Home

Introducing the CRM with more effective metrics.that builds better relationships.designed by sales experts.for Prospect-Centered Selling.that makes you a sales hero.

See the difference:

Sherpa’s unique design and functionality make it different than any CRM available to the senior housing industry today.

sales-management-logo_Highres

  • "Sherpa will revolutionize the field. Finally, we have the tool for those who understand or would like to do so."
    Tony MullenTony MullenFounder, Advanced Sales Summit
  • “As an industry, we have an opportunity to really evaluate what is our current sales culture and training and does it reinforce the right sales behaviors for the right prospect.” Read More...
    Senior Housing NewsSenior Housing News"3 Solutions to Age-Old Senior Housing Problems"
  • "David and his sales teams have discovered there is a direct correlation between time spent in the Selling Zone and move-ins." Read more...
    Senior Housing NewsSenior Housing News"Are Your Salespeople Doing Things That Produce Results?"
  • "Jayne [Sherpa COO] emphasized that the Sherpa CRM product has been designed to support a selling style that is heavily relationship oriented and is a great tool for nurturing these high value long-term prospects." Read more...

    Senior Housing ForumSenior Housing Forum"Reversing the Senior Living Age Creep"
  • "Sherpa is precisely what our industry has been missing. Those of us who have adopted David Smith and Alex Fisher's concepts, and have been forced to use standard CRMs, have found it difficult to track our progress in guiding our Prospects through the process of change. Sherpa records every detail, but exemplifies simplicity as it follows the concept exactly."
    Amy SmithAmy SmithExecutive Director, 12 Oaks Senior Living, Inc.
  • "Sherpa can 'go beyond simply gathering facts, dictating quotas and counting tasks,' the company says, and focuses on creating a holistic profile of individual prospects. The result is 'better visit-to-close ratios,' with a focus on helping prospective residents overcome emotional barriers or delays in decision-making." Read more...
    McKnight's Long Term NewsMcKnight's Long Term News"Sherpa debuts as senior housing lead tracking tool"