Aline

As a sales and marketing professional, I use Aline every day at a retirement community. Aline helps me to manage my portfolio of potential residents. At a glance I can see the number of prospects in our database, where they are at in the decision process and set goals of when to reach them to be intentional contacts. Having used a few different database management in the past, Aline aligns the closest to how I work. I can truly say because of Aline I am more successful in what I do.

• Improved occupancy
• Easily able to hit metrics that are known for the highest performers
• Easily able to see when and how often I am making touches to prospects

Outreach

Microsoft 365, RealPage Senior Living

The use of Aline in our organization is used for our sales team to create impact with our prospects & families.

• I do believe that the platform is helpful but there are many steps in completing activities that could be streamlined.

I use Aline daily in my work, which is instrumental in impacting my time management and quick access to information. It helps me stay focused on the task and is intuitive, leading me to the best next steps. My daily dashboard allows me a quick view of my day in a forward-thinking, task-oriented manner.

• Eliminates paperwork.
• Optimizes my sales process.
• Improved analytics.

As the Department Head for Sales and Marketing, accurate documentation is imperative. I enjoy using Aline and the CRM is user friendly. I utilize Aline daily and I do not experience any connectivity issues.

I have used other CRMs and I must admit, Aline has been the most seamless and fairly easy to navigate.

• Great reminders
• Easy to track next steps in the sales process
• Follow up seamless
• Navigate prospects data

Sales Force Assistant

We wanted a product that would help the sales team move the prospective resident through the sales funnel and was built for senior living. That was when we found Sherpa, now Aline. We couldn't be happier. The user-friendly software provides the team with the resources to move a prospect through the sales funnel. It also provides significant data and allows me to drill down quickly to find our focus areas. With all these features, we have shortened our time from lead to move-in, increased occupancy, and saved money.

The teams and I couldn't do our jobs effectively without this software system. Aline has been a tremendous asset to [...]. I look forward to all the future enhancements and seeing how they will improve our efficiency even more.

• When we implemented Aline the team occupancy was 76% by year end we were at 86.4%, this took 10 months.
• The platform saves me countless hours each month for datamining for board reports. The system has paid for itself several times over
• We can now compare year of year marketing campaigns to find out which campaigns to keep or no longer suit our market.

RealPage Senior Living