Sales Automation, Enablement & Intelligence

Sherpa partners with ActiveDEMAND

Sherpa, a leading sales enablement company announces partnership with ActiveDEMAND a provider of leading marketing automation platform

Sherpa, a leading senior living technology company that provides a revolutionary senior living sales enablement platform designed to humanize the senior living sales process, today announced that it has partnered with ActiveDEMAND to provide sales and marketing teams with superior tools that deliver customer-centered sales methodologies to more effectively help older adults make one of the most momentous changes in their lives. This industry-leading, bi-directional integration between Sherpa’s CRM and ActiveDEMAND’s automated technology aligns sales and marketing efforts in real-time to connect, untangle, and advance senior living community prospects and their families.

The decision to transition to a senior living community is one of life’s major decisions, and it often involves many emotions. To more effectively help older adults make this decision, Sherpa guides sales counselors to spend more quality time focused on creating connections and trust with prospects and their families. The marketing automation capabilities provided by ActiveDEMAND allow Sherpa customers to make marketing activities more efficient and impactful, so they can spend more time where it really matters—connecting with and truly understanding the prospect and their needs.

Matt Jesperson, Chief Customer Officer of Sherpa said that “At Sherpa, we know the key to improved sales results is spending more time in the selling zone. Furthermore, maximizing the time we spend with each prospect individually directly contributes to the likelihood that they will advance toward a decision to buy. Because of this relationship, the time invested with a prospect becomes the most valuable and effective tool a salesperson has to offer. Therefore, providing a deep, bi-directional integration with marketing automation allows our customers to focus their salespeople on investing time with their best prospects, while marketing efforts continue to engage their lead base in a personalized and supportive manner.”

The integration of Sherpa and ActiveDEMAND creates marketing and sales alignment, enabling users to qualify prospects and foster a personalized message that drives interest and engagement. The marketing automation capabilities provided by ActiveDEMAND allow Sherpa users to consolidate social media messaging, streamline email marketing, utilize call tracking, build landing pages, deploy online appointment scheduling, and create lead nurturing campaigns that engage prospects in the CRM.

Sean Leonard, CEO of ActiveDEMAND said that “Pairing Sherpa’s expertise in sales with our expertise in marketing automation was a very natural fit. Many of Sherpa’s customers were already using ActiveDEMAND and both companies share a client-focused attitude, so our teams felt equally driven to create a seamless integration that best serves our customers. The result is an application that allows prospects to flow through the sales funnel more easily without losing the personal touch, which is an essential component in selling to the senior living market.”

The Sherpa-ActiveDEMAND integration allows sales-qualified leads to post from marketing campaigns into Sherpa CRM—including information on campaign inquiry source, demographic data, and marketing metadata, in order to easily report on campaign effectiveness. Sherpa then allows salespeople to view marketing activities for each prospect in the CRM, which is pulled directly from ActiveDEMAND in real-time.

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