We’ve helped hundreds of businesses and teams of all sizes, budgets and technical experience get a CRM system set up and working and they have never looked back!

CRM set up can seem daunting, but when done correctly will result in an extremely powerful tool that’s tailored to your business and intuitively works for you.

You won’t have to ask these questions anymore.

• “Where did this lead come from?”
• “What are they interested in? Are they interested?”
• “Did I follow up yet?”
• “Are they a good fit?”
• “Should I call them? Do we have their number?”

We will teach you how to set up your CRM using this 6 Step Process

1. Map Your Customer Journey
2. Streamline Your Processes
3. Create Custom Fields, Labels and Pipelines
4. Migrate Your Leads, Prospects & Customer Data
5. Integrate your tools and automate manual processes
6. Add users and set permissions

You will spend more time developing new business and winning clients. You will stop asking yourself what you should do and start doing what you need to.

Work More Efficiently, Boost Productivity and Save Time.

Join Us and Get Ready for Growth!

Wednesday 24th March 1pm UK
Wednesday 7th April 1pm UK
Wednesday 21st April 1pm UK
Wednesday 5th May 1pm UK

Click the button below to register on one of the above dates to receive your calendar invite and zoom joining link.