Powered by Pivotal CRM: CRM for Senior Living

The Lansdale Group is an eBusiness solutions company specializing in customer relationship management systems. We work with our clients to integrate all of their customer-facing activities to support more effective and complementary sales, marketing, and customer service processes. The Lansdale Group has been a Pivotal Solution Provider since 1998 and offers a full complement of Pivotal CRM implementation services and add-on products.

Solution: Sales Synergy for Pivotal CRM, Senior Living Edition

The fundamentals driving the senior-living industry—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-living operators face challenges in maintaining target occupancy levels while minimizing sales and marketing costs.

Sales Synergy for Pivotal CRM, Senior Living Edition, is a comprehensive sales and marketing system designed specifically for the senior-living industry. Unlike other senior-living industry-specific solutions, Sales Synergy operates on a single, integrated multi-community database with essentially unlimited options for tailoring access to data based on various user roles.

In addition to support for sales and marketing resource sharing, Sales Synergy provides a full complement of productivity tools that supercharge a sales representative's efforts. For example, Sales Synergy can be configured to automatically generate certain time-phased personalized communications, either e-mail or direct mail, based on user-defined rules. The result is that leads and referral sources are developed faster and with fewer resources.

Features

  • Lead management
  • Wait-list management
  • Ad-hoc query
  • Activity management
  • Referral management
  • Event management
  • Marketing campaign management
  • Real-time management reporting
  • Lead-base analysis
  • Resident assessments
  • Automated, personalized e-mail and direct mail
  • Single, integrated multi-community database
  • Lead sharing
  • Referral source sharing
  • Marketing campaign sharing
  • Multi-community access
  • Multi-level data visibility model

Get the Most Out of Your Sales and Marketing Resources

Sales Synergy 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

Nurture leads through targeted, time-phased, personalized communications through multiple channels, including web, print, phone, and e-mail. 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, seior-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. This allows each community to 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

Sales Synergy 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.

Partner Solution Provider: The Lansdale Group

To learn more about this solution, please contact:

Lansdale Group
6801 Whittier Avenue
McLean, VA 22101
+1 703-288-0242
www.lansdalegroup.com