Sherpa CRM 1.16

Sherpa CRM is a sales tool designed to enhance sales processes, developed by seasoned professionals in senior living sales and backed by an established methodology known as Prospect-Centered Selling®. The platform equips users with the necessary tools, training, and strategies to boost sales efficiency and drive tangible results.

The mobile version of Sherpa CRM offers a convenient solution for accessing and updating sales data on-the-go. Simply log in using your Sherpa CRM credentials to instantly retrieve information on prospects, their influencers, professional interactions, occupancy status, and more.

The Sherpa CRM app enables users to track personal and team progress, such as Time in the Selling Zone®, and monitor specific sales activities. It also allows for the addition of new prospects or outreach contacts, and the creation of sales journals or case studies directly from a mobile device.

As part of a comprehensive sales enablement platform, Sherpa CRM aims to enhance sales interactions and increase conversion rates by emphasizing connection-building and empathy.