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NEW for 2022! We’ve added September dates for our CRM Analytics Virtual Classroom!

Our trainers have years of experience using Sherpa CRM in the senior living sales trenches. As a result, they can offer a comprehensive explanation of Sherpa CRM’s analytics. This series is ideal for company executives, sales leadership, data analysts, or anyone who is responsible for preparing reports and interpreting data.

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

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

  • Define the metrics and data points within the CRM
  • Understand how data points are organized throughout the CRM
  • Have confidence in your ability to interpret these data points
  • Know exactly where to go in the CRM to get the data you need

When is this CRM Analytics classroom?

Meet with Sherpa’s expert trainers four times in September for 90-minutes per session.

September 6th 10-11:30AM CT

September 13th 10-11:30AM CT

September 20th 10-11:30AM CT

September 27th 10-11:30AM CT

See Sherpa in action.

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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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