CRM Data Migration: How to Avoid Losing Your Data
CRM Data Migration: How to Avoid Losing Your Data It’s time for a new CRM… better features, integrations, fit for where the business is going – great! Now comes the part nobody talks about in the sales demo: getting your data from A to B in a CRM data migration without losing anything that matters […]
Yotpo’s SMS and Email Exit: Your Marketing Upgrade Opportunity
So Yotpo just casually announced they’re discontinuing their email and SMS products, leaving a load of ecommerce brands marketing teams everywhere having a meltdown (the dog with the fire meme “this is fine” comes to mind). Yes, Yotpo’s decision disrupts everyone who built their whole setup around these tools, and it’s so gutting for those people […]
Email & SMS are dead at Yotpo: What’s next for e-commerce brands
If you are reading this, chances are you might be one of the thousands of e-commerce brands that woke up to some seriously frustrating news this week. Yotpo is shutting down its email and SMS products, not scaling back, not pivoting, that’s right, shutting completely down. It’s a huge shift, especially for the many brands […]
CRM Migration: What Non-Technical Teams Need to Know
So your company has just dropped the M word (migration), and now you’re wondering if you’ll need to learn to code or sacrifice your weekend to the data gods. Moving to a new CRM system can feel overwhelming, especially if you’re not from a technical background. But take a deep breath, put down that stress […]
SendGrid to Customer.io: Migration of Transactional Communications for a Fintech Client
To protect sensitive business data and honour client confidentiality, this migration case study has been white-labelled. While the insights, strategies, and outcomes are based on a real engagement, all identifying details have been anonymised. This approach allows us to showcase the value and impact of our migration work while maintaining the highest standards of privacy […]
Why Businesses Are Exploring Alternative CRM Platforms
“The CRM system we’ve been paying a fortune for sits mostly unused by our team. We’re basically funding someone else’s innovation while our actual needs go unmet.” This confession from this Head of CRM isn’t unusual. Across industries, a growing trend is emerging: businesses are increasingly exploring alternatives to traditional CRM giants and are questioning […]
How to Break Free from Outdated CRM Systems
Sticking with an outdated CRM is like using a flip phone in the age of smartphones – it might technically work, and hey, we’re not knocking the Motorolla Razr (some of us even had the pink one) but it’s holding you back in ways you don’t even realise. CRM systems are like the backbone of […]
Your Expert Guide to CRM and ESP Systems
Our New E-Book: Your Expert Guide to CRM and ESP Systems Do you want to stay ahead of your competition? Having great products and services is key, but the real secret is having the right CRM system in place to manage your customer relationships. That’s what truly makes a difference! Whether you are a small […]
Salesforce to Customer.io: GoHenry’s ESP Migration in 8 Weeks
When the talented team at GoHenry approached us to migrate their entire customer marketing operation from Salesforce Marketing Cloud to Customer.io, they had an ambitious goal – to complete the transformation in just 8 weeks while maintaining seamless communication with millions of families across the UK and US. This wasn’t just about moving data from […]
The Reasons to Move from Spreadsheets to a CRM System
When starting a business, spreadsheets come in super handy. They are often free, especially with tools like Google Sheets, providing a great and straightforward solution to organise finances, data, and leads. They’re a huge step up from scattered Post-it notes cluttering your desktop! However, whether you love or hate them, spreadsheets just don’t have the […]
