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CRM Training & Support - 9th April 2017
Sun 9 April 2017, 13:00 – 17:00 BST
The Less Annoying CRM is an incredibly powerful and helpful tool to simplify your life, help you build a bigger business and stay organised for the future too. Run it on your Tablet, Mobile Phone, Computer, Laptop, the choices are endless and that means your information can always be within easy reach.
My intention is to share a lot of my knowledge, tips and tricks that I use the CRM for such as:
Having all of my contacts in 1 place
An easier and easily managed Calander
Tracking any emails with my contacts automatically
I can see within a blink of an eye who of my prospects are with for their Broadband, this is especially helpful when BT & Sky hike their prices.
Have my notes easily to hand about each person and where they are up to in my prospecting process
There will no doubt be more to it too and my aim is to learn them and help as many people as possible get to grips with it.
There can be a lot to setting up the software PROPERLY and ensure that your contacts, emails, calanders and notes are all synchronising properly and will take a lot of patience and time to help you so please bare with me and my team on the day. Some of you may have already set up with the CRM and be under way with it, or some may be completely new and not registered for it at all.
Don't worry either way, we will cater for and help you with it all.
You will need:
1 - Your Tablet (UW Tablet, Own Tablet or iPad - It all works) and a Laptop if you have one - please ensure they are both fully charged on the day. Electricity outlets will be provided on the day but they will be limited.
2 - Login details for the main email address that you use for your UW business, CRM (if you have already gotten underway with it), iTunes account if you use it. If you already have a Gmail account then that is very helpful, so please ensure you have the login details for it.
3 - Notepad and pen to take notes to help yourself for the future.
Please bring your own food and drink if you need it.
Entry is charged at £2 per head to cover the cost of room hire for the day. If you would like to come along then please book the event so as I know for numbers how many people to expect and please make immediate payment to keep your slot on the day. Payment method will be via bank transfer to the following details:
Sort Code: 40-12-13
Spaces are limited to 48 for the day, if there is a lot of demand by a lot of people then I will happily run the training multiple times to cater for those who can't make the date, or are unable to get a slot in time.
It will be an open forum day with lots of questions and answers flying around.