Key Questions to Ask Before Switching CRMs | My CRM Migration Journey (Part 2)
Thinking about switching your CRM or email marketing system? Before you make the move, there are key questions you need to ask! In this second video of my CRM migration series, I dive into the essential considerations you should think about when moving to a new system. From features and integrations to pricing and support, this video covers it all.
I also share my personal checklist to help guide you through the process and avoid common mistakes. Download the checklist here: https://links.usegoldstar.com/widget/....
In this video, I cover:
• How to assess your current CRM’s features
• What to look for in a new CRM or email marketing system
• The importance of integration, ease of use, and scalability
• Why pricing and customer support matter
• How to do an audit of your current system before migrating
If you’re thinking about changing your CRM or email marketing system, this video will help you make an informed decision. Don’t forget to subscribe and hit the notification bell so you can follow along with my journey!
Download the checklist here: https://links.usegoldstar.com/widget/...
Watch the first video in this series here: • Why I’m Moving Away from Keap: My CRM & Em...
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⏰ Timecodes ⏰
00:00 Introduction to CRM Transition
02:53 Key Considerations for Choosing a New System
05:48 Evaluating Features and Usability
09:06 Planning the Transition and Data Migration