List of Sherpa CRM Customers
Saint Louis, 63103-1329, MO,
United States
Since 2010, our global team of researchers has been studying Sherpa CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Sherpa CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Sherpa CRM for CRM include: Avamere Family Companies, a United States based Leisure and Hospitality organisation with 5000 employees and revenues of $1.00 billion, James Imaging Systems, a United States based Distribution organisation with 100 employees and revenues of $15.0 million, Keystone Contractors, a United States based Construction and Real Estate organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Sherpa CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Sherpa CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Avamere Family Companies | Leisure and Hospitality | 5000 | $1.0B | United States | Sherpa | Sherpa CRM | CRM | 2021 | n/a |
In 2021, Avamere Family Companies implemented Sherpa CRM to standardize prospect engagement and sales workflows across its U.S. senior-living communities. The deployment positioned Sherpa CRM as the central customer relationship platform for community-level admissions and outreach, pairing CRM contact and lead records with video-enabled engagement to support sales and marketing processes.
Sherpa CRM was configured to support lead management, contact management, sales workflow automation, and reporting, with OneDay video integration embedded to capture and deliver prospect-facing video content and virtual tours. The OneDay video integration is documented as operating alongside Sherpa CRM to drive prospect engagement across Avamere Communities, and the OneDay case study reports CRM-driven outcomes during Jan–Apr 2022, with move-ins increasing 31 percent, deposits increasing 35 percent, and tours increasing 37 percent. Operational scope focused on U.S. communities and the admissions and marketing functions, with Sherpa CRM used to orchestrate outreach, track conversions, and consolidate prospect activity for community sales teams.
|
 |
James Imaging Systems | Distribution | 100 | $15M | United States | Sherpa | Sherpa CRM | CRM | 2019 | n/a |
In 2019, James Imaging Systems implemented Sherpa CRM, deploying the Sherpa CRM application to manage customer relationships, sales activities and marketing integration for its office-technology distribution business in the United States. The implementation is cited in the White Cup Sherpa CRM case reference and is positioned to support core CRM workflows across the company’s sales and marketing functions.
Sherpa CRM was configured to deliver core CRM capabilities including contact and account management, sales pipeline and opportunity tracking, activity logging, lead management and campaign response capture. Configuration emphasized centralized customer records and sales activity workflows, enabling sales reps to record interactions, advance opportunities through defined stages and coordinate follow-up tied to marketing outreach.
The case reference indicates integration of Sherpa CRM with marketing workflows to capture campaign responses and route leads into sales activities, keeping operational coverage focused on US distribution operations. Governance appears organized around centralized record ownership and activity-driven workflow expectations for sales and marketing teams, with CRM processes aligned to the company’s distribution sales cycle.
|
 |
Keystone Contractors | Construction and Real Estate | 10 | $2M | United States | Sherpa | Sherpa CRM | CRM | 2020 | n/a |
In 2020, Keystone Contractors implemented Sherpa CRM, a CRM, to support senior-living sales and marketing workflows across its managed communities in the United States. The deployment centered on core CRM capabilities aligned with Sherpa's Prospect-Centered Selling approach, emphasizing prospect and resident pipeline management, contact and account records, and sales activity tracking. Configuration work focused on sales workflow stages, marketing list segmentation, and activity automation to reflect referral-driven conversion flows typical of senior-living operations.
Sherpa CRM was provisioned as a centralized customer relationship platform used by onsite leasing teams and regional sales staff to coordinate outreach, referrals, and event-driven prospect engagement. Operational coverage targeted sales and marketing functions across the customer portfolio, with user workflows, activity routing, and reporting structured to deliver prospect-centric pipeline visibility. Governance efforts concentrated on standardizing prospect intake, referral tracking, and sales cadence across sites to create consistent execution of sales and marketing processes.
|
Buyer Intent: Companies Evaluating Sherpa CRM
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||