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Choosing Your First CRM, or Considering Moving to a New One?
Choosing one –
First and foremost, if you are not committed to making (as opposed to getting) the time to learn, implement, and consistently use it, don’t waste your time and money.
Right now is typically one of the best times to do it in most markets. Some resort markets get busier this time of the year, but most start slowing down next month, so it’s a good time for most.
Do not pick your first CRM based on price, planning to move to a “better” one when you can afford it. Moving from one CRM to another creates two issues:
The learning curve is a much bigger investment than the actual dollar investment. Going through it a second time is something you want to avoid if possible by making the right choice the first time. Moving from one CRM to another means you must export your database from the first one, and import it into the next one. In almost all cases, you will lose almost all data other than your contact information. That being, name and address, phone numbers, e-mail addresses, web site addresses, and if you’re lucky – categories and/or notes. Moving to a new one –
“The grass is always ... more

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