. However, Senior Housing operators face challenges in maintaining target occupancy levels while minimizing sales and marketing costs. As the industry consolidates, multi-community Senior living operators must share lead generation efforts such as referral development and marketing campaigns across communities in order to maximize occupancy while minimizing costs.

Lansdale Group’s Senior Living CRM Template for Salesforce, complemented by marketing automation platforms such as Pardot, is a comprehensive Sales and Marketing System designed specifically for the Senior Housing Industry. Unlike other industry specific Senior Housing CRM solutions, Lansdale Group’s Salesforce template for Senior Living operates on a single, integrated multi-community database with essentially unlimited options for tailoring access to data based on various user roles. For example, a traveling, shared sales representative could use their CRM system based on Lansdale Group’s Salesforce Senior Living CRM template to manage sales and referral development activities on behalf of several different communities and managers could measure performance for individual communities or for the individual sales representative across communities.

In addition to support for sales and marketing resource sharing, Lansdale Group’s Senior Living CRM template for Salesforce provides a full complement of productivity tools that supercharge a sales representative’s efforts. For example, marketing automation platforms integrated with Salesforce such as Pardot can be configured to automatically generate certain time phased personalized communications, based on user defined rules. The result is that Leads and Referral Sources are developed faster and with fewer resources.

Salesforce Sales Cloud is designed to scale from smaller, regional operators to the largest operators supporting thousands of sales and marketing professionals; however, the common benefit to operators of any size is the ability to do more with less.


Lansdale Group’s Senior Living CRM Template for Salesforce Features

  • Lead Management
  • Waitlist Management
  • Ad Hoc Query
  • Activity Management
  • Referral Management
  • Event Management
  • Marketing Campaign Management
  • Real-Time Management Reporting
  • Lead Base Analysis
  • Resident Assessments
  • Automated, Personalized Email and Direct Mail
  • Single, Integrated Multi-Community Database
  • Lead Sharing
  • Referral Source Sharing
  • Marketing Campaign Sharing
  • Multi-Community Access
  • Real-Time Management Reporting
  • Multi-Level Data Visibility Model


Get the Most out of Your Sales and Marketing Resources

Lansdale Group’s Senior Housing CRM template for Salesforce supports cross community lead, marketing, and referral source sharing through a single, integrated sales database so that sales and marketing resources can be applied and measured how, when, and where they are most needed. For example, a single resource can focus exclusively on referral development activities across several different communities.


Accelerate the Sales Process

Use Marketing Automation tools such as Pardot integrated with Salesforce to nurture leads through targeted, time phased, personalized communications through multiple channels including web, print, phone, and email. Sales resources have limited time to ensure that all Leads are being developed to their maximum potential. By complementing phone and face-to-face communications with time phased, mass personalized communications, Senior Living operators are able to develop more leads with fewer resources.


Optimize Lead Distribution Across Communities

Segment shared leads to meet the unique needs of each community’s occupancy requirements. With a single, integrated database, Leads are shared among communities with a click of a mouse so that each Community may benefit from the collective sales and marketing efforts of the entire organization to ensure that prospective residents are matched with the community that best meets their needs.


Enable Continuous Sales Process Improvement

Lansdale Group’s Senior Living CRM template for Salesforce provides management with a real-time view into all sales and marketing efforts. Pre-defined and customizable reports allow management to understand macro level trends in real time as well as how individual communities and sales representatives are performing relative to objectives. With a real-time view into sales representative performance, managers can provide guidance and assistance at the time it will be most helpful.