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How to Use CRM to Consistently Find, Attract, and Win New Customers

Customer Relationship Management (CRM) systems represent a multi-billion dollar industry. Companies use CRM to automate and synchronize their business processes. Most entrepreneurs believe their companies are too small for CRM. As a result, they stunt their company’s growth.

In this webinar Adrian Davis will explore the true value of CRM for small and mid-sized companies. He’ll show you how developing a CRM philosophy before touching technology is vital to a successful implementation. He’ll also share best practices for the successful implementation and use of CRM.

Date: November 13, 2012
Time: 12:00PM – 1PM EST
This is a 60-minute, interactive presentation.

View recorded webinar


  • Learn how to effectively segment your customer base
  • Learn how to move from transactional to strategic customer relationships
  • Develop a blueprint for finding, attracting, and winning customer relationships
  • Align your products and services with the buyer’s definition of value

Presentation Overview

This webinar will cover the following topics:

How People Buy
No one wants to be sold to, but everyone loves to buy. In this portion of the presentation, we will explore the buying process and how business owners can ensure they are providing real value to buyers at each stage.

The Customer Life Cycle
Winning a new customer is one thing. Keeping and nurturing the customer relationship so that it becomse strategic is entirely different. Learn what customers expect from your business in order for you to move from the vendor trap to become a Trusted Advisor.

CRM Strategy
We will explore what CRM strategy is and how to successfully imoplement CRM for your business. We’ll also look at what you can do to ensure your employees actually use your CRM to engage and fulfill your customers.


Adrian Davis

Adrian is a business strategist and trusted advisor for chief executives and business owners.

He is the Immediate Past President of the Canadian Association of Professional Speakers, Toronto Chapter and President of management consulting firm Whetstone Inc. Whetstone helps business owners and chief executives get more sales, faster, with better customers. His clients include The Globe and Mail, KPMG, Stantec, Dupont, and PricewaterhouseCoopers.

His highly talented team has developed a reputation for leading organizations to innovative and practical solutions that enhance customer value and dramatically increase sales and profitability.

Adrian is a certified professional in Business Process Management (P.BPM) and a certified Competitive Intelligence Professional (CIP).

He is a thought-provoking speaker and is frequently called upon to address senior management teams and sales groups on the subjects of corporate strategy, competitive advantage and sales excellence.