CRM for Beginners: A Practical Taster Session for Small Businesses

Are you new to CRM systems or unsure how to get the most from one? 

Join our CRM for Beginners in-person taster session, designed for small and medium-sized enterprises (SMEs) taking their first steps toward implementing a CRM. 

Whether you’re just starting to explore CRM options or have tried before without success, this hands-on 3-hour workshop will equip you with the knowledge and tools to make CRM work for your business.

In this practical session, you’ll learn what a CRM is, how it can transform your customer management, and how to choose the best system for your unique needs. We’ll also guide you through a live demo of Capsule CRM, giving you a clear understanding of how CRM functions in real-world scenarios.

Key Topics Covered:

• What is a CRM? Understand the basics of Customer Relationship Management systems.
• Why Your Business Needs a CRM: Explore the key benefits of implementing a CRM to enhance customer interactions and business growth.
• Mapping Your Customer Journey: Learn how your customer journey lays the groundwork for effective CRM use.
• Creating Your CRM Wish List: Define what features and tools your business needs from a CRM system.
• Finding the Right CRM System: Use Capterra to filter and shortlist CRM options tailored to your business requirements.
• Capsule CRM Demo: Experience a live demo of Capsule CRM and learn how it can streamline your operations.

Additional Information:

Duration: 3 hours

Location: In-person (Meridian House Winsford)

Delivery partner: VK Business Consulting Ltd.

Capacity: Limited to 10 participants for personalized, hands-on learning.

Who Should Attend: SMEs and business owners new to CRM or looking for guidance on choosing and implementing the right system. These businesses may wish to move away from manual or paper-based systems.

What to Bring: A laptop, your current customer journey ideas, and any specific challenges you're facing with customer relationship management.

Outcome: Leave with a customized CRM wish list, a clear roadmap to selecting the ideal system, and an understanding of how a CRM can benefit your business from day one.

This workshop is ideal for beginners seeking to harness the power of CRM for improved customer management and business growth.


The event is funded by the UK Government through the UK Shared Prosperity Fund. 

The UK Shared Prosperity Fund is a central pillar of the UK government’s Levelling Up agenda and provides £2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. Visit UK Shared Prosperity Fund: prospectus for more information. 

Visit the Cheshire West and Chester Council website for information on the UKSPF Communities and Place, and People and Skills projects.