Business/Marketing Automation With CRM In A Day
This class will teach you to do more, in less time and much more profitably. Learn how businesses that embrace CRM and business automation practices increase revenue an average 175.5%
1: Using the world’s best open source CRM system, we’ll teach:
- How to manage your leads and campaigns, all in one place,
- How to automate and track previously manual processes for emails, website interactions, and events,
- How to prioritize leads and create tasks in the CRM system for sales follow up,
- How to measure performance,
- How to use various reports and dashboards to see what is working and how marketing automation is contributing to your bottom line,
- And much, much more.
2: Unlike other classes, you get the software FREE with the training. You get to invest your money where it really counts… in your people.
Attendees get SuiteCRM installed and configured as part of the class fee. That includes:
- Full multi-user unlimited edition – NO software or monthly per user costs.
- More modules available than Salesforce – NO restricted access
- Customized for your business priorities – Use what you need, hide the rest
- Hosted on your server, or ours.
- Maintain control of your own data –
- No risk of losing your data if you don’t make monthly payment
- Maintain security and privacy of your data
- No third party prying into your data
No matter how well your organization operates; without CRM software, it cannot compete with the efficiency of an organization with the software.
Many people are intimidated by the concept of CRM/Marketing Automation but you can make it as easy or complex as needed to fit your business… and we provide all the tools to make that happen.
3: Each attendee will receive 2 printed copies of your business ‘CRM Operating Manual’
- A step-by-step CRM blueprint for strategies and tactics for all areas of a typical company
- Set-up and configuration steps
- Marketing practices – how to automate and customize
- Creation and activation of custom fields and automatic processes
- Opportunity management for leads and clients
- Production of forms: job sheets, quotes, invoices, client histories, etc.
The class is taught using SuiteCRM – the world’s #1 open source CRM program
SuiteCRM has all the capacity of Salesforce or MSFT Dynamics but for FREE; saving you thousands.
The strategies and tactics taught in these classes may be transferred to your/any CRM program with comparable modules
The class goal is to help you optimize the benefits of CRM software in your business because most businesses use only 10% or less of their CRM system – and lose potential easy profits as a result… average 175.5% in published research!
The class WILL make your business more profitable.