Join Steve Baxter and Chinia Waterman for a live discussion exploring the foundational steps from The Ultimate Action Plan for a New CRM. 

In this first session, we’ll focus on the why and the what - helping you build the right mindset and framework before any technology decisions are made. Along the way, we’ll share honest insights, real-world examples, and a few entertaining (and occasionally embarrassing) anecdotes that didn’t make it into the Action Plan itself. 

In part one of this series will cover:

• Why CRM is your secret to success.
• Why CRM applies to everyone - not just the sales team.
• The checklist to follow before choosing a new CRM.
• Putting the foundations in place. 

This session sets the groundwork for part two, where we’ll shift focus to execution - covering CRM selection, implementation, and how to measure success in the real world.