About this Event
Your customer relationships are at the heart of your business, but managing them shouldn’t slow you down. CRMs were originally designed to reduce admin and help teams focus on meaningful conversations. Today, with AI increasingly built into modern CRM platforms, they can do far more. Yet many businesses still underuse them or aren’t sure where to start.
In this Lunch + Learn, we’ll explore how to use CRM tools in a smarter, more strategic, and AI‑enabled way. Our expert speaker will share practical examples of how automation and AI can take care of repetitive, time‑consuming tasks, surface valuable insights from customer data, and support more personalised, consistent interactions across your team.
The goal? Free up more time for high‑value conversations, while letting your CRM do more of the heavy lifting in the background.
What you'll learn
- Moving beyond the spreadsheet
- Personalising conversations with AI
- Turning data into actionable insights
- Effortless handovers and intelligent workflows
Who should attend
- Founders outgrowing their spreadsheets
- Sales teams burdened by manual admin
- Business owners seeking more value from their CRM
- Growing companies ready to scale with AI
About Lunch+Learn
- Lunch+Learn is a monthly series at Plus X Innovation designed to support the growth of entrepreneurs, founders, and scaling businesses.
- Each session brings practical learning, expert advice, and real-world examples across various topics relevant to the challenges of today’s businesses.
- Whether you're looking to scale, improve leadership skills, or understand key funding routes, these sessions are tailored to provide actionable insights you can apply right away.
Event Venue & Nearby Stays
Plus X Innovation Slough, 2 Brunel Way, Slough, United Kingdom
GBP 0.00
