CRM Training Workshops

 

Attend our workshops from anywhere and navigate your way through the process of getting a CRM.

We’ll save you hours of time and money and help you get there faster.

 Virtual Workshop:  The Ultimate Small Business CRM Setup

A live, interactive workshop  that will help you pick the right CRM and build a plan to get things up and running.  We guide you through every step in the process of getting a CRM.  Whether you are going to handle the setup yourself, or need some help, this workshop is a must for any business owner or leader starting the CRM journey.

  • All you need is an internet connection, a PC and an audio connection (through your phone or PC) to attend this highly interactive, collaborative approach that requires 90 minutes of your time every day for 4 days.  
  • Join our daily sessions live from 12-1:30 PM EST or play them back at your convenience.  Each daily session is followed up with activities and exercises to complete and you will have access to our member forum to ask questions and provide feedback.
  • Each workshop is customized to meet the needs of our participants, and as a result, our maximum class size for each workshop is limited to 30 attendees.
  • The cost to participate in this workshop is $599.  Each additional participant from your company that attends the same workshop session is FREE!
  • After completing the registration and checkout process, you will immediately be provided with all of the details on accessing the workshop via email.

Virtual Workshop:  Zoho One Small Business Setup

Zoho One is one of the leading software platforms for smaller companies, but it’s very challenging for the average business owner to figure out how to set things up.  This live workshop will help small business owners and leaders with a minimum to moderate level of technical skill manage a basic Zoho One setup.

  • The workshop covers all of the core Zoho One applications that are a great fit for most small businesses.
  • You will learn how to set up your primary databases of prospects and customers in the CRM, how to use the integrated sales and marketing tools to generate email, text message and social campaigns to generate more leads, how to eliminate manual or repetitive tasks, managing customer support and finances all through a single, integrated platform that costs less than $40 a month per user.
  • All you need is an internet connection, a PC and an audio connection (through your phone or PC) to attend this highly interactive, collaborative approach that requires 90 minutes of your time every day for 3 days.
  • Join our daily sessions live or play them back at your convenience.  Each daily session is followed up with activities and exercises to complete and you will have access to our member forum to ask questions and provide feedback.
  • Each workshop is customized to meet the needs of our participants, and as a result, our maximum class size for each workshop is limited to 30 attendees.
  • The cost to participate in this workshop is $499.
  • After completing the checkout process, you will immediately be provided with all of the details on accessing the workshop via email.