Choosing a CRM to Improve Efficiency, Sales, and Growth

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.

• 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

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.

Event Venue & Nearby Stays

BMO Bank, 1850 North Central Avenue, Phoenix, United States

Concerts, fests, parties, meetups - all the happenings, one place.

Get App