033 - Mitigating Migration Missteps With Laura Sills
from Get Automated Podcast With Kelsey Bratcher Hosted by Kelsey Bratcher
Episode 33 of the Get Automated Podcast is packed with amazing tips and tricks for any small business preparing to use or currently using a CRM. This week we focus around Infusionsoft but many of the topics can be applied across several different software platforms. The smartest man in automation Kelsey Bratcher is joined by Laura Sills the Director Of Operations for Ziva Meditation. Kelsey and Laura discuss: data migration (changing software platforms), data clean up, spreadsheet functions you need to know, and webhooks. Want to learn how to get enterprise level reporting for basically free? Plus get some great Zapier tips and even learn what to look out for when setting up an online course. Well, you need to download this week's episode and get all this and more.
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