Hospice providers often ask if we train their staff on how to use the CRM and manage their website. The answer depends on which tool we’re talking about.
CRM Training – Yes
We provide training for your team on how to fully use the CRM. This includes:
- Managing and tracking leads
- Using built-in communication tools
- Monitoring activity and follow-ups
- Accessing reports and analytics
Our CRM is designed for hospice providers, so the training is straightforward and focused on practical use for growing your census.
Website Training – No
We don’t offer training for website management, design changes, or plugin updates. This is because we keep admin privileges for your site to ensure it remains fast, secure, and technically sound. Your team will have editor access, which allows you to:
- Add or edit blog posts
- Update basic page text
- Upload photos or PDFs
More complex updates, design adjustments, or plugin installations remain on our end to prevent performance or security issues.
Why This Approach Works Best
By keeping the technical and structural updates in our hands and training you on the CRM, you get the best of both worlds; the ability to respond quickly to leads and publish new content, without the risk of breaking your site or slowing it down.
📞 Want to see how our CRM can simplify your hospice marketing? Call us at (877) 959-5849 to schedule a demo and training session for your team.