At Sherpa, we measure a lot of things. From MicroMetrics to tutorial engagement, we’re always crunching the numbers of our efforts to make sure of one thing: that we’re making senior care industry professionals’ lives better. And how do we at Sherpa define ‘better’? That our software updates, enhancements and motivations behind our work are consistently allowing sales counselors to engage and understand their prospects. Only by understanding can a sales counselor truly connect with, and assist, a prospect during their buying journey.

Recently Barbara Kleger, President of Kleger Associates and a nationally recognized senior industry thought leader, contacted our own David Smith regarding her appreciation of Sherpa’s technology and its unique benefits in the senior housing market. After more than thirty years of using an alternate senior housing crm, Barbara made what she considered a ‘bold’ switch into the role of a Sherpa user, quickly becoming “entrenched” in the advantages that unfolded while utilizing it with clients and nurturing prospects’ stories.

The idea of nurturing stories, and using them as teaching tools for other senior industry professionals, isn’t a new concept for Barbara. She has been both a friend and colleague of David’s, as well as a pioneer of putting prospects as the focus to achieve better results. For both Barbara and David, the word ‘story’ is a key component of their work. After all, stories are how we tell each other where we’ve been and how we’ve become who we are. If we take the time to listen to the stories of our prospects, we can find out who they are, where they’re coming from, and ultimately, we can help them get to where they need to be.

We’d like to personally thank Barbara Kleger for her kind words, and for taking the time to send them our way. We’d also like to spotlight one of our team members who was personally heralded by Kleger Associates, Brie Ramsey, our Manager of Customer Experience and the voice on the other end that guided Kleger Associate’s client base throughout the transitional process.

At Sherpa, our clients never cease to inspire and encourage us, and we hope the feeling is mutual. The first quarter of 2018 has brought the Sherpa team so much enjoyment, and we cannot wait to be a part of the many encouraging, engaging and courageous conversations ahead!

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