video1.0<iframe src="https://www.loom.com/embed/f3a7e68cda6549aca870fb3fda1ae0b1" frameborder="0" width="1110" height="832" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8321110Loomhttps://www.loom.com8321110https://cdn.loom.com/sessions/thumbnails/f3a7e68cda6549aca870fb3fda1ae0b1-d6026670f6474ae6.gif520.4213In this video, I walk you through the process of migrating CRMs effectively to avoid chaos and lost trust within the sales team. I emphasize the importance of mapping out existing workflows, cleaning data, and ensuring that the new CRM aligns with your business processes. I also discuss the need for data hygiene, including removing duplicates and translating legacy fields into the new system. After migration, I highlight the significance of training the team with hands-on sessions to ensure they are comfortable using the new CRM. If you're interested in my help with CRM migration or setup, please book a call with me to discuss further.