This workshop is designed to help small and growing businesses make better use of practical digital tools to streamline day-to-day operations, improve customer management, and gain clearer insights into business performance. The session focuses on how commonly used systems, such as finance tools, CRM platforms, and email marketing software can work together to reduce manual effort and support better decision-making.
Participants will explore real-world examples of using tools such as Finance software for invoicing and cashflow, CRM systems to manage customer relationships, and email marketing platforms to automate communications and follow-ups. The workshop will also introduce AI-powered features already embedded in many business tools, showing how they can help save time and improve consistency without requiring technical expertise.
The workshop combines live demonstrations, practical examples, and discussions, ensuring businesses leave with clear ideas they can implement quickly using both existing and new tools.
Learning Objectives:
By the end of this workshop, participants will be able to:
– Identify everyday business tasks that can be automated using Finance, CRM, and Email Marketing tools.
– Understand how CRM systems can improve customer management and sales follow-up.
– Use email marketing tools to automate consistent and effective communications.
– Recognise how AI-powered features in business tools can save time and improve workflows.
– Leave with practical, achievable ideas to improve efficiency across their business.
About the speaker:
Michelle Williams is an experienced business automation expert.
For enquires, e-mail us on bgevents@bizgateway.org.uk
There will also be the opportunity to ask questions during the workshop.
