Nimble CRM Marketing Automation Integration

Sherpa CRM Marketing Automation Integration

More Move ins, Better Occupancy Attribution, More Personal

When you connect ActiveDEMAND with Sherpa through our native connection, new marketing superpowers are unlocked for you. ActiveDEMAND will help you figure out what marketing is helping drive new move ins, reach out to more people, reach out more consistently, and craft a more personal connection with your customers through timely engagement. ActiveDEMAND is the best choice for senior’s care marketers using Sherpa CRM because of the extensive integration, and if you market for multiple locations, you’re going to love how easy ActiveDEMAND makes it to market for multiple senior care facilities.

Bridge the Gap Between Sales and Marketing

With ActiveDEMAND’s Sherpa CRM Marketing Automation, you’ll execute effective marketing campaigns that not only build brand awareness but generate leads that turn into Sherpa CRM move ins. ActiveDEMAND enables access to email campaigns, landing pages, drip campaigns, autoresponders, web forms, surveys, templates, call tracking and much more.

Configure Workflows to Move Prospects Through the Sales Funnel

The fun doesn’t stop once a lead is generated through ActiveDEMAND. This advanced integrated platform constantly communicates with Sherpa to move prospects through the progression from move in to occupant: putting the brakes on prospect campaigns and starting up new occupant campaigns to help build the relationship with your new client.

Everything Stays Sync’d…Automatically

The ActiveDEMAND integrated marketing platform, when used with Sherpa CRM, eliminates the pains of trying to sync your marketing leads with sales. Leads are automatically ported into Sherpa CRM and, alternatively, can be distributed via email to your senior living professionals that can then “claim” the lead with one click of a button.

ActiveDEMAND and Sherpa CRM: The Joining of Superpowers!

Stop wondering if your deal closed by taking advantage of the ActiveDEMAND Marketing Automation for Sherpa CRM, and in turn get more from your Sherpa CRM. With ActiveDEMAND, the ultimate integrated marketing automation platform for senior living facility operators, you will generate leads to help fill your Sherpa CRM funnel with opportunities; indeed, in the realm of marketing, we all know that to ask six different people to define the term “lead” means to get six different responses…because everyone is different with their own specific requirements. ActiveDEMAND actually provides a wizard that enables you to easily define what a lead means to you…is it title-based? Grounded in a location? Does it come in the form of a series of completed call-to-actions? With ActiveDEMAND, you define a lead and the system watches for them – when a lead is generated, you’re alerted and so is Sherpa CRM. Discover for yourself, right now, why ActiveDEMAND + Sherpa CRM = A fully integrated sales and marketing automation solution.

“Because both companies have a customer-centric focus, there is a high level of sales and marketing alignment through this integration that not only provides our sales consultants with key prospect insights, it also gives them the tools to ensure that each customer receives the level of communication engagement they need.” Alex Fisher, Co-Founder and Chief Creative Officer at Sherpa.

Control your Email Lists from within Sherpa CRM!

Finally, a Sherpa CRM marketing automation package that puts you in control over your automation. Switch drip email campaigns based on deal stage changes, custom field changes, even how long an deal stays in one stage! ActiveDEMAND makes sales automation possible for all Sherpa CRM users. Unparalleled data integration. If you are used to setting up custom fields in Sherpa CRM, it is the same process in ActiveDEMAND!

Automate Deal Stage Progression

With ActiveDEMAND you have full control over when and at what stage a lead becomes an opportunity in Sherpa CRM. Using ActiveDEMAND’s lead processing workflows, you control what stage a deal is created at based on the context of the prospect. Use ActiveDEMAND’s powerful lead scoring software to ensure your sales team are engaging with the right leads!

See Email Engagement Activity in Sherpa CRM

Who says sales and marketing cannot be better integrated? Give your sales people the tools they need to succeed. Better data = more sales. See EVERY email open and email link click right in Sherpa CRM.

Outbound call tracking

Sales is a contact sport. If you are emailing, you are not talking. Unlike other marketing automation packages, ActiveDEMAND also includes call tracking capabilities. Click to call your prospects from within Sherpa CRM.

Manage Your Sales Appointments

ActiveDEMAND is a full featured appointment scheduling system. Stop using a ‘contact us’ form, upgrade to “Book an Appointment”

Appointment Scheduling

What others are saying about ActiveDEMAND

5-star   Reviews by G2 Crowd

"ActiveDEMAND delivers fresh leads to my inbox daily. Starting every day with information of people that have actually looked at our site gives me a great starting place to do research from the information provided by Active DEMAND."

Brian D., Vice President of Sales at QDS Systems

5-star   Reviews by Capterra

"With ActiveDEMAND, everything is in one spot and integrated. We can easily see what marketing campaigns are working and what needs to be adjusted."

Jennifer O., VP of Sales & Marketing at White Room Automation