Katelyn Ridenour – How To Choose Your CRM

Katelyn Ridenour – How To Choose Your CRM

About this course:
“How to Choose your CRM” course is an awesome place to start for getting to know CRM’s. We know Small business owners like you already wear WAY too many hats…If there was a way to feel less overwhelmed, would you want to know more about it? CRM will give you the foundation you need to grow. When you start tracking tasks and follow-ups in your CRM, nothing is left behind. With more consistency, you will have a higher close rate, and consequently, more revenue!
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The Nuts and Bolts!
What’s Included in this CRM Course for Small Business Owners?

You’ll get answers to these questions:

How do I choose the right CRM? What do I need in a CRM system? Where do I begin?
You’ll see CRM at work:

How does data get into the CRM? How does CRM relate to sales and customers’ journey? How can CRM streamline daily work?
You’ll learn Key CRM concepts:

What should you consider in choosing a CRM? What records and reports can CRM generate? What features are available?
You’ll get help deciding on CRM for your business

What features do you need? What CRM products are out there for small 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!
Register Now for $297
Sign up for How to Choose Your CRM.
MERKLE GROUP RESEARCH SHOWS THAT CRM IMPLEMENTATIONS HAVE A 63% FAILURE RATE. DON’T BE ONE OF THOSE BUSINESSES!
Why choose Small Business CRM Coach’s online training course?
Check out the rave reviews from small business owners who have benefited from our Compass CRM Online Course.
Katelyn Ridenour
Family Law Attorney , One Accord Legal
I took this online CRM of course with the purpose of picking a CRM software and actually, the biggest thing that learned was to nail down my business processes and my customer journey. From the time that a prospect sees my ad on Facebook to the end of their representation, what kind of interactions did I want to have with them? What touches from my business did I want the clients to have? Processes that I want to automate, so they can run in the background while I’m focusing on the legal matters of their case. I just picked my CRM software and I’m getting ready to implement it. It’s been amazing to see it all coming together. I’m really excited about the time and the mental space that it’s going to free up. Time that I can dedicate to my legal practice.
Katelyn Ridenour
Melissa Lefcourt
Owner & Massage Therapist Extraordinaire, Kailo Acupuncture and Massage
Lidi is very good at explaining what CRM is, why every business owner needs it, and most importantly, at explaining which tools would be ideal- or tools to avoid- for each business’s needs. She really cuts through all the unimportant issues, to provide the best solution possible.
Melissa Lefcourt
FAQ

Today’s online software and cloud computing make CRM accessible and affordable for businesses of all sizes.

Is your business is growing? Are you trying to track your potential clients’ information in spreadsheets, sticky notes, and email? You need a CRM.

Nope. You’re welcome to take the course whether you buy a system or not. The course will help you decide whether you need one. (But FYI, some are only $0 to $20 per user, per month. MInimal investment, really.)

No specific system. You’ll learn the key features of all CRM systems and see demos of several. Plus, you’ll get an overview of products currently available for small businesses.

When you finish, you’ll have enough information to choose a CRM. You’ll know the basics of how to use it and how it can help with sales and customer service. You’ll also get one personal coaching session and access to our private Facebook group.

Are you using your CRM, or have you been too busy to figure it out? Then you should absolutely consider joining us! This course will help you evaluate if it’s the best system for you. (Other courses available: How to Configure Your CRM and How to Use Your CRM.)
The online sessions and homework will take about 2-3 hours per week for six weeks. You can work at your own pace, and we’ll guide you the whole way. To truly benefit from it, you’ll need to commit to doing the work.