CRM 101: Why Every Business Needs a CRM to Grow Smarter

CRM 101 - Why Every Business Needs a CRM to Grow Smarter

Are you still managing customer relationships with spreadsheets, sticky notes, or scattered emails? It’s time to level up.

Join us for CRM 101, an interactive workshop designed to demystify Customer Relationship Management (CRM) systems and show you how they can transform the way you manage leads, customers, and growth. Whether you're in sales, marketing, or operations, this session will help you understand the why behind CRMs and how to choose the right one for your business.

We’ll explore key features across popular platforms like HubSpot, Pipedrive, GoHighLevel, and ProspectCRM, with real-world examples and practical insights - without the sales pitch.

🔍 What you’ll learn:

• What a CRM is and why it matters

• Common business challenges CRMs solve

• Core features across leading CRM platforms

• How to choose the right CRM for your needs

• Live walkthroughs and use cases

🎯Who should attend: Business owners, sales teams, marketers, and anyone looking to streamline customer management and drive growth.

🎙️ Meet the Speaker

Greg Roworth
SYSTEMologist® | Productivity Specialist | HubSpot & ProspectCRM Implementer

Greg Roworth is a SYSTEMologist® and Productivity Specialist with nearly two decades of experience helping businesses eliminate chaos and gain traction. He specializes in transforming operations by optimizing systems and boosting productivity - leveraging tools like Microsoft 365, HubSpot, and ProspectCRM.

Greg understands the challenges many business owners face: feeling stuck in the day - to-day grind, carrying the weight of their teams, and struggling to find time for what matters most - like family. His mission is to streamline business systems, enhance operational effectiveness, and elevate business value so owners can reclaim their time and see their businesses thrive.