Navigating Pitfalls for a Smooth 30-Day CRM Transition

The SaaSy OBM

In this episode we aim to help you avoid potential pitfalls and navigate the transition smoothly. Mary Sue draws from her experience in guiding coaches and consultants through this process, emphasizing the importance of thorough planning and preparation. She advises against the temptation to revamp all existing systems and suggests seeking expert assistance for a more efficient and cost-effective transition. Tune in to discover how you can successfully make the leap to an all-in-one CRM within 30 days while maintaining quality.

Key Takeaways:

• Transitioning to an All-in-One CRM in 30 Days
• Potential Pitfalls and Solutions
• Making the Leap with the right strategy and support

Quotes

"Embrace the power of evaluation: keep what aligns with your goals and ideal client, and let go of the outdated and unnecessary."– Mary Sue Dahill

"Transitioning to an all-in-one CRM in 30 days is achievable. With guidance, even coaches and consultants can simplify their tech landscape more than expected."– Mary Sue Dahill

Featured in this Episode

Mary Sue Dahill

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

Chapters

00:00 - Introduction

01:38 - Removing Outdated Systems for a Lean Transition

03:34 - The Power of Planning and Preparation in CRM Transitions

04:11 - Keys to Staying on Track and Meeting Timelines

05:40 - Avoiding Chaos: The Pitfall of Revamping All Systems

06:48 - Prioritizing Client Service Over DIY System Rebuilding

07:34 - Embracing Support from Experienced Virtual Assistants

08:18 - Overcoming the Fear of Change in CRM Transitions

09:34 – Outro