Free implementation webinars
Sign up for SalesWizard’s free webinars to successfully implement CRM in your business. Learn the basics and advanced features of the system that support companies to grow!
Learn the benefits of remote CRM implementation!
"Implementing a CRM in your company is a challenge you must take on if you want your company to grow in a competitive market. I invite you to a series of webinars where I will guide you through the process!"
Tomasz Socha
CEO of 4B Systems, developer and founder of SalesWizard CRM
Sign up for the webinar 👨🏻🏫
Whether you’re just choosing your first CRM or looking for a makeover, sign up for our free webinars. Learn what a CRM is and how you will use this tool to grow your business. Learn new ways to automate your company’s workflow and use AI to support your company’s processes on a daily basis! Start digitizing your company today!
Implementation of CRM in the company - introduction
What is a CRM? You will learn more in this webinar!
- What is a CRM?
- How to choose a CRM?
- How will CRM help you grow your business?
- Where to start?
- Bonus for webinar participants
CRM configuration
How to launch a CRM and choose the right Subscription Plan. A discussion of SalesWizard CRM.
- Initial launch of CRM system
- Selection of plans for free CRM trials
- Overview of all CRM modules
- Bonus for webinar participants
CRM request handling
How to combine CRM with marketing sources and handle leads effectively?
- Facebook Ads integration
- Google Ads integration
- WordPress integration
- Integration of Make.com and Zapier.com
- Marketing quality reporting
- Bonus for webinar participants
Sales funnels and service processes
How to build a sales funnel? How to arrange company processes in CRM? How to measure successes and failures?
- Creating a sales funnel
- Stages of service funnels
- Definition of stages and delays
- Successes and failures
- Bonus for webinar participants
Automations in CRM
What processes can you automate in CRM? The most common automations.
- Automation triggers
- Automatic actions
- Automating lead handling
- Automation of "burned" leads
- Bonus for webinar participants
Online bidding. Part I
How to prepare an effective offer and measure its effectiveness?
- Internal store of services and products
- Web bid page and PDF of the bid
- Online bidding process
- Measuring the effectiveness of the bidding process
- Automations in the bidding process
- Bonus for webinar participants
Online bidding. Part II
How to shorten the process of preparing contracts and documents? Concluding a contract in the bidding process.
- Generation of model contracts and documents
- Concluding a contract electronically - Autenti signature
- Concluding a contract electronically - handwritten signature
- Bonus for webinar participants
Order processing in CRM
Handle orders and payments in CRM.
- Creating an order
- Converting an offer to an order
- Order payments
- Bonus for webinar participants
AI chatbots in CRM
Create AI chatbots and support advanced AI functions.
- AI assistant in CRM
- AI assistant features
- AI communication channels in CRM
- A practical guide to launching AI Assistant in CRM
- Bonus for webinar participants
Let us help you implement CRM in your company!
Implementing CRM in a company is a complex and time-consuming process. We have prepared our webinars for companies that want to go through the implementation process on their own, step by step, focusing on the key aspects of the company’s operations – lead handling, sales funnels, automations and integrations that support the daily operation of the company.
- What is a CRM? Implementation benefits and challenges
- A comprehensive discussion of the CRM system
- Discussion of modules, features and key integrations
- Bonuses, knowledge and instructional materials after each webinar
