Guided CRM Implementation Course

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For those embarking on a digital transformation journey, learn the process step by step and plan your build right the first time before you waste thousands in backtracks and fix ups. How to build your CRM database for your business to give your business a brain and teach it to grow itself.

This course will teach you the planning and preparation phases of getting your data organised and ready for import as well as mapping out the flow of data in your system. This will help you to:

  • be more efficient
  • get set up right the first time
  • unlock additional value in your business
  • discover new capabilities

We have worked with many clients and have come up with the course to help enhance the onboarding experience for those new to CRM or levelling up their customer information management game to unlock new data, capabilities and insights to improve customer service and revenue in the business.

This course includes:

  • 5 X 2 hour guided training and implementation sessions
  • access to materials and content to help you along
  • DKIM and SPF record set up so that your platform emails go to the inbox
  • 4 Support hours
  • Access to the knowledgebase and community

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Click add to cart, check out, and prepare for your business to grow like never before!