Sherpa CRM Overview
This is a summary of the comprehensive capabilities and benefits of Sherpa CRM based on over 188 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Sherpa CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Sherpa CRM is right for your needs? Our Cuspera AI engine can evaluate how Sherpa CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Sherpa CRM supports business activities such as:
- Lead Qualification: Demographic
- Coaching
- Competitive Intelligence
- Conversion Management
- Campaign Analytics
Sherpa CRM can help you with many business goals, such as Increase Sales & Revenue, Enhance Customer Relationships, Improve Consistency, Scale Best Practices, and Improve Efficiency. As a solution, Sherpa CRM's capabilities include Recording.
Sherpa CRM Pharmaceuticals Vertical is its biggest customer base.
Reviews
"...The PointClickCare integration allows users to send prospects demographics and contact information from Sherpa into PointClickCare by recording a Deposit or Sale in Sherpa...." Senior Living Sales Methodology
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Sherpa CRM solved their CRM needs. Cuspera uses 188 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities peers achieved using Sherpa CRM.
Use Cases
Peers recommend Lead Qualification: Demographic , Coaching , Competitive Intelligence , as the business use cases that they have been most satisfied while using Sherpa CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Lead Qualification: Demographic |
4.56/5 ★ |
"...The PointClickCare integration allows users to send prospects demographics and contact information from Sherpa into PointClickCare by recording a Deposit or Sale in Sherpa...." Senior Living Sales Methodology |
| Coaching |
4.36/5 ★ |
"...In-person training, sales coaching, webinars and e-learning for senior living professionals. ..." Senior Living Sales Training & Coaching |
| Competitive Intelligence |
4.07/5 ★ |
"...Micrometrics deliver new business intelligence into every aspect of your sales process, delivering not more data, but better data data that leads you and your team toward more sales. ..." Data Insights |
| PEER EXPERIENCES | |
|---|---|
| Lead Qualification: Demographic |
4.56/5 ★ |
"...The PointClickCare integration allows users to send prospects demographics and contact information from Sherpa into PointClickCare by recording a Deposit or Sale in Sherpa...." Senior Living Sales Methodology |
|
| Coaching |
4.36/5 ★ |
"...In-person training, sales coaching, webinars and e-learning for senior living professionals. ..." Senior Living Sales Training & Coaching |
|
| Competitive Intelligence |
4.07/5 ★ |
"...Micrometrics deliver new business intelligence into every aspect of your sales process, delivering not more data, but better data data that leads you and your team toward more sales. ..." Data Insights |
|
13+ more Business Use Cases
Our AI advisor, Wyz, harnessed 188 insights from peers and experts to help you assess how these Sherpa CRM use cases fit your CRM needs.
Popular Business Setting
for Sherpa CRM
Top Industries
- Pharmaceuticals
Popular in
- Enterprise
Peers used Sherpa CRM to Increase sales & revenue and Enhance customer relationships
Peer and Expert Opinion on Features
for Sherpa CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (7) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (7) |
IT and Other Capabilities
for Sherpa CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (13) |
| Data Export | Read Reviews (12) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (13) |
| Data Export | Read Reviews (12) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (19) |
| Chat Support | Read Reviews (3) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (19) |
| Chat Support | Read Reviews (3) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | Read Reviews (11) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | Read Reviews (11) |
Software Failure Risk Guidance
?for Sherpa CRM
Top Failure Risks for Sherpa CRM
Vendor Profile Details
Company Name
Sherpa
Company Website
https://sherpacrm.com/HQ Location
3030 Locust Street, St. Louis, Missouri 63103, US
Employees
201-500
Social
Financials
PRIVATE
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