CRM Horizons

Laying the groundwork for businesses to leverage CRM tools and strategies to scale customer relationship management through self-guided training and one-on-one advisory.
Supported by the Province of British Columbia through Innovate BC, and managed province-wide by Alacrity Canada.
Overview
Whether you're a mature company or just starting out, we're here to help launch and scale your customer relationship management (CRM) systems.
1,500
businesses supported (projected)
10
Hours tailored advisory support
$0
participation fee (fully funded Program)
6 week
self-guided, online course
Format

Train your team and get expert advice

The Bootcamp helps you launch with a solid foundation. This 10-hour, online course equips your team with the basics needed to scale your customer relations with confidence. Learn More
The Advisor unlocks the full potential of your sales systems. Our advisors work with you to create a strategy and implementation roadmap tailored to your business' unique size, industry, and goals. Learn More
Toolkit

Get your toolkit to scale sales, seamlessly.

Serve customers
Identify trends
Automate tasks
Manage pipelines
Streamline access to critical customer information, such as purchase history and previous interactions, allowing support teams to provide timely and personalized assistance.
Capture and analyze customer data to gain valuable insights into customer behaviours and preferences so you can make informed decisions.
Automate repetitive tasks so you can allocate more time and resources to strategic initiatives and core operations.
Improve lead tracking, create targeted marketing campaigns, and measure sales performance for continuous improvement.
Testimonial
“I was very impressed with the depth of the course. I had no idea how much was involved in planning, choosing, and implementing a CRM system and if we had gone ahead without taking this course I think we would have gotten very overwhelmed and probably made some big mistakes. ”
Participant
CRM Horizons bootcamp
Training

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.
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.
  • 10 Hour self-guided, online course
  • Live interactive q&a's
  • Downloadable resources
  • support from alacrity canada team
  • earn a crm horizons completion certificate
Advisory

The Advisor

Unlock the full potential of your business with tailored CRM advisory services. Whether you’re selecting the ideal CRM software or fine-tuning your current system, we’ve got you covered.
Upon completion, participants will have a clear roadmap to roll out the strategy co-developed with your advisor.
  • 1 Hour consultation with expert advisor
  • Audit of your crm strengths & challenges
  • goal assessment & strategy development
  • Industry best practice support
  • comprehensive implementation roadmap
Team

Questions? Our team is here for you.

With years of experience across various industries, our dedicated team is committed to driving growth and operational excellence.

Connect with the Program Team
Karly Dore
Karly Dore
Program Coordinator
Sabine Blackburn
Sabine Blackburn
Program Manager