Choosing a CRM to Improve Efficiency, Sales, and Growth

This session helps business owners better understand how to choose and use a Customer Relationship Management (CRM) system to support growth
About this Event

As part of our Wednesday Workshop Series for established entrepreneurs, this session helps business owners better understand how to choose and use a Customer Relationship Management (CRM) system to support growth without creating unnecessary complexity.

Many start-up and early-stage businesses know they need a CRM, but often end up selecting software that is either too basic to scale with the business or too complicated for a small team to use consistently. The result can be poor adoption, disconnected customer information, missed sales opportunities, and wasted marketing efforts.

This practical, business-focused workshop will break down what a CRM system should actually do for a small business and how to select a solution that improves efficiency, customer engagement, and sales management while remaining manageable and cost-effective.

In this workshop, participants will learn:

• What a CRM system does in a small business environment
• The differences between contact management, pipeline management, marketing automation, and customer support platforms
• Which CRM functions matter most during early business growth stages
• Common CRM implementation mistakes small businesses make
• How to avoid paying for software features that won’t be used
• How CRM tools can support:
• 1. Lead capture
  2. Sales pipeline tracking
  3. Customer follow-up
  4. Email marketing
  5. Customer retention
  6. Basic analytics and forecasting
• The trade-offs between ease of use, flexibility, scalability, and cost

This session is ideal for entrepreneurs who want to create better systems, improve customer follow-up, strengthen sales processes, and scale more efficiently with the right technology in place.

What You Can Expect

• Expert insights from experienced business leaders and SCORE mentors
• Strategic guidance to help you scale sustainably and confidently
• Valuable networking opportunities with like-minded business owners
• Peer connections and collaboration with others facing similar growth challenges
• Meaningful conversations that can lead to partnerships, referrals, and new opportunities

Location

Held at the luxurious Building, a premier high-rise in Central Phoenix, offering a professional and inspiring setting designed for learning, collaboration, and connection.

Light Refreshments Available

Free on-street parking and/or parking garage validated.

Space is limited — register now to reserve your seat.