ShareBuilders is excited to offer weekly live training sessions for both managers and sellers who want to get more value from ShareBuilders CRM.
These 30-minute sessions, followed by live Q&A, are designed for new users, experienced users who want a refresher, and teams looking for practical ways to use CRM more effectively in their day-to-day workflow. Each session is role-specific, so you can choose the training that best fits how you use the platform.
Use the registration links below to choose the date that works best for you.
ShareBuilders CRM Essentials for Managers is built for sales managers and administrative team members who want better visibility into team performance, stronger one-on-one coaching, and more confidence using CRM tools for reporting, budgets, pending items, dashboards, and account management.
In these sessions, managers will learn how to:
Navigate key manager views in ShareBuilders CRM
Review team performance and seller activity
Use dashboards and reporting more effectively
Manage budgets, pending items, and account alignment
Support better coaching and follow-through through CRM
All Manager Sessions begin at 1:00 PM CT.
ShareBuilders CRM Essentials for Sellers is built for sellers who want to use ShareBuilders CRM more effectively every day. These sessions focus on daily workflow, dashboard use, activities, opportunities, next steps, pipeline movement, reporting, and the habits that support stronger account management and follow-up.
In these sessions, sellers will learn how to:
Navigate the seller dashboard and organize daily priorities
Add and update activities, opportunities, contacts, and accounts
Keep next steps and pending items current
Use the sales funnel more effectively
Review performance data and reporting inside CRM
All Seller Sessions begin at 1:00 PM CT.
Each session is designed to be practical, approachable, and easy to apply right away. Whether you are joining as a manager or a seller, you’ll get a guided look at the workflows, tools, and best practices that help you get more from ShareBuilders CRM.
Each webinar includes:
A live 30-minute training session
Practical examples you can use right away
Time for live Q&A
Choose the session that fits your role, pick the date that works best for your schedule, and register using the link above.
