How to Use your CRM

Online Course for Small Business Owners

You bought a CRM, you configured it, but you’re still not getting the results you expected.

We would agree — this is a problem.

If it’s yours, this course is for you!

Where does your CRM frustration show up?

Maybe you face resistance — your sales team doesn’t want to use the system.

Maybe you feel like you’re wasting money because you’re paying for something you’re not using.

Maybe you’re not quite sure how to incorporate the use of the CRM into your day-to-day.

You can get more out of your CRM

Learn how to incorporate the use of your CRM in your day-to-day activities.

It’s simple — When you use your CRM, you’ll be more consistent with follow-ups.

And when your follow-ups are more consistent, your sales will increase.

CRM is the foundation for your business growth. You’re smart to invest the time to learn how to use it!

Are you ready to grow?

Business owners who implemented CRM reported and additional $8 in revenue for every $1 spent on their CRM.

You’ll learn key CRM concepts:

  •  CRM for Small Business Models
  •  CRM Record Types
  •  CRM Features

You’ll learn the basics of CRM use:

  • What data should you be adding to your CRM to track prospects and your pipeline?
  • How can CRM support your customer journey?
  • How do you set up email templates, reports, and dashboards

You’ll hear how to use CRM to grow your business

  • What should you do with your business cards?
  • How do you use CRM to automate and segment?
  • What insight can CRM provide you into your own business?

Would you like to have a few more hours every week?

A recent study shows that CRM users reported 30% less time with administrative tasks after they started using a CRM!

Not convinced yet?
Learn what others are saying about the course

The Small Business CRM Coach team is simply amazing, they have been helping us automate our marketing/sales process and has delivered tremendous value for our company. We continue to work with Lidi Mocko and plan to tackle other aspects of the business once we refine the marketing/sales portion.

Chris Rodgers

Founder & Owner, Colorado SEO Pros

Lidi’s teaching style is reassuring, clear, and professional yet casual. I appreciate her knowledge and her obvious desire to provide truly useful information. It is what makes this course exponentially better than others, and worth the investment. Thank you for helping me become a little less afraid and more intelligent about Insightly and CRMs in general. I am still figuring it out but I have a baseline that has really helped me.

Trina Hoefling

Author, Speaker and Co-Founder,, The Smart Workplace

This course can help you beat the challenges!

Merkle Group research shows that CRM Implementations have a 63% failure rate.
Don’t be one of those businesses!

You may ask–

Who is this course for?
We designed it for small business owners who already have a CRM system and are interested in learning how to maximize its value.
What can I expect to get out of this course?
At the end of the course, you’ll know how to use your CRM system, and you’ll have a better idea of what activities to prioritize to improve sales and customer service. You’ll also receive one individual coaching session and access to our private Facebook page.
How much time do I need to dedicate for this course?
You’ll spend approximately 2-3 hours per week for six weeks. This includes watching our online course content and completing the assignments. You can work at your own pace, and we’ll guide you throughout. To be truly successful, you will need to commit to doing the work.
After I get a CRM in place, do I still need to enter data?
For sure. Your system is only as good as the data you put into it. In this course, you’ll learn when to add data to your system, what type of data to add, and how to find it later — when you really need it.

Sign up for How to Use Your CRM.

$99 includes 3 modules with online videos sessions, homework review, one individual coaching session, and access to our private Facebook page.