Introduction to Customer Relations 18 July 2016

We are very excited to be able to offer this course at the Beacon Centre, Llanelli on 18 July 2016, 9am to 1pm.

The running order is:

  1. Introduction
  2. Reasons why you might (or might not) want a CRM system
    1. Some of the business considerations you should make before opting for a system
    2. Where it can help and where it can’t
  3. Starting Simple
    1. Its not about features, its about how you connect with your customers
    2. Getting the data right
    3. Tracking your emails
    4. Finding out more about your customers – Social media integration
    5. Knowing which of your products your customers use
    6. Being more responsive to your customers’ needs


  1. Working Collaboratively
    1. Working as an organisation, not just a collection of individuals
    2. Covering absences
  2. Reaching out to customers
    1. Up-selling to your existing customers – who might want your new product/service
    2. Making easy money and having your customers thank you for it. (Good business!)
    3. Finding Prospects
    4. Collecting data from your website
    5. Converting prospects into customers


  1. Showcases of systems used in the real world
    1. Appointments system
    2. Linking in to bookings systems
    3. Integrated finances
    4. eSigning
    5. Rapid data collection
  2. Summary

Click here for: Full details and signup

The location, again:

The Beacon Centre for Enterprise
SA14 8LQ


Monday 18th July, 9am till 1pm

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