You bought a CRM, you configured it, but you’re still not getting the results you expected. We would agree — this is a problem. If it’s yours, this course is for you!

Where does your CRM frustration show up? Maybe you face resistance — your sales team doesn’t want to use the system. Maybe you feel like you’re wasting money because you’re paying for something you’re not using. Maybe you’re not quite sure how to incorporate the use of the CRM into your day-to-day.

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You can get more out of your CRM

Learn how to incorporate the use of your CRM in your day-to-day activities.

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It’s simple — When you use your CRM, you’ll be more consistent with follow-ups.

And when your follow-ups are more consistent, your sales will increase.

CRM is the foundation for your business growth. You’re smart to invest the time to learn how to use it!

Are you ready to grow?

Business owners who implemented CRM reported and additional $8 in revenue for every $1 spent on their CRM.

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The Nuts and Bolts!

What’s Included in the Online CRM Course for Small Business Owners?

  • You’ll learn key CRM concepts:

    CRM for Small Business Models CRM Record Types CRM Features

  • You’ll learn the basics of CRM use:

    What data should you be adding to your CRM to track prospects and your pipeline? How can CRM support your customer journey? How do you set up email templates, reports, and dashboards

  • You’ll hear how to use CRM to grow your business

    What should you do with your business cards? How do you use CRM to automate and segment? What insight can CRM provide you into your own business?

Would you like to have a few more hours every week?

A recent study shows that CRM users reported 30% less time with administrative tasks after they started using a CRM!

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Why choose Small Business CRM Coach’s online training course?

Check out the rave reviews from small business owners who have benefited from Small Business CRM Coach.

Chris Rogers

CEO & Founder at CO SEO Pros

"The Small Business CRM Coach team is simply amazing, they have been helping us automate our marketing/sales process and has delivered tremendous value for our company. We continue to work with Lidi Mocko and plan to tackle other aspects of the business once we refine the marketing/sales portion."
Chris Rogers

Trina Hoefling

Co-Founder, TheSmartWorkplace.com

"Lidi's teaching style is reassuring, clear, and professional yet casual. I appreciate her knowledge and her obvious desire to provide truly useful information. It is what makes this course exponentially better than others, and worth the investment. Thank you for helping me become a little less afraid and more intelligent about Insightly and CRMs in general. I am still figuring it out but I have a baseline that has really helped me."
Trina Hoefling

This course can help you beat the challenges!

Merkle Group research shows that CRM Implementations have a 63% failure rate. Don’t be one of those businesses!

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FAQ

  • Who is this course for?

    We designed it for small business owners who already have a CRM system and are interested in learning how to maximize its value.

  • What can I expect to get out of this course?

    At the end of the course, you’ll know how to use your CRM system, and you’ll have a better idea of what activities to prioritize to improve sales and customer service. You’ll also receive one individual coaching session and access to our private Facebook page.

  • How much time do I need to dedicate for this course?

    You will spend approximately two to three hours per week. This includes the following activities: watching our online course content, completing the assignments, and joining the coaching sessions. Throughout the course, we will guide you. To be truly successful, you will need to commit to doing the work.

  • After I get a CRM in place, do I still need to enter data?

    Yes, you do! Your system is only as good as the data that is in it. In this course, you will learn when to add data to your system, what type of data to add, and how to find the information in it later — when you really need it.

Sign up for How to Use Your CRM.

$99 includes 3 modules with online videos sessions, homework review, one individual coaching session, and access to our private Facebook page.

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