Full Featured Sherpa CRM and ActiveDEMAND Marketing Automation Integration

ActiveDEMAND integrates seamlessly with Sherpa to form a supercharged marketing and sales platform

“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.

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.

      • Contact insertions
      • Click to call from within Sherpa
      • Prospect Insights
      • Scheduled contact sync
      • Lead scoring
      • Automated task scheduling
      • Appointment scheduling
      • and more…

ActiveDEMAND compliments Sherpa by enabling you to execute effective marketing campaigns to build brand awareness and generate leads that turn into Sherpa opportunities. ActiveDEMAND gives you access to email campaigns, landing pages, drip campaigns, autoresponders, web forms, surveys, templates, call tracking a lot whole lot more.

Marketing with ActiveDEMAND

Automatically Schedule Tasks in Sherpa

Tired of switching between applications to see what is happening in marketing? The ActiveDEMAND integration lets you have data on marketing email sends,opens and other marketing engagement visible right in the Sherpa Sales Journal. With ActiveDEMAND workflow automation you can schedule tasks in Sherpa based on whatever criteria you choose!

Automatically update contacts Sherpa based on marketing activities

ActiveDEMAND is constantly communicating with Sherpa to help move prospects through your sales funnel. A whitepaper download may indicate an early funnel lead, yet a quote request is a later stage deal. Let ActiveDEMAND automate posting and updating contacts in Sherpa. ActiveDEMAND + Sherpa, a fully integrated sales and marketing automation solution.

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

With ActiveDEMAND, you have full control over what information is going to be delivered to Sherpa. With ActiveDEMAND’s custom workflow engine, you can put as much or as little information into your CRM. Finally there is a true seamless integration!

Make VOIP Calls from within Sherpa

Using ActiveDEMAND, you can click to instantiate a VOIP call. Instantly start a call from within Sherpa. With ActiveDEMAND you have have the tools you need to close deals with less work. Call from within Sherpa, automatically log the call in Sherpa! Connect with your prospects when they are online! With ActiveDEMAND CRM Insights you can see when your prospects are online and see what pages they are visiting, all from within Sherpa!!

Sherpa Dialer

Browser Notifications!

Know instantly when prospects

      • Open your emails
      • Visit your website
      • Click your links
      • Fill out your forms
      • Download your datasheets

Browser Notifications