CRM Online Courses

We have been helping small business owners with CRM systems since 2014.

During this period we learned that a lot of small business owners need to be empowered to learn more about CRM systems and all the different ways it can help them to grow their business.

That’s why we created these online courses:

  • How to choose your CRM
  • How to configure your CRM
  • How to use your CRM

We have used our experiences to provide a Do It Yourself (DIY) version of our services, combined with a coaching session to help you address your questions and challenges as you go through each one of our courses.

How to choose your CRM

You business is growing.

You realize you can’t keep tracking your potential clients and current clients with spreadsheets.

You googled: CRM for Small Business, and you got way more results than you expected. We know how frustrating it is.

And the good news is: you just arrived at the right place!

How to configure your CRM

You did your research and you found the right CRM for your business. Congratulations!

Now, you need to configure it in a way that is aligned with how your business operates.

You are wondering: what custom fields do I need for my contacts? Or how do I get that sales pipeline configured?

This course will walk you through the main configuration steps to get you up and running with your new CRM in not time!

How to use your CRM

You have purchased a subscription for a CRM system, but something is not right!
Your team is not using the system. Or maybe you are not quite sure about how to incorporate the CRM in your day-to-day activities.

We have seen this happen before. We can help you.

In this course we explain key CRM concepts and how it can help you grow your business.