Grow Your Business: Create and Utilise a Bespoke CRM and increase your Net Profit – 3 week Course

The 3 week interactive online course “Grow Your Business: Create and Utilise a Bespoke CRM and increase your Net Profit” is designed for the business owner who wants to be more organised and make more of the information and data they have.

The business owner probably does not currently have a CRM, or has one which is not adding value.  At the end of the course you, the business owner, will have a bespoke CRM system which adds value to your business.

We will use CapsuleCRM and tailor it to your needs, it will reflect your business vision, goals and ideal client/Avatar so that you are able to:

1. Increase revenue

2. Reduce costs

3. Manage your contacts

4. Keep on top of your pipeline

5. Consistently deliver good quality client work

All of which will help you Grow Your Business.

And, I am so confident that a bespoke CapsuleCRM created during the course will add value to your business that if it doesn’t, I will refund your course fee. 

Course Content:

CRM is traditionally “Customer Relationship Management” but I like to refer to CRM as “Contact Relationship Management” I believe that this widens the remit to include any relationship and all relationships your business has.

My clients find it really beneficial to incorporate (as a base) the following contact groups in their bespoke CRMs:

Previous Clients, Networking Contacts, Industry Experts, Competitors, Suppliers, Friends and Family etc etc

By including all relationships that your business has a CRM then becomes the glue which holds your business together.  My client, Carolyne Wahlen, Gap HR increased her Net Profit by a massive 40% in ONE year by using CapsuleCRM, find out more in my Case Study 🙂

The RoI on the time, energy and cost of bringing such an important system into our businesses is huge.

All 3 one hour long sessions will be interactive and delivered by Webinar.  The Webinars will be recorded and available to watch at your own convenience if you are unable to join a live Webinar or, if you want to refer back to something.

I will also be offering personal email support to all course attendees throughout the course.

Week 1: Introduction to CRM and CapsuleCRM

How CRM should work with Vision, Goals and Avatars and Product Staircase* to create synergy and efficiency within your business.

Explanation of Tags, DataTags and Custom Fields and how they can help make the most of your bespoke CRM.

*help creating these will be given if they are not already in place within your business

Week 2: Creating your bespoke CRM – Databank

How to segment your data so that you can dice and slice it in a way which is needed by your business.  Making existing contacts ready to import.  Ideas around deduping, enhancing and enriching your existing data before importing into CapsuleCRM.

Week 3: Creating your bespoke CRM – Opportunities and Cases

How can the cost and investment of time in the lead to sale process be reduced?  What are Opportunities and how you can manage your pipeline in CapsuleCRM.  How to increase the probability of converting a lead into a sale and to encourage clients along your product staircase.

What are Cases and how can you use them to deliver consistent client work.  Cases can also be used to manage internal projects and events.

Please contact me to book your place on my next course starting on 2 February 2017 – it only costs £145  (ex vat)

I have recorded a YouTube video for which gives an overview of the benefits of a CRM and highlights some of the many value adds which CapsuleCRM gives businesses.  Please click on this link to pop over to see the video. I hope you enjoy it and please do let me know if you have any questions 🙂