Setting up a CRM

Host: Community Renewal Fund

Location: East Midlands Chamber, 8 Experian Way, Nottingham NG2 1EP

Cost: FREE


Tuesday, 28th June 2022 at 9:30am - 4:30pm

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Would you like to create and maintain lasting relationships with your clients base?  Do you also want to be able to use your client database to target the right customers about specific products and services relevant to them?

Maintaining strong customer relationships is simple when you have a good understanding of your customer data. Customer Relationship Management (CRM) software will give you all the tools that you need to make the best use of your customer data to develop and grow long-lasting customer accounts.

Join us for this two-part action planning workshop to see how you can configure a CRM system to give you all the information your business needs to grow.

Who should attend this workshop?

The workshop is for any manager or staff member working for or with an SME in the following areas: 

  • Derbyshire Dales and the High Peak
  • Bassetlaw, Mansfield, Newark and Sherwood
  • Nottingham City
  • Leicester City

This workshop is for any business who does not have a CRM system or would like to get more out of their existing CRM through better configuration of the data.

What will we cover?

  • Connecting marketing and sales
  • Security, user roles and permissions
  • Companies, contacts, and deals
  • Creating custom properties
  • Importing data
  • Custom views and shared views
  • Creating sales pipelines
  • Managing sales and communications
  • Dashboards and reporting

What outcomes can you expect from joining us?

After attending this workshop, you will:

  • Be more able to align sales and marketing activity
  • Create user roles within your CRM with data safety and GDPR compliance in mind
  • Understand the relationship between CRM objects such as contacts and deals
  • Create and share filtered views to provide you with important insights at the press of a button
  • Have a sales pipeline in place with a weighted forecast for better estimated sales reporting

About the speaker

Martin Broadhurst is a digital strategist, majoring 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 event is part-funded by the UK Government through the UK Community Renewal Fund.

The UK Community Renewal Fund is a UK Government programme for 2021/22. This aims to support people and communities most in need across the UK to pilot programmes and new approaches to prepare for the UK Shared Prosperity Fund. It invests in skills, community and place, local business, and supporting people into employment. For more information, visit here

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