Thinking about switching CRM platforms or struggling to get the most out of your current system? In this must-listen episode, CRM and Service Titan consultant Celia Church (Smart Service Solutions) joins hosts Jennifer Bagley and Chuck Staszkiewicz to unpack the secrets behind successful CRM and field service software adoption for contractors and home service businesses.Celia shares a true insider’s roadmap—covering everything from data mapping and onboarding to ensuring clean data, effective team training, and the growing role of AI in automating busywork. Chuck and Jen add hard-earned lessons from their own businesses, giving listeners a no-nonsense guide to avoiding costly mistakes and setting up your CRM (and company) for scale. Perfect for HVAC, plumbing, electrical, and service company owners ready to stop wasting money on underused tech—and start leveraging CRM platforms for strategic, profitable growth.Timestamps:00:00 – Introduction & Why CRM Matters01:41 – Meet Celia Church: Her Background and How She Became a CRM Expert04:02 – Why “Garbage In, Garbage Out” Is the #1 Data Principle07:52 – The Right Way to Implement a New CRM10:00 – Step-by-Step: Data Mapping, Validation, and Change Management12:56 – Who Should (and Shouldn’t) Attempt a CRM Migration15:00 – Critical Non-Negotiables for Successful Implementation17:27 – Training, Grace Periods, and Dealing with Bad Data18:46 – Seamless Employee Onboarding & Ongoing Training19:58 – How AI and Automation Are Changing CRM Use24:35 – Automations, Integrations & What’s Possible Now25:51 – Reporting Mistakes Contractors Make (and How to Fix Them)30:51 – The Owner's Mindset and How Bad Data Derails Growth34:19 – Why You Need Financial Clarity Before a CRM Migration40:45 – Building Your Fractional “Dream Team” of Experts44:45 – Measuring ROI—And the Hidden Costs of Doing It Wrong49:51 – Final Advice, Celia’s Contact Info & Next StepsGuest Details:Celia ChurchTitle: Founder & Lead Consultant, Smart Service SolutionsBackground: Celia Church is a respected CRM and field service software expert specializing in Service Titan and home services technologies. With a career spanning dispatch, call center management, and tech consulting, Celia’s consultative approach has helped hundreds of service businesses optimize their process, gain control of their data, and achieve scalable growth. She is renowned for her hands-on strategies in data integrity, staff training, and business process mapping—helping companies unlock the full value of expensive software investments.Relevant Links:Smart Service SolutionsCatalyst for the Trades PodcastCI Web GroupThe Opus & Golds GroupEnjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

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