How to Choose the Best CRM for Your Budget

Hosted by HAYVN Coworking and Cultivate Advisors

Do you struggle with client retention? Is your information disjointed and unorganized? Do you have to dig through old emails, spreadsheets, or even post-it notes before finally finding what you are looking for? This is a common issue for business owners who are still manually tracking their customer interactions.

Whether you’re looking to scale your business, or simply build systems to increase efficiency, a Customer Relationship Management (CRM) system is an invaluable tool. On Tuesday, February 23rd, join Cultivate Advisors’ Simone Ashkar in a 60-minute workshop as she walks you through how to select and use CRM technology to organize and automate the marketing, sales and customer service components of your business.

In this workshop, you will learn:
The importance of having a CRM and using it in your business
The 10 questions to consider when selecting the right CRM
How to determine your budget for a CRM
About the best CRM options for small businesses and our recommendations

About Cultivate Advisors:
Cultivate Advisors is the fastest growing small business advising firm in the US and partners with committed entrepreneurs in propelling their businesses beyond expectations. Business owners often know their industry, vision, and business goals it will take to get there, but they often don’t have the strategy, skills or processes in place that will allow them to achieve their objectives. By partnering together with these entrepreneurs one on one, Cultivate’s team of passionate advisors help them build & implement scalable systems to sustainably grow their business to the next level.

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