Understanding FileMaker Pro Advanced and CRM Integration What is FileMaker Pro Advanced? To kick things off, let’s talk about FileMaker Pro Advanced. It’s an incredible tool that I’ve used to manage databases and streamline projects. It’s very powerful, but when it comes to customer relationship management, it may not be the best fit for everyone. […]
Understanding Your Current Data Landscape Assess Your Legacy Systems First things first, you’ve got to know what you’re dealing with. Start by taking a long, hard look at your legacy systems. What data do they house? What formats are you working with? This is like checking the inventory before moving houses – you wouldn’t just
Assess Your Current System Identify Your Pain Points Before diving into a migration, I always take a moment to really think about what’s not working in my current CRM. It can be easy to get caught up in the new features of a shiny system, but understanding the problems I’m facing is key. Whether it’s
Assess Your Current CRM System Evaluate Your Needs Before diving into migration, I like to take a step back and really evaluate what my needs are. What do I like about my current CRM? What’s been driving me crazy? Seriously, I jot these things down because they guide me in understanding what I need in