Is your business still running on spreadsheets or an outdated CRM? Could your current system be working better for you?

In this session, brought to you by Coacto on behalf of Cheltenham BID, we’ll show you how aligning your processes, people and technology can transform your business—no matter its size.

Learn how to leverage a CRM not just for customer relationship management, but as a powerful tool for growth, efficiency, and profitability right across your business from ecommerce, through marketing, sales, service, operations and into accounting.

By attending, you’ll discover:

• Increased efficiency: Cut down on repetitive tasks with automation, freeing up time for strategic work.
• Improved customer service: Deliver a consistent, high-quality experience that keeps customers coming back.
• Risk management: Build processes that reduce errors and ensure smoother operations, especially as your business scales.
• Enhanced business value: Strengthen your company’s foundation, making it more attractive to investors or buyers.Join us to explore actionable insights that will help you work smarter, not harder, and position your business for sustained success. Whether you’re a local retailer, service provider, or entrepreneur, this session will equip you with practical tools and strategies to take your business to the next level. Don’t miss this opportunity to invest in your business’s future.

Tickets are free for Cheltenham BID levy paying businesses and a £20 charitable donation for non-levy paying businesses. With a maximum allocation of 2 tickets per business.

Reserve your place >>