This 2-day workshop is designed to provide an in-depth understanding of customer relationship management (CRM) systems and how they can be used for small businesses. By the end of the workshop, participants will be able to implement and use a CRM system to improve and automate operations and increase revenue. Specifically, you will be able to:
Day 2: Breaking CRMs Down
1. Understand the key components that should be considered when planning and implementing a CRM system for a small business.
2. Explain the importance of data analysis and reporting in a CRM system.
3. Discuss the importance of data security and privacy when working with a CRM system.
4. Share hands-on experience with various CRM systems, which can help in selecting the right CRM system for your business.
Who is this workshop for?
The targeted audience for this course is someone who the following statements
might apply to their business:
“I think that CRM system might benefit my business, but I am not sure where to start.”
“My business is growing fast, and I am struggling to keep up.”
“I have been talking to CRM vendors but need some independent advice.”
“I have approached a CRM consultant, but the cost gives me pause.”
“I am using a spreadsheet to manage my business, but it is starting to get overwhelming.”
“I have used a CRM in the past, but it was too difficult.”
Requirements: NONE! All you need is an inquisitive mind and a desire to automate your business through the implementation of an efficient and profitable CRM system.
Allison Reed Bio:
Allison Reed is the founder and CEO of The Prairie Group with more than 30 years of sales and sale technology experience. Specializing in sales automation for small to midsize companies, Allison uses his experience to broker solutions that work and increase productivity.
Allison’s number one goal is to deliver sales automation solutions that are individually designed to fit a company’s needs and increase productivity. At a minimum, Allison has saved clients 7.5 hours per week by using a proven tech stack.
By focusing on sales automation, Allison has been able to put the Technology degree that he earned at Northwestern University to good use. Over the years, he has garnered some experience from some of the top corporations such as AT&T, Verizon Wireless, and Jabra to name a few.
When Allison is not busy automating sales processes, he’s an avid reader and loves spending time with family, friends, and fraternity.
Sharon Reed Bio:
Sharon Reed is an accomplished professional with over 35 years of experience in operational management, learning and development, and account management. As the Co-Founder of The Prairie Group, she has played an instrumental role in building and growing the company into a leading provider of sales automation and soft skill training solutions.
Sharon’s career began in the financial services industry, where she honed her skills in operations management, account management, and learning and development. It was after the acquisition of these skills, that she discovered her passion for helping individuals and organizations reach their full potential.
At The Prairie Group, Sharon has helped to develop innovative training programs that have transformed the way organizations approach workforce development. She is known for her strategic thinking, creative problem-solving, and her ability to build strong relationships with clients.
In addition to her work at The Prairie Group, Sharon is also actively involved in her sorority and community. She is a dedicated volunteer and has served on the boards of several non-profit organizations. She is a lifelong learner and is constantly seeking out new knowledge and experiences to enhance her skills and expertise.
All virtual events are presented by HUUB, a one-stop online resource and support platform for entrepreneurs.
This event is going to be held virtually. Attendees will receive a link to the live stream and worksheets once they have signed up.
Ticket donations go to support small businesses in our local communities.
We believe in entrepreneurs who are courageous enough to chase a dream, against all odds.
Build an environment for them, and it will elevate us all.