Introduction to implementing and using a CRM

Your Customer Relationship Management system (CRM) is an essential part of your marketing and sales process. It organises information about prospects, opportunities and customers so your sales and marketing is efficient and effective.

One problem for many business coaches is the number of different CRMs that are out there - which should you choose? Another is how to get value from it; choosing the system and creating an account is the easy bit. Understanding how this complex piece of software should be set up to help your business grow is the part that so many businesses get wrong.

This one-hour online coaching session walks you through the decisions you need to make to achieve maximum benefit from your CRM system quickly.

If you are new to using a CRM and unsure about how best to choose and set one up then this hour of coaching will make sure you hit the ground running and avoid the cost and pain of learning through trial and error. It will more than pay for itself in the first sale you make and continue to benefit you for years.


  • Format: Online 121 training
  • Duration: 1 hour

All materials are editable and customisable to your own branding and coach-specific content within the terms of our license.

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