A bi-weekly study group where business owners, networkers and salespeople learn how to follow up, keep referrals moving, and turn relationships into business.
Bring your questions and a few real relationships from your business.
Each one looks at a different part of what a CRM can do. With an active Segwik account, drop into whichever ones fit your schedule.
You've probably heard the term. Maybe you've even signed up for one and stopped using it. Most business owners, networkers and salespeople were never shown what a CRM actually does for them day to day. That's what we talk through, together.
See how a CRM tells you who needs your attention, why they matter and what should happen next.
See how to keep the people you meet from disappearing once the event is over.
See how a CRM keeps track of introductions so they don't go cold between "you two should meet" and what happens next.
Find the opportunities already sitting among your customers, partners, prospects and the people you know.
Every session is relaxed, practical and open to questions. You don't need a CRM to join, and you don't need to know anything about them yet.
Something everyone runs into: a missed follow-up, a lost referral, a contact you forgot you had.
A plain-language look at what a CRM does with that problem, without the jargon.
Bring your own relationships, referrals and situations, and work out how it would apply to you.
Walk out knowing one thing you'll do differently this week.
No tests and no certificates. Just a real understanding of the tool everyone keeps telling you about, and whether it fits the way you work.
Know what a CRM is, and what it isn't.
See how a CRM keeps the context that makes someone more than a name in your phone.
Know who needs your attention and what the right next step is.
Swap memory and sticky notes for a simple habit you can repeat.
Put what you see to work on real people in your business.
The study group has been meeting for a while. Here's some of what we've worked through together.
Pete Romano · Founder of Segwik
For nearly 20 years, Pete has been designing and building CRMs for businesses of every type and size. He has spent that whole time in the gap where most businesses quietly lose money: between meeting someone and actually doing business with them.
He's a visionary when it comes to customer experience. Pete sees the whole journey at once, every touchpoint, every follow-up, every moment a relationship can stall, and then builds the journeys that keep it moving. The systems he's designed have helped businesses book, and save, millions of dollars.
At CRM University he skips the jargon and shows you what a CRM can really do for you, the way he wishes someone had shown him.
Come to your first session free and see what a CRM can really do for you. After that, the study group comes with any active paid Segwik CRM account, so you keep learning on the system you're actually using.
Segwik hosts the group because it builds a Relationship Operating System that keeps the person, the context, the history and the next step connected. If you'd like to see it, just ask.
Your first session is free, the group meets every other week, and you don't need to know anything about CRM to join. Bring your questions, bring a few real names, and see what's possible. Keep coming with an active paid Segwik CRM account.
