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Your CRM Transition Roadmap
Manage episode 403682084 series 3520113
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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
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