Gold-Vision Masterclass

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Gold-Vision Masterclass

CRM Is At The Heart Of A Successful Business

This masterclass will guide you through a range of topics to help your business succeed by putting CRM at its heart.

Gold-Vision provides businesses with a simple-to-use, five star rated CRM solution that makes a real difference and delivers great value-for-money.

Our team of industry experts have a wealth of knowledge and experience that they have drawn on to create these sessions - discover tips and tactics that will enable you to put your CRM at the heart of everything you do.

Our expert run sessions will guide you through a range of topics to help your business succeed by putting CRM at its heart.

If you’d like to reserve a seat and attend multiple sessions, please select each one on the registration form at the bottom.

Schedule

Tuesday - 16th November 2021

10:30 - 5 steps to lead generation success
11:30 - Is your CRM earning its keep?
12:30 - Use your CRM to take social selling to the next level
13:30 - Common CRM myths – busted!
14:30 - Sales and marketing alignment 2.0
15:30 - How to use CRM to accelerate ABM


Wednesday - 17th November 2021

10:30 - 5 steps to lead generation success
11:30 - Is your CRM earning its keep?
12:30 - Use your CRM to take social selling to the next level
13:30 - Common CRM myths – busted!
14:30 - Sales and marketing alignment 2.0
15:30 - How to use CRM to accelerate ABM

 

Masterclass: 5 steps to lead generation success

Simon Lang & Jiggy Patel

We know that lead management can sometimes feel like a bit of a minefield, especially when leads are reaching you from various sources, like your website, events, forms, social media and more. And when you have them, how are you meant to tell the good from the bad?  

CRM integrated with your email marketing can help you quickly qualify, manage and nurture your leads and distinguish those that are a priority. This masterclass will provide you with a best practice approach, as well as demonstrate how CRM can help through each step of the process.  

Head of Customer Experience, Jiggy Patel, will show you how to succeed with your lead management strategy, helping you to efficiently generate more leads and score them accurately with ease:

  • Manage automatic and quick capture of leads for immediate follow-up 
  • Easy steps to discard the poor leads and promote the good  
  • How to use the power of CRM to spot duplicates  
  • How to nurture your leads to keep them warm with integrated email marketing  
  • How to keep a live view of status, results, and conversions  

Masterclass: Is your CRM earning its keep?

Charlie Shaw & Mark Vernon

In this masterclass session, Charlie Shaw and Mark Vernon will discuss:

  • Maximising revenue stream reporting through Sales and Marketing alignment 
  • How to use your CRM to make proactive decisions in the buying cycle – saving time and money  
  • How CRM helps focus on customer success and in-turn improve your revenue  
  • Reporting from cradle to grave will give you powerful ROI insights  
  • Using your CRM to create productive and motivated teams 

Masterclass: Use your CRM to take social selling to the next level

Jiggy Patel & Mark Vernon

Digital sales has fundamentally changed the way we work, whether your role is sales, marketing or customer experience.  Social selling practices are becoming more widely recognised as a method to engage and network. 

Social engagement is key, as a business if you are not currently on social networks and engaging its likely your customers are researching and buying without you in mind.  Social selling combined with your CRM solution can help your team grow your accounts and build a solid foundation to customer retention and referrals as a trusted advisor. 

In this webinar Jiggy Patel and Mark Vernon will discuss how social selling combined with your CRM can take your sales and marketing efforts one step further:

  • What is social selling and how have our processes changed 
  • Some key social selling tips and takeaways 
  • CRM – key attributes to track engagement, track and monitor touchpoints, automate communication tracking and use marketing automation 
  • Your results and dashboards to monitor trends and refine your process 

Masterclass: Common CRM myths – busted!

Simon Lang & Charlie Shaw

CRM systems are well-established business solutions for all customer-focussed organisations.  However, some older generation systems have left a legacy of enduring myths.  Join this session as we explore some of these myths to see if any truth remains!

Some of the myths include:

  • CRMs are too complex and expensive
  • Marketing systems have replaced the need for CRM
  • It’s just for the sales team, isn’t it?
  • CRM systems are data input heavy – my team will not use it
  • Data sharing amongst the team is risky

Masterclass: Sales and marketing alignment 2.0

Zoe Pepper & Mark Vernon

The divide between sales and marketing teams is an issue as old as time. But as sales and buyer journeys are changing it is becoming increasingly evident that team alignment alone might not be enough to improve business. Instead, we believe the key is a combination of sales and marketing alignment with excellent customer experience. 

In this session we will look at common reasons why a divide between teams happens, and how to address the issue once and for all! 

Drawing on their experiences of aligning the Gold-Vision sales and marketing team’s, Mark and Zoe will share their top tips and tools to help you bridge the gap in your organisation, including: 

  • Review how sales and marketing functions have changed 
  • ·Explain why a divide happens
  • Explore how CX is a key ingredient in aiding team alignment 
  • Discover CRM tools that will make this process much easier 

Masterclass: How to use CRM to accelerate ABM

Jiggy Patel & Mark Vernon

Organisations are all battling to provide the best value and most efficient customer journey whilst offering a personalised service. Are you at the point where you need to better manage your leads and lead generation and improve your customer retention or customer experience? Then maybe it’s time you consider Account Based Marketing. 

So, what is Account Based Marketing? More commonly referred to as ABM, it is a strategic approach to marketing and sales, working in combination to identify and target your most important customers – new and existing. 

Throughout this session we will be discussing the following steps:

  • What is ABM – how can it help, build your ABM strategy
  • The ABM lifecycle and journey
  • Sales and marketing joint efforts to make it work
  • Key CRM features to boost the journey and monitor 
  • Review your results and refine your processes 

Reserve You Seat For This Masterclass Today!

If you’d like to register and attend multiple sessions, please select each one on the registration form:

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