How to Use Zoho BIGIN CRM the RIGHT Way:
Supercharge Your Sales with Less Time, Effort, and Stress

The Situation

Many small business owners, solopreneurs, and independent sales reps/distributors carry a lot of stress and anxiety because they are challenged by one or more of these:

• Have difficulty generating enough of the RIGHT leads
• Aren’t able to effectively turn the leads they do get into buying customers
• Don’t generate the repeat business or referrals they think they could or should
• Have trouble keeping up so they miss opportunities because things fall through the cracks
• Feel disorganized, unfocused, and unproductive

If this is your situation, this course can make a BIG difference in your life.

The Causes

I’ve been working with and helping small business owners to fix these problems in their businesses.  I have observed that, in the majority of cases, these problems exist because owners:

• Don’t have an effective system or a defined process to follow
• Don’t have or don’t know how to use the RIGHT tools the RIGHT way

How This Course Can Help

The first, and most important, sales and marketing tool in ANY small business owner or sales professional’s toolbox is a CRM system.   You must have the RIGHT CRM system, and you must know how to use it the RIGHT way.   And, in this affordable course you will:

• Acquire and set up the RIGHT CRM system — a powerful and easy to learn and use CRM system designed EXCLUSIVELY for small business owners, solopreneurs, and independent sales professionals
• Learn how to use Zoho BIGIN CRM the RIGHT way – to maximize sales while reducing time, effort, and stress

**IMPORTANT NOTE** I will be teaching you how to acquire, set up, and use the Zoho BIGIN CRM system.  A subscription to that service is required.  The version I will be teaching you how to use is the EXPRESS version – $9/month if paid monthly or an annual subscription of $84 ($7/month).

When you have completed this course you will know how to use your CRM system to:

• Systematically turn more prospects into paying customers
• Systematically generate repeat business and referrals
• Get and keep control of your time
• Stay organized and stay focused
• Ensure that no prospect or sales opportunity falls through the cracks

Once you know how to use Zoho BIGIN CRM the right way, you will be amazed by how much easier it is to close business AND how much less time and effort you are spending in the process.  You will be amazed at how much more relaxed you are and how much less stress and anxiety you are carrying.

Is This Course For You?

This course is for you if you are a:

• Small business owner (other than retail)
• Network marketing professional
• Independent sales professional
• Real estate agent
  
• Professional service provider (attorney, accountant/bookkeeper/CPA, engineering firm, business broker, coach, consultant, insurance broker, holistic medicine practitioner, etc.)

And, you can relate to any of the following…

• You are concerned or frustrated by your lack of leads, lack of closed sales, and/or lack of repeat business and referrals
• You feel like you work way to hard for the results you are achieving.  You just can’t seem to get any traction.
• You often feel overwhelmed and stressed out because you feel like you have too many balls to juggle and  too many things are falling through the cracks
• You know you need a CRM system, and you want to make sure you get the best one for your small business.  And, if you invest in one you want to make sure you know how to use it so you get the most out of your investment.  
• You learn best with a guide or coach. You want/need someone to help you cut through the clutter and fill in the blanks.  You also value the ideas and success stories of others who are in the process of learning what you are learning.  You value and want/need accountability to help you stay on track and incorporate what you’ve learned into your day-to-day routine.

What You’ll Learn

• How to develop and maintain the “CRM Habit and Mindset” to ensure that you use your system to full advantage
• How to organize your sales and customer relationships around the CRM Growth Engine — a set of 6 interrelated processes — and the specific things you must do within each process — to close more sales and generate more repeat sales and referrals
• The purpose for each of the Zoho BIGIN CRM modules and how to use those modules to help you manage and perform the work necessary within each of the CRM Growth Engine processes
• How to integrate your email system with Zoho BIGIN CRM so you can keep track of all emails that you send to and receive from your Zoho BIGIN CRM contacts
• How to create and use email templates to streamline outreach and follow-ups with your contacts
• How to use Zoho BIGIN CRM to get organized, get focused, and never “drop the ball” by scheduling and using Zoho BIGIN CRM Activities (Tasks, Calls, and Meetings) and reminders
• How to use the Zoho BIGIN CRM Deals module and Deal stages to stay on top of and systematically advance your best sales opportunities to a successful close
• How to create and use powerful performance dashboards to help you and your team know exactly where you stand with respect to your sales opportunities, sales activity and productivity, lead generation, and more
• How to customize Zoho BIGIN CRM for your specific needs
• How to keep your contact information relevant and useful

Lesson Plan 

How You’ll Learn

This course is a LIVE, virtually delivered (video conference) on-line course that combines teaching — using LIVE instruction — with LIVE video coaching calls to ensure you LEARN and APPLY the concepts, and make the behavior changes needed to produce results.  This is scheduled on-line course that you will “attend” with other individuals.  Each weekly lesson consists of:

Weekly Learning Sessions

• Virtual LIVE lesson – 1-hour group lesson that consists of a learning component.  Each session is recorded and made available for review and/or to those who were unable to attend the live event.
• Homework Exercises that you will work through alone (and/or with your team) that you will use to apply the principles, processes, and techniques covered in the weekly lesson to your business

What You’ll Receive

• (6) VIRTUAL, instructor-led GROUP lessons (one per week)
• Application Exercises for each lesson
• Access to all recorded learning and coaching sessions

Your Time Investment

4-6 hours per week

Your Financial Investment

REGULAR COURSE COST:  $250

Early Bird (Before April 18, 2022):  $200