CRM 101 Workshop

Who is this for?

Small business owners who have not used a CRM system before. You know you need a better system, but you are not sure which one is a good fit for your business. Or maybe you are overwhelmed with all the different options available for small business owners.

This workshop is great for small business owners who are new to CRM and would like to learn more about the benefits of CRM for small business.


The CRM Workshop includes:

  • CRM basics customized to fit your business. The customization is based on a web form you are required to complete before our meeting.
  • Review of the different buckets – Contacts, Accounts, Organizations, Leads and Opportunities
  • Difference between marketing automation and CRM
  • Comparison between potential solutions that align with your business model
  • Recorded workshop