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WEBINAR: Getting Started with a Simple CRM

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Thu, 22 May, 1pm - 2pm AEST

Event description

Drowning in customer information spread across emails, spreadsheets, sticky notes, and your memory? Feeling overwhelmed when trying to follow up with prospects or wondering which customers deserve more attention? You're not alone - most small business owners struggle with managing customer relationships effectively.

In this practical workshop, you'll discover how implementing even a simple CRM system can transform your business operations, improve customer satisfaction, and boost your bottom line - without technical headaches or breaking the bank.

During this actionable session, you'll discover:

  • CRM Fundamentals Demystified: Cut through the jargon to understand exactly what a CRM does and how it can solve your specific business challenges - from tracking leads to nurturing relationships to identifying your most valuable customers.
  • Feature Navigation Made Simple: Learn which CRM features actually matter for small businesses and which are just expensive distractions, so you can avoid paying for capabilities you'll never use.
  • Decision-Making Framework: Follow a straightforward process to evaluate your specific needs and match them to the right CRM solution - whether you need something basic and free or more robust and specialized.
  • Implementation Roadmap: Get a step-by-step guide to setting up your CRM correctly from the beginning, including data migration, customization, and integration with your existing tools - preventing costly mistakes and rework.

If you're ready to stop letting valuable customer information fall through the cracks and create a system that helps you nurture relationships more efficiently, this webinar will provide the practical guidance you need to get started immediately.

This session will be recorded and sent to everyone who has registered. Grab your spot now!

Perfect for:

  • Small business owners who know they need better customer tracking but don't know where to start
  • Entrepreneurs who have tried spreadsheets but find them inadequate for managing growing customer relationships
  • Service-based businesses looking to improve client retention and follow-through
  • Business owners overwhelmed by too many CRM options and needing clear guidance to make the right choice

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