How to make the switch from your CRM much easier, Part 1.

There is no "all-in-one," so focus on best-of-class to grow

Today's SaaS model is insidious in its "stickiness." (Sticky means you, the customer, are stuck. Great for the SaaS provider, crappy for you.)

After nine years as a HubSpot partner and customer, I moved away from their CRM and their CMS.

I used to believe that there were "all-in-one" platforms out there, but I was young and dumb.

Now I know that "most-of-the-things-you-need-in-one" is more accurate.

Now I also know why that is a good thing.

Yeah, yeah, you might pay more to assemble a best-of-class tech stack, but:

  1. It's great to be seen as using best-of-class. (Trust me, your prospects and customers can tell.)

  2. Your state of mind changes for the better when you're not constantly pissed off and irritated at the shortcuts and hacks you're constantly implementing and tolerating when you try to make your tools do too much.

  3. You become less beholden or STUCK to any one "sticky" app.

Case in point: since I was using Spiffy | Checkouts from Michael R. Hunter for my checkouts, I copied my Workflows from HubSpot to my Campaigns in Keap, then removed the HubSpot Automation in Spiffy and added a Keap Tag, and I was good to go.

Obviously, when you're moving from one CRM to another, you need to allow some overlap so you can import the data you need and rebuild the sequences and automation, but when you DO NOT have to rebuild your order forms, i.e., the thing that keeps your business alive, that sure is comforting.

So, if you feel as though you're tolerating some bullshittery from your current SaaS providers, consider diversifying the tools you use.

Take some eggs out of that one basket.

Reward yourself with best-of-breed tools.

Stop making excuses for your technology and start making more money with it.

Market like you mean it.

Now go sell something.

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