Level up by accessing the full course and workbook
ATTENTION: BUSINESS OWNERS WHO WANT TO SAVE MONEY & TIME
Having a functional CRM in place is imperative to sales success. Finally have a solid compnay hub by mapping out your company's CRM and marketing automation plan.
- Understand which data you want to collect and store in your CRM
- Identify your unique sales stages and the processes that happen at each phase
- Create a tagging system that will segment your list, keeping contacts from touchpoint overload
- Free up employee time by automating repetitive and time-consuming tasks
- Easily manage, analyse, and update records and data in a centralized location
Trusted by
Create a Gameplan to Implement a CRM for Your Business
Setting up a CRM is no easy task. Streamline the setup process by planning your datapoints, sales processes, lists and forms for a smooth launch of your CRM. In this workbook, you will...
- Identify which data points are most relevant to your business
- Map out your sales process stages
- Identify which touchpoints can be automated
- Plan out any lists, forms, segments, or tags needed for automations or email marketing
- Plan out the different automations in your business and how they will be triggered
- Complete the pre-launch checklist
Stop wasting time on tasks that can be automated and spend more time on meaningful work and the things you love about your job. Download the CRM workbook today.
Level up by accessing the full course and workbook
Get Instant Access To Your Workbook Today
100% RISK-FREE GUARANTEE
We've helped 100s of businesses launch new digital marketing strategies with ease that we're confident you'll be able to apply the strategies to your unique business. If you are unhappy with your purchase for any reason, feel free to request a full refund within 30 days of your purchase.
What Our Clients Are Saying
"We truly appreciate your mentorship and we are so grateful to be connected to such strong, independent and smart female leaders!!!
You listen to our needs and provide us with resources and information we never would have thought about on our own! Thank you for being such great support as we continue to build our brand and company."
Olive Chang, iCA Immigration
"Monique has been working with WOSEN (Women of Ontario Social Enterprise Network) for over a year as a marketing coach for WOSEN social entrepreneurs. I have to say: we are so lucky to have her and she has added so much value to our programs!
She is one of the "most-wanted" coaches by WOSEN entrepreneurs because she brings her passion, empathy, rich experience, and knowledge to every coaching session and every group discussion."
Li Jiang - WOSEN, SVX Lead
"...This team is extremely creative and finds solutions for our business that makes sense in a North American model with different business models. They also provided training that helped us understand digital sales funnels that really had an impact on our customers and end-users."
Jessica Mooney, Lallemand Plant Care
