Integrity Seminars.Systems that finally talk.
A big CRM switch, then getting it to work hand in hand with their website. Fewer gaps, less busywork.
CRM switchWebsite integrationAutomation
What I did.
Moved them to a new CRM
All their contacts and pipelines, moved over without losing a thing.
Got the CRM talking to the website
Forms, bookings and leads now land in the right place on their own.
Wired up the integrations
The little connections that make everything run without copy and paste.
Plugged the gaps
Ideas to make it smoother, including a few things they hadn't thought about.
We have had the pleasure of using Mike to help us with a few projects. He has helped us when switching CRM's for our business which was a huge task, and also to then get our CRM to speak to our website and all the fun integration pieces that go along with that. He gave us ideas to make it more seamless and to plug some gaps we hadn't though about. It was great to work with him and we look forward to working together again in the future.
Integrity SeminarsClientMore people I've helped.
Your turn
Tools that don't talk to each other?
CRM moves, integrations, automations, or just a second pair of eyes on your setup. Let's chat about it.