September CRM Basics Classroom

NEW for 2022! We’ve added September 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.

September 12th 12-1:30PM CT

September 13th 12-1:30PM CT

September 14th 12-1:30PM CT

September 15th 12-1:30PM CT