In this workshop we’ll show you how to implement, organise and track your business data to make informed decisions

📝 Description:

This is the fifth workshop of our Sales Accelerator. It helps you understand how to organise, track, and use your data to improve your sales performance. You will learn why a CRM system is essential, how to structure it effectively, and how to use your data to make informed decisions that support growth. It builds your confidence in managing sales information and using simple data insights to increase efficiency and drive results.

Sales Accelerator programme is a 12‑week journey consisting of 6 expert‑led workshops. You may attend the full programme or join individual workshops depending on your needs. The programme supports founders to improve their sales capability by providing structured learning, practical tools, and real examples.

📚 What to expect:

•An introduction to the importance of data in building a strong sales process.•A practical session on how to use a CRM system to track leads, customers, and performance.•Exercises that help you identify your key sales metrics and understand how to measure them.•Real founder examples showing how data improved their sales strategy and outcomes.•An Action Lab focused on improving or setting up your CRM and strengthening your sales tracking.

👥 Why attend:

•Understand how data supports clear and confident decision making.•Learn how to structure a CRM and use it to manage your sales pipeline effectively.•Gain clarity on which metrics matter most for your business.•Strengthen your ability to plan, prioritise, and follow up with customers.•Leave with practical actions that improve your sales organisation and efficiency.

📲 Download our Accelerator app to get the most out of your journey:

Power your progress by joining your Accelerator groups, accessing resources, and staying connected to your community, all in one place.

Download on the App Store or Play Store: NatWest Accelerator (https://qrfy.io/p/TvjWH8fPOe)

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All information used in this presentation you are registering for is produced for information purposes only and is for the sole use of the attendees at the

presentation.

Whilst we feel this topic is beneficial to business owners, the views expressed are not intended to be and should not be viewed as individual advice or as a

recommendation by Royal Bank of Scotland, NatWest, Ulster Bank, or any third party. You should seek independent advice in respect of issues that are of

concern to you.

To the maximum extent permitted by law we expressly disclaim all representations, warranties, or assurance of any kind, expressed or implied, that are made to

the accuracy or completeness of the information contained in this presentation and do not accept any obligation to update or correct any information contained

herein.

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