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We’ve added February 2023 dates for our CRM Basics Virtual Classroom.

Our trainers have years of experience using Sherpa CRM in the senior living sales trenches. As a result, you will learn how using the CRM helps to sustain Prospect-Centered Selling® behaviors and best practices.

Note: CRM Basics is offered to Sherpa CRM users only.

Sherpa’s CRM Basics classroom is a 4-day series of 90-minute sessions. During the series you will learn how to:

  • Confidently navigate the different pages within Sherpa CRM and understand how they work together
  • Build a complete prospect profile and journaling best practices
  • Manage outreach companies and contacts
  • Maintain the occupancy board and depositors
  • Customize data points in Sherpa reports, and save, share and schedule report templates

When is this CRM Basics classroom?

Meet with Sherpa’s expert trainers for four 90-minute sessions.

February 13th 10-11:30AM CT

February 14th 10-11:30AM CT

February 15th 10-11:30AM CT

February 16th 10-11:30AM CT

See Sherpa in action.

Check out more results

Hallmark Care Homes

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Amber Infrastructure

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Integrated Senior Lifestyles

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Adlington Retirement Living

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Avamere Family of Companies

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Parc Communities

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Take the first step toward better sales.

Learn how Sherpa can lead you to better sales