Light CRM Implementation
Who is this for?
- Small business owners who are willing to make time to implement the system themselves.
- They want to make sure they are doing it right.
In this scenario, we provide coaching to help guide small business owners in the right direction.
- Steps to migrate your data.
- Discussion on the use of custom fields.
- Tag strategy for segmenting your contacts.
- Guidance to configure the sales pipeline.
- Basic training.