The New to CRM package includes the following 7 sessions:
Session 1 – Basics 101 (3 hours)
Starting with the basics. We get your users comfortable entering data and using the system.
Session 2 – Basics 102 (2 hours)
Focuses on a refresh of the basics with Q/A time and an intro to Advanced topics.
Session 3 – Adv 101 (3 hours)
Here we cover the topics that allow you to understand your data and use it for success.
Session 4 – Adv 102 (2 hours)
Solidifying what you’ve learned so it becomes second nature in your day-to-day activities.
Session 5 – Marketing (4 hours)
Marketing directly out of your CRM. From start to finish. We’ll send your first campaign in class.
Session 6 – Admin (4 hours)
Admins take it one step further And are taught the basics of administering your CRM.
Session 7 – Final Q/A (2 hours)
Leaving no question unanswered. We get together one final time to make sure we’re all on the same page.
*See the curriculum posted above for more details on each sessions topics.