February CRM Basics Classroom
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
