Digital Action Planning Workshops Developing Skills

Setting up a CRM

Event Information:

Type: Digital Growth

Venue: Friars Mill, Bath Lane, Leicester, LE3 5BJ, Leicestershire

Date: Thursday, 25 November 2021

Time: 9:30am - 4:30pm

Available To: Eligible SME's

Speaker: Martin Broadhurst

Member Price: FREE

Non-Member Price: FREE

Would you like to create and maintain lasting relationships will your clients base?  Do you also want to be able to use your client database to target the right customers about specific products and services relevant to them?

Maintaining strong customer relationships is simple when you have a good understanding of your customer data. Customer Relationship Management (CRM) software will give you all the tools that you need to make the best use of your customer data to develop and grow long-lasting customer accounts.

Join us for this two-part action planning workshop to see how you can configure a CRM system to give you all the information your business needs to grow.

Who should attend this online workshop?

This workshop is for any business who does not have a CRM system or would like to get more out of their existing CRM through better configuration of the data.

This workshop has limited places and priority will be given to trading SMEs based in Leicester and Leicestershire.

What will we cover?

  • Connecting marketing and sales
  • Security, user roles and permissions
  • Companies, contacts, and deals
  • Creating custom properties Importing data
  • Custom views and shared views
  • Creating sales pipelines
  • Managing sales and communications
  • Dashboards and reporting

What outcomes can you expect from joining us?

After attending this workshop, you will:

  • Be more able to align sales and marketing activity
  • Create user roles within your CRM with data safety and GDPR compliance in mind
  • Understand the relationship between CRM objects such as contacts and deals
  • Create and share filtered views to provide you with important insights at the press of a button
  • Have a sales pipeline in place with a weighted forecast for better estimated sales reporting

This action planning workshop will be delivered in-person at East Midlands Chamber - Leicester Office, Friars Mill, Bath Lane, Leicester, LE3 5BJ.

We have put new safety protocols in place to ensure we deliver our in-person events in a safe environment for you to learn and network. Before attending please read the protocols we have in place.

Who’ll be presenting this workshop?

Image of Martin Broadshurst

Martin Broadhurst is a digital strategist. He majors in Email Marketing, CRM and Automation and, as a Chartered Institute of Marketing tutor and experienced digital agency leader, has been helping marketing professionals to hone their digital skills for over 10 years.



Here’s how simple it is to book your place

To attend this fully-funded event, your organisation must be registered and verified as eligible to receive support through the Digital Growth Programme. If you’re not already registered, you can do this now:

Once you are registered onto the programme you can book your place onto our webinars and workshops. Please note we can only accommodate one delegate per organisation on this workshop.

Book your place onto this workshop by visiting the Digital Growth Programme Website. It’s quick and easy and if you have any questions, just contact your dedicated Events & Engagement Officer, Kam Atker on 07971 403 786.

This workshop is delivered by the East Midlands Chamber’s Digital Growth Programme team and is part-funded by the European Regional Development Fund, East Midlands Chamber and Leicestershire County Council.