Set Up or Optimise Your Core Business Software

About this in-person workshop

Plenty of businesses pay for a CRM or accounting system, then never set it up properly. They only get a fraction of what they pay for and while the software is in place, it’s a messy set-up, and lacks integration between tools.

Join us for this hands-on workshop, and you’ll leave with one system already working better.

Please note: a laptop is required for this session, and please bring an existing login for a CRM or accounting software. Only 20 places available.

What you'll learn

• How to configure a core system properly so it fits the way your business actually works
• How to tidy an existing CRM or accounting setup so your data is clean and usable
• How to set up one integration between two tools so they share information automatically

What you'll leave with

• One core system better configured and connected
• A clearer sense of what your software can already do and how to keep it tidy
• The confidence to adjust settings yourself rather than leaving them at the defaults

Who it's for

This session is for businesses who have core software in place, but have never properly set it up to get the value they're paying for.

How to register

This in-person session is open to VIC businesses in the Digital Solutions program. Not registered yet? Takes 2 minutes here.