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This 2-day workshop is designed to provide an in-depth understanding of customer relationship management (CRM) systems and how they can be used for small businesses. By the end of the workshop, participants will be able to implement and use a CRM system to improve and automate operations and increase revenue. Specifically, you will be able to:

Day 2: Breaking CRMs Down

1. Understand the key components that should be considered when planning and implementing a CRM system for a small business.

2. Explain the importance of data analysis and reporting in a CRM system.

3. Discuss the importance of data security and privacy when working with a CRM system.

4. Share hands-on experience with various CRM systems, which can help in selecting the right CRM system for your business.

Who is this workshop for?

The targeted audience for this course is someone who the following statements might apply to their business:

“I think that CRM system might benefit my business, but I am not sure where to start.”

“My business is growing fast, and I am struggling to keep up.”

“I have been talking to CRM vendors but need some independent advice.”

“I have approached a CRM consultant, but the cost gives me pause.”

“I am using a spreadsheet to manage my business, but it is starting to get overwhelming.”

“I have used a CRM in the past, but it was too difficult.”

Requirements: NONE! All you need is an inquisitive mind and a desire to automate your business through the implementation of an efficient and profitable CRM system.

Allison Reed Bio:

Allison Reed is the founder and CEO of The Prairie Group with more than 30 years of sales and sale technology experience. Specializing in sales automation for small to midsize companies, Allison uses his experience to broker solutions that work and increase productivity.

Allison’s number one goal is to deliver sales automation solutions that are individually designed to fit a company’s needs and increase productivity. At a minimum, Allison has saved clients 7.5 hours per week by using a proven tech stack.

By focusing on sales automation, Allison has been able to put the Technology degree that he earned at Northwestern University to good use. Over the years, he has garnered some experience from some of the top corporations such as AT&T, Verizon Wireless, and Jabra to name a few.

When Allison is not busy automating sales processes, he’s an avid reader and loves spending time with family, friends, and fraternity.

Sharon Reed Bio:

Sharon Reed is an accomplished professional with over 35 years of experience in operational management, learning and development, and account management. As the Co-Founder of The Prairie Group, she has played an instrumental role in building and growing the company into a leading provider of sales automation and soft skill training solutions.

Sharon’s career began in the financial services industry, where she honed her skills in operations management, account management, and learning and development. It was after the acquisition of these skills, that she discovered her passion for helping individuals and organizations reach their full potential.

At The Prairie Group, Sharon has helped to develop innovative training programs that have transformed the way organizations approach workforce development. She is known for her strategic thinking, creative problem-solving, and her ability to build strong relationships with clients.

In addition to her work at The Prairie Group, Sharon is also actively involved in her sorority and community. She is a dedicated volunteer and has served on the boards of several non-profit organizations.  She is a lifelong learner and is constantly seeking out new knowledge and experiences to enhance her skills and expertise.

All virtual events are presented by HUUB, a one-stop online resource and support platform for entrepreneurs.

This event is going to be held virtually. Attendees will receive a link to the live stream and worksheets once they have signed up.

Ticket donations go to support businesses through ongoing programs like these.

We believe in entrepreneurs who are courageous enough to chase a dream, against all odds.

Build an environment for them, and it will elevate us all.

Small business owners and entrepreneurs will discover the power of artificial intelligence like ChatGPT, Bard, and others as a tool to optimize operations and fine-tune their strategic approach. Attendees will delve into real-world examples of AI applications, gaining insights into how they can automate routine tasks, enhance customer interactions, and drive efficiency. Ultimately, this presentation aims to provide a beginner’s roadmap for integrating AI into their business landscape, fostering growth, and maximizing potential in their competitive small business market.

During the session, you will learn:

Improved Business Efficiency: Leave with a better understanding of how using ChatGPT can help save time and resources, and discover how AI can handle repetitive tasks, freeing time to focus on strategic and creative aspects of the business.

Enhanced Customer Experience: Learn how ChatGPT can be utilized to help provide fast, accurate, and personalized customer service, leading to improved customer satisfaction and loyalty, driving repeat business and positive word-of-mouth

Innovation and Growth: The presentation will provide a platform for participants to start thinking more innovatively about their business strategy.

About Vincent Orleck:

Vincent is the President of the local Phoenix-area chapter of the Social Media Club, a contributor to and evangelist for the #yesPHX startup and entrepreneurial community, and manages social media planning and strategy for ASU Knowledge Enterprise full-time. A resident of Greater Phoenix for over 15 years, he previously honed his methodology and tactics through his work in marketing at IO Datacenters, Gannett Inc., and Facebook.

All virtual events are presented by HUUB, a one-stop online resource and support platform for entrepreneurs.

This event is going to be held virtually. Attendees will receive a link to the live stream and worksheets once they have signed up.

Ticket donations go to support businesses through ongoing programs like these.

We believe in entrepreneurs who are courageous enough to chase a dream, against all odds.

Build an environment for them, and it will elevate us all.

The opportunity for diverse-owned businesses is big and continues to grow.

Corporations and governments at all levels are actively seeking to contract with businesses owned and operated by people of color, women, LGBT+ community members, people with disabilities, and military veterans.

Many organizations run supplier diversity programs to find and nurture a diverse network of businesses to provide goods and services. To join these networks, your business must have a proven track record and be poised for growth. Not every business is ready to take this step. But every diverse-owned business should at least ask the question: Could supplier diversity be your next big break? If you think the answer might be yes, this is your chance to learn what it takes to seize the opportunity.

During the session, you will learn:

• What is supplier diversity?
• How to navigate government contracting
• How to access corporate supplier diversity programs
• Working toward certification
• Making the most of your certification

Jose Yanez Bio:

Senior Business Banking Consultant for Chase in Gilbert, Arizona. I have over 20 years in financial services. With over 20 years of experience in Business Banking, Consumer Banking, and Relationship Management, Jose gained a passion for serving his community and helping small businesses thrive. His ability to shift gears to help lead business owners through the chaos to achieve their strategic initiatives was one of his highest priorities. He is differentiated by the praise of financial management expertise combined with a strong business acumen, allowing him to view a business with a wide lens to narrow down and identify business drivers, understand complex issues, take action, and drive results.

I’ll work with you to help achieve your goals by making your business banking as simple as possible. I can provide you access to the broader team of experts in areas such as cash management, credit solutions, and other business services.

Ashley Kelley Bio:

Ashley Kelly is a Senior Business Consultant with J.P Morgan Chase with over 19 years in business and commercial banking. Within her line of business, she focuses on supporting Minority, Women and Veteran Owned businesses. The mission is to establish a community of support designed to address the challenges that small businesses face: lacking access to information, procurement opportunities, and access to capital through 1:1 Mentoring. She is helping to advance racial equity by supporting underserved small businesses in the Phoenix community with tools and resources to help them improve their financial wellbeing.

Ashley has spent most of that time working with business owners and creating opportunities for those companies. She has served on the women’s leadership committees and became a

certified women’s banking advocate. She is heavily involved with the bank’s DEI programs for minorities in diverse segments.

Ashley and her family live near South Mountain and are natives to Arizona. She and her husband have served on the gala committee for Valley life for Several years, as well as co-chairing a few of them. She most recently became a board member for the Arizona Hispanic Chamber of Commerce, and the YWCA. Ashley has a lot of passion towards helping others, especially in communities that are considered underserved.

Ashley and her husband have 3 kids (18,9,and 3). They enjoy traveling and trying new restaurants. She also enjoys weight training and outdoor activities with her family.

All virtual events are presented by HUUB, a one-stop online resource and support platform for entrepreneurs.

This event is going to be held virtually. Attendees will receive a link to the live stream and worksheets once they have signed up.

Ticket donations go to support businesses through ongoing programs like these.

We believe in entrepreneurs who are courageous enough to chase a dream, against all odds.

Build an environment for them, and it will elevate us all.