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How to set your CRM for success in 2023

Written by Zaneta Mendel | 8/8/22 1:27 PM

At AutomateNow, our mission is to help aspiring entrepreneurs reach their potential by digitising their sales & marketing.

 

About this event

CRM is your source of truth about business, string essential data about your customers. At the session, we will share ideas on improving your CRM in 2023, so you can deliver the best possible customer experience.

How to set your CRM for success in 2023 (Online Workshop)

During this workshop, Bart will walk you through how to look for and understand data in your HubSpot CRM. The more you know about your customers, the better experience you will provide.

 

You will learn how to use the following:

    • Top contact properties to look for
    • Examples of workflows to manage data
    • Changes in HubSpot CRM that you can leverage in your business in 2023

After the practical demonstration, everyone will have the opportunity to ask questions and participate in discussions during the HubSpot Q&A session.

 

Agenda

UK Time

09:00 am Welcome

09:02 am HubSpot Masterclass with a live demo, practical tips, insights and Q&A

09:30 am Close

 

Tickets

If you find these masterclasses helpful for your business, consider a donation.

 

 

 

Instructions

Download and Install Zoom software. Refer to the Zoom Support Page if you have any technical problems. You will receive the Zoom link 1h before the event.

Change your Zoom name to your correct name (example: John Smith instead of John's iPhone).

 

*The Organisers reserve the right to cancel or amend event details, including date, time, topic, speaker, agenda and tickets.

 

Invite your friends

 

 

 

About HubSpot Trainer

Bart Kowalczyk, Certified HubSpot Gold Partner, HubSpot Sales Coach

I am the founder and director of AutomateNow, specializing in HubSpot sales implementations.

I work mainly with businesses that are lost with their sales and marketing alignment. I want to reduce time spent on systems to let you focus on the most critical asset for each business and human being – relationships.

The clients I have generated the most success for are:

1. Businesses providing IT & Software Solutions

2. Professional Firms, including Solicitors & Accountants

3. Finance & Insurance companies

4. Businesses who are ready to scale

 

 

Free Resources

To access our library of free training materials on HubSpot, click HERE.