Host: D2N2 Growth Hub
Location: Action Planning Workshop
|Tuesday, 1st June 2021 at 9:30am - 12:30pm|
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.
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.
Please note that this workshop is open to trading SMEs based in Derby, Derbyshire, Nottingham and Nottinghamshire. Businesses located outside of this area will be unable to attend and instead directed to alternative support.
Connecting marketing and sales
Security, user roles and permissions
Companies, contacts, and deals
Creating custom properties
Custom views and shared views
Creating sales pipelines
Managing sales and communications
Dashboards and reporting
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
This is an interactive, action planning online workshop. You will leave this session with handouts and a practical action plan which can be implemented within your business. Where possible, we would like to encourage you to join this session with your video camera turned on and when instructed by the facilitator, you may un-mute your microphone to take full advantage of the interactive nature of the workshop. For the best user experience, we recommend joining the workshop using Chrome or Firefox as your web browser.
9.30am - 10.20am - Workshop presentation
10.20am - 10.30am - Break
10.30am - 11.20am - Workshop presentation
11.20am - 11.30am - Break
11.30am - 12.15pm - Workshop presentation
12.15pm - 12.30pm - Q&A
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.
Click here to book your place on to: Setting Up a CRM: Part 2
This workshop is hosted by the D2N2 Growth Hub, East Midlands Chamber and part-funded by the European Regional Development Fund.Book Now
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