This session outlines a comprehensive CRM training program designed for two community colleges within the same district. The program focuses on creating a cohesive and scalable training process tailored to employees' unique roles. With an accessible, step-by-step structure, it ensures efficient onboarding and progressive training, starting with the basics through Liaison Academy courses and advancing to role-specific expertise with Liaison TargetX tools. By incorporating continuous support from CRM leads, detailed documentation, and readily available resources, the program fosters long-term success and knowledge retention, strengthening operational effectiveness across the district.

• Attend this session to explore how a structured CRM training program can address diverse employee needs and enhance operational efficiency.

• Expect to learn about the program’s step-by-step approach, from onboarding to role-specific training, and the strategies used to promote knowledge retention.

• Discover how to leverage continuous support, detailed documentation, and accessible resources to ensure long-term success with CRM systems.