Latest / Business-First Creatives: Client Experience & Systems for Service Providers
How to Switch CRMs Without Sacrificing Your Sanity
In this solo episode of the Business-First Creatives podcast, host Colie James dives deep into the intricacies of switching Customer Relationship Management (CRM) systems. Drawing from her extensive experience as a photographer who has transitioned through multiple CRMs and as a strategist assisting other entrepreneurs, Colie offers invaluable insights into when it makes sense to switch CRMs, the challenges involved, and the steps to take for a smooth transition. Whether you're contemplating a switch or simply curious about optimizing your current CRM setup, this episode is packed with…
The skinny
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