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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.

  • "Fantastic program! Looking forward to tracking senior housing sales in a very personalized and efficient manner!"
    Bethany DeBerardBethany DeBerardRegional Director, Retiring by Design
  • "I have been waiting for years for a sales software focused on senior housing that tracks and measures the REAL key indicators to sales and occupancy success. Not only does Sherpa track metrics like the number of advances, actual time spent in the selling zone, and conversion ratios, it offers fun and easy visuals to represent this information. Also as a manager of sales teams and therefore the responsibility for ensuring productivity is optimized, I am thrilled with the reporting functions!"
    Kristin Kutac WardKristin Kutac WardPresident and CEO, Solutions Advisors, Retiring by Design
  • "I honestly feel that SHERPA is going to change how senior housing sales is done. How many times have you been to a conference and become excited to implement change in your sales culture only to have it fizzle-out a few weeks later. SHERPA reinforces good habits and is fun to use. I cant wait to bring this to my clients!"
    Paul O'BrienPaul O'BrienVice President of Sales Operations, Retiring By Design
  • "I find myself wondering if we did a better job of building relationships with prospects and families we would have fewer seniors choosing to stay at home." Read more...
    Senior Housing ForumSenior Housing Forum"Do We Really Need Another Senior Living CRM System?"
  • "It's helped our conversion ratio with A Place For Mom increase... It now shows 23.9%. Prior to Sherpa, we were barely holding on to 16%. The Senior Advisors there have also noticed the difference!"
    Teri RichardsonTeri RichardsonCommunity Relations Counselor, Spring Hills, Hunters Creek
  • "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"