What Is a CRM and How to Use It: A Beginner's Guide

• **Tuesday, October 27, 2026 | 11:30 AM
• Vintage City Offices, Conference Room D | 30 Union St, Elizabeth, NJ 07202

Still tracking customers in spreadsheets or sticky notes? Learn how a CRM can help you stay organized, follow up on time, and grow your sales.

What You'll Learn

• How a CRM organizes customer info, leads, and communications
• How to choose the right CRM for your business
• How to set up records and build a basic sales pipeline
• How to use tasks and reminders to stay consistent

ARRIVAL

• Vintage City Offices is a private, shared office space with a locked entrance, so please arrive on time. When you arrive, wait to be let in and wait at the entrance until NJSBDC staff opens the door. Late arrivals are not guaranteed entry.

Registration is required. Seating is limited.

Accommodations can be requested at registration. Photos may be taken at this event; let staff know if you prefer not to be photographed.

Disclaimer: This training event is supported by federal taxpayer funds. By registering, I certify that I am legally authorized to receive services funded by U.S. taxpayer dollars, in accordance with applicable federal law and Executive Order 14218 ‘Ending Taxpayer Subsidization of Open Bordersʼ (February 19, 2025).