CRM & Automation for Business Growth

CRM & Automation for Business Growth

Ready to streamline your customer interactions, boost your sales pipeline, and reduce manual admin work? This hands-on workshop is your introduction to the power of Customer Relationship Management (CRM) systems and automation tools designed to make your business run smarter—not harder.

We’ll start by breaking down what a CRM is and why it’s essential for businesses of all sizes. You’ll learn how CRMs help manage customer relationships, centralise communications, and support lead generation and tracking—ultimately helping you engage more meaningfully with your customers.

Next, you'll get a guided walkthrough of True Blue Connect, a powerful all-in-one CRM and automation platform built for small businesses. See firsthand how it helps you:

• Capture and manage leads more effectively

• Automatically send follow-ups, appointment reminders, emails, and SMS

• Set up workflows to automate repetitive tasks

• Map your sales funnel to better understand the customer journey

• Reduce administrative overhead and improve team productivity

Whether you're brand new to CRMs or want to get more from the one you're using, this session will equip you with practical knowledge and a demo of tools you can implement straight away.

💡 Finish the session with a Q&A to get tailored advice for your business challenges.

This workshop is ideal for small business owners, startup founders, and team members involved in sales, marketing, or customer service who want to improve efficiency, grow revenue, and deliver a better customer experience.

This workshop is presented as part of the Digital Solutions Program.
Please note by continuing the registration process you acknowledge and agree your information will be shared with the Commonwealth Department of the Treasury and the Commonwealth Department of Industry, Science, and Resources for program evaluation and reporting purposes.