Considering CRM for Your Business (Book Both Sessions)
Understand why you should decide what you want from a CRM system rather than learn to use a CRM the way it is programmed. Knowledge is power
About this event
CONSIDERING THE BENFITS OF A CRM BY ATTENDING THESE FREE WORKSHOPS WILL HELP YOU AND YOUR TEAMS MAKE THE RIGHT CHOICES BEFORE IMPLEMENTING ANY PROCESS CHANGES
The workshop sessions will allow business or team leaders to develop their understanding before considering CRM as a tool they can use.
- The workshop sessions are designed for a basic understanding of how CRM systems can benefit businesses.
- To make sure the reason for embedding them in the core business processes are thought through.
- Talk through why members of the business team(s) should be involved in system/process changes.
Both sessions are 3-hours long. PLEASE BOOK BOTH DATES.
And the content has been designed to inform rather than train.
The delegates are limited to 10-businesses; represented by the business owners or team leaders. Maximum of 2-delegates from a single business.
SESSION ONE - 5th APRIL 2022
This session will introduce the CRM functionality in context with its purpose inside your business. Its impact on existing marketing and sales processes and your team(s) activities.
- Overview of Business Process & Roles
- How easy are you to do business with?
- How easy are you to work for?
- The Orbital Buying Cycle
- Overview of the HubSpot Flywheel
- Structuring Contact & Company Record Data
- Contact List Management & Uses
SESSION TWO - 12th APRIL 2022
The session will focus on managing the quotes functionality and progressing enquiries through a pipeline until the ‘deal’ is concluded. It will take a brief look at the many ways to extract management information that is kept in real-time.
- Activity Management – Email & Task Reminders/Alerts
- Email Marketing Basics
- Sales Pipeline Management
- Creating Quotes & Reviewing Deal Management
- Considering More Functionality Through Integration
- What Could Be Your Next Steps?
