Getting Started with CRM

Host: D2N2 Growth Hub

Location: Online - Webinar

Date: Thursday, 4th March 2021 at 2.00pm - 4.00pm

Cost: FREE

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Is your customer database currently kept on a basic spreadsheet or maybe even an outdated card-file system? If it is, this webinar will help you to start using a Customer Relationship Management system (CRM) to bring your contact data together on one user-friendly platform.

Integrating a good CRM system into your business could revolutionise your sales, account management and customer service functions. In addition, it would also give you the reassurance that the data you hold is easy to access wherever you’re working from (particularly important at the moment) and is stored in a secure and compliant manner.

Who should attend this webinar?

This webinar is suitable for any businesses, of any size that are not currently utilising CRM technology. You don’t need to have any technical knowledge to enrol, but it is designed particularly for individuals in leadership roles who have at least some responsibility for sales or financial forecasting.

This webinar is aimed at SMEs. Please note that preference will be given to businesses based in Derby, Derbyshire, Nottingham and Nottinghamshire for this workshop.

What will we cover?

  • Understanding the basics including what customer relationship management is and how it has evolved in recent years.  

  • Evaluating the different CRM solutions available and learning how best to choose a system that fits your business in terms of scale, functionality and cost.  

  • Unearthing the capabilities of different CRM systems and deciding which type would be best for your business. Cloud-based CRM software, for example, can do more than just handle customer data and communication records. By integrating with other software, the potential for CRM to streamline your business is virtually unlimited. 

  • Making CRM effective in your business through patience and good planning – including how to ‘set up for success’ and best practice tips to help you get started straight away.

What outcomes can you expect from joining us?

After attending this webinar, you will:

  • Understand what CRM software can do for your business. 

  • Choose the right platform for your needs. 

  • Get started straight away with a simple setup that can be expanded upon over time.


  • 2.00pm - 2.45pm - Webinar presentation

  • 2.45pm - 3.00pm - Break

  • 3.00pm - 3.45pm - Webinar presentation

  • 3.45pm - 4.00pm - Q&A

Who’ll be presenting this webinar?

Martin Broadhurst is a digital strategist and EOS (Entrepreneurial Operating System) expert. He majors in Email Marketing, CRM and Automation and, as a Chartered Institute of Marketing tutor and experienced digital agency leader, has been helping marketing professionals to hone their digital skills for over 10 years.





This webinar is hosted by the D2N2 Growth Hub, East Midlands Chamber and part-funded by the European Regional Development Fund.

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