Join us for an enlightening conversation as we dive deep into Kim's incredible journey with migration and CRM systems at Central Oregon Garage Door. In this episode, we uncover the challenges they faced with their previous CRM system and how they transformed their sales process using Salesforce. Discover the key insights that led them to make this pivotal decision, including the importance of automation, customization, and integration with other systems.
We explore how Salesforce empowered their team to efficiently track labor on the job site, revolutionizing job costing. Kim shares valuable lessons on setting up and customizing Salesforce, emphasizing the need for clear communication during the process.
Additionally, we discuss the critical "soup to nuts" process that helped Central Oregon Garage Door review and optimize their workflow. Kim provides essential insights on the migration process, from data cleaning and organization to addressing issues and ensuring a successful implementation.
Towards the end, we get some fantastic book recommendations and a quick dive into movie preferences. And if you're looking to get in touch with Kim, she prefers email at [email protected].
Don't miss this episode filled with wisdom and practical advice for anyone looking to enhance their CRM system and sales processes. Tune in now and get ready for a transformation in your business operations.

Book Recommendations:

Love and Work by Marcus Buckingham
The Goal by Eliyahu M. Goldratt
Profit First by Mike Michalowicz

Movie Recommendation:

Top Gun

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