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
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
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?
What can I expect to get out of this course?
How much time do I need to dedicate for this course?
After I get a CRM in place, do I still need to enter data?
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.