CRM Migration Accelerator Mini-Workshop Series
DATES: Fridays @ 2:00 PM ET Starting January 24th
Sign up for this free hands-on mini-workshop series designed to simplify CRM migration, clean and organize your data, and set your team up for long-term success.
What You’ll Get When You Register
- Access to 10 live actionable CRM migration workshops
- Resource bundle with templates and guides
- Workshop recordings for reference
- Live Q&A opportunities
Start your CRM migration journey with clarity, confidence, and expert guidance.
Fill out the form to get free access now and take the first step toward smarter systems and lasting results.
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Who Should Attend
These workshops are designed for business leaders, sales and marketing managers, CRM admins, and operations teams who want to:
- Plan and execute a seamless CRM migration.
- Improve data quality and organization in their CRM.
- Optimize CRM workflows and automations.
- Set up a scalable and user-friendly CRM system.
- Use CRM tools effectively to drive business outcomes.
Whether you’re planning a migration, in the middle of one, or refining your current CRM setup, these sessions will provide actionable strategies you can implement right away.
10 CRM Migration Accelerator Mini-Workshops
Each workshop will take place Fridays at 2 PM ET and is designed to guide you through a specific step in your CRM migration journey.
January 24th - March 28th
Preparing for a Successful CRM Migration
Understand the key steps in planning a CRM migration and set clear goals.
Data Collection and Clean Up for a Strong CRM Foundation
Identify and resolve common CRM data problems to ensure clean, organized data.
CRM Properties and Mapping to Identify Essential Data
Understand CRM properties and determine what data is essential for your business.
Tracking the Sales Process and Mastering Funnel Stages
Build and optimize your sales funnel for better deal tracking and forecasting.
CRM Workflows and Automations for Streamlined Processes
Automate routine tasks and workflows for better productivity.
CRM Data Import and Quality Check for a Smooth Transition
Execute a successful data import and validate its accuracy.
CRM Configuration to Optimize Records, Forms, and Views
Customize CRM records, forms, and views for team efficiency.
Setting Up CRM Users for Productivity and Efficiency
Ensure your team is set up effectively within your CRM.
Mastering HubSpot Sales Tools to Accelerate Growth
Use HubSpot Sales Tools to streamline sales activities and improve engagement with prospects and customers.
Building Dashboards and Sales Activity Reports for Insights
Create meaningful dashboards and reports to monitor sales performance and make data-driven decisions.
Ready to simplify your CRM migration and set your business up for success?
Sign up now for the CRM Migration Accelerator Workshops and gain clarity, control, and confidence in your CRM transition.
Register Now for Complete Access
Frequently Asked Questions
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Do I need to attend every session? No, you can join live or access the recordings anytime.
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Can I join the workshops if the series has already started? Absolutely! You’ll get immediate access to recordings of past sessions and be signed up for all upcoming workshops.
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How long are the workshops?: Each workshop is 30 minutes of focused, actionable insights.
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Is there a cost to attend?: No, these workshops are completely free.
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Can I ask questions during the workshops?: Absolutely! Each session includes live Q&A time.
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How long will I have access to the workshop recordings?: You’ll have unlimited access to all recordings and resources after each session.