Fundamentals of CRM for Small Business with Salesforce

Still managing customers in spreadsheets or scattered notes? Join us for a hands-on workshop designed for small businesses and nonprofits looking to get organized and grow with confidence!

We’ll start with the basics—what a CRM is, why it matters, and how it helps you avoid missed follow-ups, lost conversations, and workflow chaos. Through a live demo, you’ll see how simple it can be to track contacts, log interactions, and stay on top of next steps.

Then, we’ll zoom out to explore the full customer journey—from first touch to long-term relationships—and how tools like Salesforce can streamline your processes beyond just contact management.

You’ll leave with practical ideas and a simple plan to get started—no matter your size or budget.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Small Business Development Center (SBDC) at CMAA