If you are considering implementing a customer relationship management (CRM) system or have one you aren’t using effectively to manage your sales pipeline, this informational presentation is for you. 

This presentation was a popular webinar, and now we are sharing the presentation with you.

This presentation will introduce you to the fundamentals of CRM systems as it relates to the sales function; arm you with information on how to introduce, implement, and maintain a CRM system; as well as provide a comparison of three popular CRM systems.

What You Can Expect To Learn:

  • Understand what a CRM is and the benefits to using one
  • Identify the basic functionality of most CRM systems.
  • Gain knowledge on how to choose the right CRM for your needs.
  • Become equipped with information on how to propose using a CRM to decision makers, how to get buy-in from staff, how to maintain it, and more.
  • Learn more about CRMs for B2B companies, including best practice tips and specific CRM systems
  • Compare the pros and cons of three popular B2B CRMs: Pipedrive, Salesforce, and HubSpot