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Unlock the Full Potential of Sierra Interactive: Introducing Sierra Academy

Sierra Academy is your go-to training resource for mastering Sierra Interactive’s IDX website and CRM features. Packed with video tutorials, how-to guides, and self-paced courses, it supports both new users and experienced teams in optimizing their daily workflows and lead conversion strategies.

 

Why This Feature Matters:

 

 

Empowering agents and teams with the knowledge to confidently use Sierra Interactive ensures higher platform adoption, better lead management, and a more impactful online presence. With Sierra Academy, users gain on-demand access to curated learning paths that help turn tools into results.

 

 

 

Step-by-Step Instructions:

 

 

 

Accessing Sierra Academy

 

 

  1. Log into your Sierra Interactive CRM account.

  2. Navigate to the Live Training page in your dashboard.

  3. Locate the Sierra Academy section.

  4. Click the link to access the full course library.

 

 

 

 

Key Course Offerings

 

 

Here’s a preview of some featured training available inside Sierra Academy:

 

  • Lead Import Wizard – Learn how to bring your existing leads into Sierra.

  • Using the Sierra CRM Daily – Best practices for daily lead management and follow-up.

  • Lead Engagement – Strategies for nurturing leads using CRM tools.

  • Converting Leads with Sierra – Maximize conversion rates with actionable workflows.

  • Create Content for Your Site – Manage your blog, landing pages, and site content.

  • Site Layout Settings – Customize homepage layout and widgets.

  • Mobile App – Access Sierra’s key features while on the go.

  • Setup for ISA Users – Tailor the CRM experience for ISAs and team roles.

 

 

Each course is video-based and designed for self-paced, intuitive learning.

 

 

 

Onboarding & Continuous Training

 

 

 

Streamlined Onboarding

 

 

  • New users can quickly gain platform proficiency through foundational training.

  • Follow interactive learning paths that walk through the most critical features in the right order.

 

 

 

Empowering Ongoing Team Learning

 

 

  • Upload Custom Training Videos: Personalize Sierra Academy with your internal team content.

  • Add Checkpoint Quizzes: Reinforce knowledge and track learning progress.

  • Private to Your Account: Any custom content uploaded is visible only to your team.

 

 

 

 

Best Practices:

 

 

  • Assign Sierra Academy courses during onboarding to standardize new user education.

  • Regularly revisit new course content as Sierra releases feature updates.

  • Use checkpoint quizzes and performance reports to track training effectiveness.

 

 

 

 

Troubleshooting Common Issues:

 

 

  • Can’t Find the Academy Link? – Make sure you’re accessing the Live Training section within the CRM dashboard.

  • Videos Not Playing? – Check your browser permissions or try an incognito window to bypass caching issues.

  • Uploaded Video Not Visible to Team? – Confirm you published the video to the correct user group under your account.

 

 

 

 

FAQs:

 

 

Q: Can I assign courses to specific team members?

A: While direct course assignments are not available, you can guide team members to specific videos or training paths.

 

Q: Are Sierra Academy courses free?

A: Yes! All standard training videos in Sierra Academy are included with your Sierra Interactive subscription.

 

Q: Can other clients see my uploaded training content?

A: No, any custom videos or training modules you upload are only visible to your account and cannot be accessed by other users.