How to Get Into a CRM without So Much Pain - Episode 238

The Advisor Advantage

Kim and Tammi talk about Kim’s massive frustration over the last two weeks as she tried to move the database….she did succeed, but there were two weeks of frustration. How do I get into a CRM without so much pain? This episode will tell you how!

To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

Links and Resources from this Episode

• PEM Dynamix training: https://prosperityeconomicsadvisors.com/pemdynamix/
• Elizabeth Hagenlocher email: [email protected]
• Kim Butler: [email protected] Show Notes
• A CRM transfer - 1:38
• Complaining about the database transition - 2:54
• The unbelievable value of having a CRM - 3:12
• How much time it took for the transition - 4:14
• The learning curve - 5:42
• Give yourself a break - 7:04
• Talking about PEM Dynamix - 7:25
• Salesforce and Hubspot as CRMs - 8:25
• The PEM Dynamix crowd - 9:51
• Find the database that works for you - 13:20
• Learning the system and being confident - 15:54
• It’s not just a CRM… - 19:34

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