Unlock the Power of The Right CRM

CRM Expert Training Tailored for Small Businesses

Are you struggling to find the perfect CRM for your business needs?

Confused by too many CRM options? Unsure of what features you need? Struggling with budget constraints? We will help you cut through the noise and make informed decisions. This training ensures that every dollar spent on CRM selection is optimized for maximum efficiency and effectiveness. You will have a tailored CRM roadmap, a clear understanding of essential features, and an actionable plan to align CRM selection with your business goals.

What You’ll Get:

  • Interactive Workshops: Hands-on sessions for practical learning and collaboration

  • Surveys and Feedback: Engage all stakeholders to ensure the CRM meets everyone's needs

  • Metrics and Evaluations: Use comprehensive tools to evaluate CRM vendors and track your decision-making process

What You'll Learn:

  • How to assess your business needs 
    Budgeting effectively to get the best value for your investment

  • Evaluating CRM options with a focus on lead acquisition, sales forecasting, and marketing funnels

  • Integrating team workflows and customer personas into your CRM strategy

  • Metrics to Evaluate Vendors: Learn how to objectively compare CRM vendors

  • Action/Priority Matrix: Prioritize your CRM needs and features

Why This Training Matters

The global CRM market size was valued at

USD 57.83

in 2022 and is expected to grow at a compound annual growth rate (CAGR) of 13.9% from 2023 to 2030. [source: Grand View Research]

By 2025, Gartner predicts that the CRM market will be worth

$82 billion

making it the fastest-growing software market.

The average ROI for CRM is

$8.71

for every dollar spent
[source: Nucleus Research]

Sales teams that use CRMs see their productivity increase by

34%

On average

  • It’s for business owners and key stakeholders that wants to align CRM choice with business goals

  • It’s for sales and marketing strategists that wants to take lead acquisition to the next level

  • It’s for IT and operations managers that wants to build seamless operational system

  • Multiple Participants: Involving diverse roles ensures the CRM meets the needs of all departments

This training is designed for SMEs who are prepared to elevate their business

Meet Your Instructor

Our founder, Alexandra, is a former academic trained in Digital Transformation at Yale, will guide you through every step of the CRM training. Alexandra is:

  • A certified advisor of the Canada Digital Adoption Program

  • One of the mentor & facilitator in StartUp Here Toronto

  • Alexandra was a facilitator in Faculty of Arts Humanities 101 in the University of British Columbia

Module Details

Module 1: Introduction to CRM Systems

  • Understanding CRM: Definition, Importance, and Benefits

  • CRM Components: Customer Data, Interaction Tracking, Sales Automation

  • Key Stakeholder Needs: Owners, Sales Teams, Customer Support

  • Introduction to Lead Acquisition Tracking: Importance and Methods

Module 2: Assessing Business Needs

  • Analyzing Current Processes and Pain Points

  • Defining Business Objectives and Goals

  • Identifying Essential Features vs. Nice-to-Have Features

  • Evaluating Sales Forecasting Requirements

Module 3: Budget Considerations

  • Determining the Budget: Initial Costs vs. Ongoing Costs

  • Exploring Pricing Models: Subscription vs. One-Time Purchase

  • ROI Analysis: Short-Term and Long-Term Gains

Module 4: Evaluating CRM Options

  • Market Research: Popular CRM Platforms for Small Businesses

  • Feature Comparison: Tools for Sales, Marketing, and Customer Support

  • Case Studies: Success Stories and Lessons Learned
    Marketing Funnel Capabilities: Assessing CRM Support

Module 5: Aligning CRM with Team Competencies

  • Assessing Team Skills and Technical Proficiency

  • Training Needs: Onboarding and Continuous Learning

  • User-Friendly Interfaces: Importance of Ease of Use
    Team Workflows: CRM Integration with Existing Workflows

Module 6: Integrations and Compatibility

  • Identifying Existing Tools and Systems

  • Ensuring CRM Compatibility with Current Software
    API and Integration Capabilities

Module 7: Demo and Trial Phases

  • Setting Up CRM Demos: Key Areas to Test

  • Trial Period Best Practices: What to Look For

  • Gathering Team Feedback: Collaborative Decision-Making

  • Testing Lead Acquisition and Marketing Funnels

Module 8: Making the Final Decision

  • Vendor Comparisons: Support, Upgrades, and Customization

  • Negotiating Contracts and Terms

  • Final Checklist: Ensuring All Needs are Met

Leverage your CRM to the max today!

FAQs

    • It’s for business owners and key stakeholders that wants to align CRM choice with business goals

    • It’s for sales and marketing strategists that wants to take lead acquisition to the next level

    • It’s for IT and operations managers that wants to build seamless operational system

    • Multiple Participants: Involving diverse roles ensures the CRM meets the needs of all departments

  • Yes! You can engage with the instructor and the team at Coach House Marketing at any point during the course for questions or clarifications. Our experts are here to support you and ensure your success.

  • Please click the button above to get the information regarding the price :)

What Our Clients Say About Alexandra

Get in touch to discuss your workshop needs!

We can customize our training to the level and depth your organization needs. Let’s talk!

Explore Other Trainings

 Seamlessly Integrate Your CRM

  • Effective project planning and management for CRM implementation

  • Strategies for successful data migration and ensuring data integrity

  • Customizing your CRM to fit your business needs, including marketing funnels and sales pipelines

  • Training your team for full adoption and leveraging CRM for data-based decision making

  • Interactive sessions to tailor the CRM to your needs
    Collect feedback to refine the CRM implementation process

Scaling Your CRM

  • Developing a strategic plan for CRM scalability
    Enhancing CRM capabilities with advanced features and integrations

  • Optimizing customer journeys and marketing funnels for each growth stage

  • Leveraging data for strategic decision making and fostering continuous improvement

  • Workshops for Advanced Features: Hands-on sessions to explore advanced CRM functionalities

  • Gather insights to refine CRM usage and strategy