Getting started with CRM

FundedLeicestershireEventLLEP - Digital Business Growth Programme


How to choose the right system for your business to strengthen customer relationships and grow sales. Join our 90-minute webinar on how to get started with Customer Relationship Management (CRM) and revolutionise your sales, account management and customer service functions.

Is your customer database stored in your filing cabinet? Do you scroll through a spreadsheet to source your sales data? If this sounds familiar, this webinar will help you to pull your sales and customer service data together into one platform, allowing you to manage sales more effectively, forecast more precisely, and improve your customer relationships.

Who should attend:
This webinar is suitable for businesses of any size which aren’t making the most of Customer Relationship Management technology. Delegates should be in a leadership position and have some responsibility for sales or financial forecasting. No technical knowledge is required.

This webinar will cover:

  • What is customer relationship management? - Understanding the basics of CRM software is and how it has evolved in recent years.
  • How to choose the right CRM software for your needs? - With hundreds of different CRM systems to choose from, identifying the right fit for your business can be challenging. You’ll learn about some of the best ways to find the perfect fit for your business regardless of your business’ size or budget.
  • What CRM can do for your business - Cloud-based CRM software can do more than just handle customer data and communication records. By integrating with other software, the potential for CRM to streamline your business is virtually unlimited.
  • Best practice tips to get started with a CRM today - Deploying a CRM system is easy. Making it a success in the long term requires patience and planning. Follow these top tips to get your CRM systems set up for success.

Webinar outcome:
By attending this webinar delegates will have an understanding of what CRM software can do for their business, how to choose the right platform for their needs, and how to get started with a simple setup that can be expanded upon over time.

This webinar is delivered by the East Midlands Chamber’s Digital Growth Programme team and is part-funded by the European Regional Development Fund, East Midlands Chamber and Leicestershire County Council.

Need financial help with funding a CRM system?
Technology Grants are available to eligible SMEs to help introduce new systems and software to improve productivity. If you want to know more visit our Technology grants page or speak to one of our Events and Engagement Officers.


When & Where

Bookings no longer accepted

Events and Engagement Officer

Name: Collette Degia Email: Phone: 07387141590