Your CRM Transition Roadmap

CRM Success Secrets for Coaches and Consultants

In today's episode, we will delve deep into the creation of a CRM transition roadmap, enabling you to streamline and declutter your systems into a unified, harmonious whole. Throughout this episode, we will explore the four fundamental steps of your CRM transition roadmap. Join us as we discuss the creation of a tech consolidation list, efficient organization of your contacts, evaluation of existing systems and automations, and the seamless integration of your website or other technologies into your new CRM. Prepare to simplify your tech stack and enjoy a smooth CRM transition. Be sure to stay tuned for practical tips and expert insights on this transformative journey. Happy planning, and may you find inspiration in this episode!

Key Takeaways:

• Transitioning to an All-in-1 CRM
• Practical Steps and Techie Topics

Quotes

"It will be a straightforward process to identify and categorize the technologies in your list as move, drop, or keep."– Mary Sue Dahill

"Maximize your contacts and be pleasantly surprised by the untapped potential for nurturing relationships."– Mary Sue Dahill

Featured in this Episode

Mary Sue Dahill

https://www.linkedin.com/in/marysuedahill

Chapters

00:00 - Introduction

00:39 - Organize apps and Tech in Nifty spreadsheet

03:26 - Prioritize apps and move, drop, or keep?

07:03 - Segment and clean up mailing list efficiently

09:38 - Filtering Invalid Addresses and Segmenting Contacts

10:49 - Prioritizing and Assessing the Need for Migration

12:09 - Integrating CRM forms onto website, sync communication

13:40 - Utilizing the Transition to Enhance Systems

15:01 - Outro