This program is supported by the Province of British Columbia through Innovate BC, and managed province-wide by Alacrity Canada. CRM Horizons is fully funded for eligible businesses in British Columbia. This funding supports essential training and guidance for the successful implementation, maintenance, and use of CRM tools.
Supporting every stage of your CRM journey
Whether you're a large company or just starting out, a robust CRM system can help optimise your customer relationships at scale
CRM Horizons Stream 1
Learn how to launch and leverage CRM in order to boost your sales funnel with this self-guided course
CRM Horizons Stream 2
Unlock the potential of your CRM system with 1-on-1, tailored support from our expert advisors
What the cohort is saying
Get the tools and knowledge you need to leverage CRM for your growing business
Enhanced Customer Service
CRM systems offer streamlined access to critical customer information, such as purchase history and previous interactions, allowing support teams to provide timely and personalized assistance
Trend Identification
By capturing and analyzing customer data, businesses can gain valuable insights into customer behaviors and preferences, facilitating informed decision-making through detailed reporting and visualization tools
Task Automation
CRM platforms automate repetitive tasks related to sales and customer support, allowing businesses to allocate more time and resources to strategic initiatives and core operations
Marketing & Sales
Effectively manage sales pipelines, allowing for improved tracking of leads and opportunities, seamlessly create targeted marketing campaigns and measure sales performance & marketing efforts for continuous improvement
CRM Horizons Stream 1
The Bootcamp
Launch your CRM journey with a solid foundation.
This 10-hour, online course will equip you with the tools and knowledge needed to scale your customer relations with confidence.
About The Bootcamp
Course Length
10 hours total with 6 weeks to complete
Format
Online, remote learning through the Thinkific platform. Mix of learning through Instructor led slides, Q&A’s from industry leaders & downloadable resources. A Student Success Member will be available to answer questions from Students left in Thinkific.
Instructor
Kalyn Adams – Digital Specialist
Cost
Fully funded for eligible businesses
Upon completion, participants will have the skills to position an organization to grow online successfully. To formally recognize this, you will receive a CRM Horizons Bootcamp Certificate.
Bootcamp FAQ
WHO IS THE BOOTCAMP FOR?
This Bootcamp is tailored for business owners and employees who are new to CRM systems. It focuses on introducing participants to the importance of digital transformation through CRM.
The Bootcamp will teach you about the value of CRM systems and how you can leverage their technology to improve your customer service and streamline your operations.
You will graduate with an understanding of:
- CRM’s & Modern Sales Pipelines
- Implementing & Using a CRM System
- Measuring & Tracking Performance
- Advanced CRM Topics
One applicant per business (owner or employee) is eligible to enter the program, and must meet the General Conditions that The Business:
- Is currently operating (at least 3 months)
- Is registered within BC and paying Provincial taxes in BC
- Employs less than 500 individuals
- The Business’ sole or primary operations are located in BC
We will ask business applicants to provide the following:
- Business and Owners contact information
- One of the following:
- BC Business registration number (Orgbook Search); or
- A government document that confirms the business (i.e. incorporation or registration documents, CRA business number); or
- (Indigenous businesses only) Proof of business registration with a Band Council
- Information about the Business’ current CRM knowledge and implementation
CRM Horizons Stream 2
The Advisor
Unlock the full potential of your business with tailored CRM advisory services designed to match your unique size, industry, and goals.
Whether you’re selecting the ideal CRM software or fine-tuning your current system, we’ve got you covered.
About The Advisor
- A comprehensive analysis of your CRM’s strengths and challenges
- Clear, actionable recommendations and tailored options to suit your needs
- A step-by-step roadmap for seamless implementation and maximum impact
From the date the advisor is assigned, participants need to be available for ~4-5 hours for 10 business days to meet with the Advisor. A written recommendation will be provided to the business within 15 business days.
Fully funded for eligible businesses
Advisor FAQ
WHO IS THE Advisor FOR?
The Advisor is designed for businesses who are familiar with CRM systems but are encountering difficulties due to a lack of experience or specific skills.
The Advisor stream offers personalized advisory services to help identify the CRM software best suited to the business’ size, type, and needs, or receive training on optimizing existing CRM systems.
Once approved, you’ll share detailed information about your business and current CRM system with us. An Advisor will carefully review your input and schedule a meeting to explore your needs and goals.
Based on the information gathered, the Advisor will craft a tailored, written recommendation for the CRM solution best suited to your business. After reviewing the recommendations, you’ll have the chance to meet with the Advisor again to address any questions or seek further clarification.
One applicant per business (owner or employee) is eligible to enter the program, and must meet the following general conditions:
The business:
- Has a minimum of $30,000 revenue in the last 12 months
- Is registered in BC and paying provincial taxes in BC
- Employs less than 500 individuals
- The business’ sole of primary operations are located in BC
We will ask business applicants to provide the following:
- Business and Owners contact information
- One of the following:
- BC Business registration number (Orgbook Search); or
- A government document that confirms the business (i.e. incorporation or registration documents, CRA business number); or
- (Indigenous businesses only) Proof of business registration with a Band Council
- Information about the Business’ current CRM knowledge and implementation
- Stream 2 only – Attestation of annual gross revenues exceeding $30,000 in the last 12 months of operations or since incorporation/registration (for businesses that have been in operation for under a year)
Unlock your business growth
Whether you’re just starting your CRM journey or you’re transforming your current system, we’ve got you covered.