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Business Growth – How Small Businesses Can Win Big with CRM and Marketing

October 18, 2018 @ 9:00 am - 12:00 pm EDT


Start your morning with continental breakfast at the renowned Burlington Golf & Country Club, networking, and learning.  Do you have the tools that are used by successful businesses to stay competitive in today’s digital landscape? These presentations are designed to provide you with an overview of the basic yet critical tools for every business, so you can focus on what you do best, manage growth and build enduring customer relationships.

*First 50 registrants will also receive a free digital marketing assessment (1 hour of consulting to be scheduled separately)


8:45am to 9:15am – Registration – Continental Breakfast

9:15am to 9:30am – Introduction & Welcome

9:30am to 9:50am – Best Practices and Pitfalls to Avoid when Implementing a Customer Relationship Management Tool

Presented by Kevin Smith from GoldMine CRM

By 2021, CRM will be the single largest revenue area of spending in enterprise software (Gartner). Your CRM is an invaluable tool in your business to stay connected to your customers, streamline processes and improve profitability.Get the most out of your CRM with these insider tips and tricks. If you are new to CRM, this overview will show you how having a clear overview of your customers allows you to nurture them throughout their buying journey and create enduring relationships.

9:50am to 10:10am – Office in the Cloud –  Fully Managed Freedom 

Presented by Michael Davidson from VDI Networks

Learn how fully managed Canadian Cloud Hosting designed for small business can make your life easier. The unique and specific challenges faced by small business are many so putting the right tools in place, so you can focus on what you do best gives you greater opportunity to grow. Run your business with one secure login for all applications and become device independent, anywhere, anytime.

10:10am to 10:30am – Why Digital Marketing is Crucial for Any Size of Business

Presented by GRO Digital Marketing & Creative

Top-performing small and mid-sized companies are finding increased engagement through digital marketing. The digital marketing stream is not reserved for large corporations. Regardless of size, industry or geography, digital is a necessity for growth. Join us for a presentation of how digital marketing helps you stay competitive.

10:30am to 10:45am – How to Add Value to your CRM – A Look at GoldMine CRM Integrations for Every Business

Presented by Kortnee Wilson from The Trainer’s Advisory Network Ltd.

Quick run through of popular GoldMine Integrations that add extra value to your day to day operations within Goldmine. QuickBooks, SMS Text Messaging & Syncing Calendar to Google & Mobile

10:45am to 11:00am – BREAK

Breakout Sessions

11:00am to 12:00pm – Room 1 – Brandstorming – Refining Your Brand and Value Proposition

Presented by GRO Digital Marketing & Creative

A fun and interactive exercise to focus your marketing, help you communicate with your customers, and maintain a consistent and compelling brand.

11:00am to 12:00pm – Room 2 – What are others doing with GoldMine CRM that you’re Not?

Presented by Kortnee Wilson from The Trainer’s Advisory Network Ltd.

An open floor discussion on how others find success with GoldMine CRM and ways we can gear the tools available within GoldMine for your business. We will cover key topic such as Top Screen Customizations, Reports & Dashboards along with ways to Integrate & Automate.


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October 18, 2018
9:00 am - 12:00 pm
Event Category:


Tammy Wilson
(905) 820-1041


Burlington Golf & Country Club
422 North Shore Blvd E
Burlington, ON L7T 1W9 Canada
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(905) 634-7726

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