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UID:MEC-62306523b3c77c077b2938f0d6ab91f5@pmforum.co.uk
DTSTART;TZID=Europe/London:20260429T140000
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DTSTAMP:20250915T133443Z
CREATED:20250915
LAST-MODIFIED:20260420
PRIORITY:5
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SUMMARY:How to choose, setup and manage a CRM database
DESCRIPTION:If you ask yourself questions like…\n“What will a CRM database do for our firm?”\n“It’s confusing, which is the right CRM for our firm?”\n“Who do we know at / Who is doing what with…?”\n“What introductions have we given to / received from…?”, or\n“Nobody uses our current CRM database, should we swap it, improve it, or give up?”\nThen this workshop is for you. It covers three areas:\n1) What CRM is and isn’t, how to buy the right CRM for your needs, and auditing your data\n2) What software is available to match your needs and budget (covering integration, AI and automation, features etc)\n3) How to achieve and maintain great adoption and ROI\nAfter this workshop, you’ll:\n1) Know how to choose the right CRM\n2) Know how to implement a CRM\n3) Know how to maintain your CRM and ensure high user adoption\n4) Leave with multiple checklists to: choose the right type of software, ask suppliers the right questions, ensure you can trust your data quality, and how to ensure high adoption by your different types of users (from client-facing, through secretaries, to BD & Marketing)\nPM Forum member special offer:\nEach delegate will receive a free one hour Zoom/Teams session with Simon after the workshop – to go through any CRM related headaches they wish to raise\nBook now\n\n				#wpforms-9802 {\n				--wpforms-field-size-input-height: 43px;\n--wpforms-field-size-input-spacing: 15px;\n--wpforms-field-size-font-size: 16px;\n--wpforms-field-size-line-height: 19px;\n--wpforms-field-size-padding-h: 14px;\n--wpforms-field-size-checkbox-size: 16px;\n--wpforms-field-size-sublabel-spacing: 5px;\n--wpforms-field-size-icon-size: 1;\n--wpforms-label-size-font-size: 16px;\n--wpforms-label-size-line-height: 19px;\n--wpforms-label-size-sublabel-font-size: 14px;\n--wpforms-label-size-sublabel-line-height: 17px;\n--wpforms-button-size-font-size: 17px;\n--wpforms-button-size-height: 41px;\n--wpforms-button-size-padding-h: 15px;\n--wpforms-button-size-margin-top: 10px;\n--wpforms-container-shadow-size-box-shadow: none;\n			}\n			Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Attendee details *FirstLastJob Title *Company Name *Company Email *Is your firm based outside  the UK? (for VAT purposes )YesSelect number of attendees1 attendee £2702 attendees £530.003 attendees £780.00Prices per attendees outside the UK: 1st attendee £270  2nd attendee £260  3rd attendee £250Select number of attendees1 attendee £270 plus VAT2 attendees £530.00 plus VAT3 attendees £780.00 plus VATPrices per attendees: 1st attendee £270 + VAT 2nd attendee £260 + VAT 3rd attendee £250 + VATAttendee details2nd Attendee Full Name, Job Title and Company EmailAttendee details3nd Attendee Full Name, Job Title and Company EmailHow do you want to pay? *By cardBy invoiceStripe Credit Card *Company Name *Issue invoice to this companyCompany Address *Address Line 1Address Line 2CityState / Province / RegionPostal Code--- Select country ---AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia (Plurinational State of)Bonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo (Democratic Republic of the)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Kingdom of)EthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIran (Islamic Republic of)IraqIreland (Republic of)Isle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea (Democratic People's Republic of)Korea (Republic of)KosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia (Federated States of)Moldova (Republic of)MonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth Macedonia (Republic of)Northern Mariana IslandsNorwayOmanPakistanPalauPalestine (State of)PanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan, Republic of ChinaTajikistanTanzania (United Republic of)ThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom of Great Britain and Northern IrelandUnited States Minor Outlying IslandsUnited States of AmericaUruguayUzbekistanVanuatuVatican City StateVenezuela (Bolivarian Republic of)VietnamVirgin Islands (British)Virgin Islands (U.S.)Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsCountryTotal£0.00Submit  \nCancellations/Substitutions\nDue to the restricted number of places, refundable cancellations are only accepted up to one month prior to the event (a cancellation fee of £25 + VAT will be incurred per person). Substitutions can be made at any time. PMI reserves the right to cancel with no liability beyond refund of fees paid.\n
URL:https://pmforum.co.uk/events/how-to-choose-setup-and-manage-a-crm-database-198/
ORGANIZER;CN=PM Forum:MAILTO:
CATEGORIES:Half-day online workshop
LOCATION:Online
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