Sherpa CRM

Sherpa CRM is a sales enablement platform specifically designed for senior living sales. The company integrates a unique methodology known as Prospect-Centered Selling® (PCS), which emphasizes guiding prospects through the sales process with empathy and connection. Sherpa CRM combines this methodology with CRM, training, and analytical tools to enhance sales performance and resident satisfaction. The platform helps track sales progress, plan next steps, and integrates seamlessly with existing systems, including marketing automation, lead generation, and health and billing management systems.

Sherpa promotes a culture of empathy and collaboration to increase sales effectiveness. The company offers various training programs through Sherpa University, including online and in-person courses, Virtual Classroom sessions, and e-learning modules, to help organizations implement PCS. Additionally, Sherpa provides data insights tools to make business intelligence accessible, meaningful, and actionable, focusing on micrometrics to deliver better data for improving sales processes.

Sherpa CRM includes features like holistic prospect profiles, sales dashboards, and tools to assess readiness and form trusting relationships. The pricing model is $550 per community per month with unlimited users, plus a one-time setup/data transfer fee of $1,500 per site. Sherpa has also joined forces with other senior living software providers to create an all-in-one operating system called Aline.

The company offers a Master Class certification for advanced CRM training. Sherpa’s headquarters are located at 3030 Locust Street, St. Louis, MO 63103.