- Clear steps to select the right CRM for your business.
- Guidance on how to configure your CRM to make it work aligned with how you run your business.
- Learn how to use your CRM in a way that will help you grow your business.
- More visibility over your sales efforts and networking follow-ups.
If you have a CRM and you are not using it, because you don't have time to figure out how it works, then you should absolutely consider joining us!
- Key Concepts.
- How to use your CRM.
- How do you choose your CRM?
The variety of CRM options targeting small businesses has exploded with the evolution of cloud computing. With so many options, small business owners don’t have the time or technical expertise to figure out which tools are the best tools to support their business operations. Small Business CRM Coach is here to bridge this gap by providing affordable services to help small business owners navigate the complexities of selecting and implementing cloud software.
Access to the online course begins on July 9, 2018.
The first group coaching session will be hosted on Zoom, Tuesday, July 10 at 4:00 P.M.
Course participants will meet with Coach Lidiane Mocko every Tuesday at 4:00 P.M. MT for six (6) weeks.
What is CRM?
CRM stands for Customer Relationship Management. Big businesses have used CRM systems for decades. Now, thanks in large part to online software and cloud computing, CRM systems are affordable for businesses of all sizes.
What CRM will we be using during this course?
The course is not based on any CRM system. Course participants will learn the key features of all CRM systems. We will guide our course attendees through the steps to choose the right system for their businesses. We will also provide an overview of the current products available for small business that match the needs of our course attendees.
If I take the course, does it mean I need to buy a CRM system to attend? I am concerned I can't afford a CRM system.
No, you don't. There are many CRM systems with prices ranging from $0 to $20 per user, per month. During the course, we will help you to evaluate what you need for your unique business challenges, which will help you to decide how much you want to spend.
How do I know if I need a CRM?
If your business is growing and information is getting lost in your emails, you need a CRM. If you are tracking your potential clients in spreadsheets, and you have so much data in it that you are having a hard time updating and tracking, you definitely need a CRM.
How much time do I need to dedicate for this course?
You will spend approximately two to three hours per week. This includes the following activities: watching our online course content, completing the assignments, and joining the coaching sessions. Throughout the course, we will guide you. 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?
Yes, you do! Your system is only as good as the data that is in it. In this course, you will learn when to add data to your system, what type of data to add, and how to find the information in it later — when you really need it.