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In this episode of our podcast, we tackle a pressing issue for users of Keep (formerly known as Infusionsoft) as the platform faces significant changes due to its acquisition by a competing public company.
Our guest, Mike Weiss, a leading expert in CRM migrations, provides invaluable insights into why this transition is not just necessary but also an opportunity for businesses to upgrade their operations.
We begin by discussing the urgency of migrating from Keep to a new CRM, specifically Go High Level.
Mike explains the implications of the acquisition, highlighting the potential risks for Keep users and emphasizing the importance of taking proactive steps to secure their CRM future.
He reassures listeners that while the migration process may seem daunting, it can be managed smoothly with the right guidance and a clear plan.
The episode delves into the advantages of Go High Level over Keep, including enhanced automation features, robust integrations, and the ability to create sophisticated workflows that can significantly streamline business operations.
Mike outlines the migration process, breaking it down into three essential stages: preparation, migration, and validation and training.
He stresses the importance of thorough documentation and data backup during the preparation phase, ensuring that businesses can recreate their workflows effectively in the new system.
Listeners will learn about the meticulous approach Mike and his team take during the migration, including the manual recreation of custom fields for deeper customization.
We also discuss the critical final stage of the process, which involves testing and validating the new system to ensure everything functions seamlessly before going live.
Throughout the episode, we address common concerns about the transition, including the potential for bumps along the way and the importance of ongoing support post-migration.
Mike emphasizes that this isn't just a technical shift; it's a strategic opportunity for businesses to refine their processes and enhance their customer interactions.
As we wrap up, we highlight the concept of the "parallel universe" migration strategy, which allows businesses to run both systems simultaneously during the transition, providing peace of mind and a safety net.
The overarching message is clear: while the change may feel forced, it presents a unique chance to upgrade and optimize business operations for future success.
We encourage listeners who are feeling overwhelmed by the impending changes to take a deep breath and view this as an
Thank you for tuning in to this episode of the CRM Migration Mastery Podcast!
We hope you found valuable insights on how to streamline your marketing and sales processes with Go High Level.
Remember, the key to thriving in today’s competitive landscape is embracing an integrated approach that eliminates data silos and enhances efficiency.
Integrating AI is mandatory, yet most businesses don't know where to start.
If you're ready to take the next step in transforming your business, and learning how to deploy AI and automation in your business, don’t hesitate to reach out.
Our dedicated team is here to help you navigate the migration process seamlessly and ensure you maximize your ROI.
For more information on our services and to explore how we can assist you, visit us at https://crmmigrationmasters.com.
Join us next week. You won’t want to miss it!
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Until then, keep striving for excellence and remember: the right tools can make all the difference in your business journey.
