Customer relationship management: How to use CRMs

Are your business leads giving you the cold shoulder? Still looking for that sticky note with someone’s details you met 3 months ago at networking?

Instead of using sticky-tape solutions… let’s build your first customer database in this workshop. Your goal? To get more people to say yes to your offers, quicker.

Most business owners I speak with, sit on a goldmine of 3- to 6-month-old leads that are now as cold as Perth’s winter… all because you forgot to follow up.

Maybe you didn’t know what to say, maybe you didn’t want to annoy anyone, maybe you didn’t know what tech to use… you are not alone. Either way, you don’t have a lack of leads, you need a customer database.

Most business owners are obsessed with getting more leads. Even if selling to existing customers has a 60-70% success rate, versus a mere 20-30% success rate selling to new customers.

Let me show you simple customer relationship management (CRM) platforms to keep track of your leads, stay organised and make more sales.

You’ll be able to:

• identify if you need a CRM in your business
• explore the countless benefits of using a CRM in your business
• move from chaos to control with an overview of 2-3 CRM platforms – and the pros and cons of each one
• create a free account with a simple-to-use CRM, set up your first contacts (they allow up to 250 contacts on the free plan), and create your first follow-up task in under 15 minutes.