Sales Enablement in Senior Living - Aline STEP 3 — SALES TOOLS (TECHNOLOGY CRM) Are the right tools in place, and are they being used in the right way? Most salespeople think of their CRM as a vehicle to track their activity and collect data that will demonstrate their efforts in the field While a CRM is not an end-all solution, this way of thinking is prevalent and often
Sherpa Sales Performance Report - Aline At Sherpa we hope these latest insights will give you a better idea of how Covid-19 has made an impact on sales in the senior living industry and how sales teams have reacted to a new selling environment
Tableau Server Access Tableau Server for data visualization and business intelligence
Sherpa Profiles SHERPA PROFILES - sherpacrm. com “The Sherpa CRM helps us focus on the most important leading indicator, which is the number of truly qualified and interested leads who come to visit (or we go to visit) our communities
Sherpa Sales Seminar - sherpacrm. com SHERPA SALES SEMINAR Your Coaches Alex Fisher Alex’s sophisticated aesthetic, intuition and years of hands-on sales experience at turnaround and new project fill-ups combine to ensure Sherpa is equal parts art and science An expert on the “why” of senior housing sales, Alex developed the original
OUTLOOK INTEGRATION REFERENCE GUIDE - Aline Sherpa with your Microsoft Outlook account so you can create sales notes in Sherpa from your inbox, sync your Sherpa calendar with Outlook and seamlessly update events on both calendars with the push of a button
OUTLOOK INSTALLATION GUIDE - Aline elcome, Sherpa users! This guide will show you how to install the Sherpa add-in with your Microsoft Outlook account so you can create sales notes in Sherpa from your inbox, sync your Sherpa calendar with Outlook and seamlessly update events on both calendars with the push of a button