BLOG | Insights and Reflections
We’ve created this space to share our learnings, insights and tips from almost a decade of working in digital marketing automation and customer relationship management (CRM) tools. If you’re looking for deep dives on projects and launches that made an impact on us and the businesses we work with, you’re in the right place! This is a collection of some candid realizations and strategies we’ve developed from our journey as an Ontraport-specialized team. If any of these resonate with you, we’d love to hear from you!
Unlocking Success: Why Sticking with Your Old CRM is Costing You and How to Minimize the Stress of Migration to an All-in-One Platform
Feeling cautious in investing in a new platform to boost your business? Don’t let horror stories from past mistakes stop you from taking the next steps, we got some tips you can apply to make your CRM migration as pleasant as possible…
From Conversations to Inspired Action: How Going in the Ground Ignited the Creation of an Ontraport Portal
In this post, we trace back on the conception of a fun project we undertook for one of our long-term clients. We share how the CEO we partnered with discovered another clever way to leverage Ontraport CRM to improve tracking, experience and sales using feedback from their users.
Re-Humanizing a Scaling Business – Lessons from an 8-figure Business Coach on Collecting Default Payments using Ontraport
In a growing business, we can’t avoid customers falling off their commitment to pay the program. Ontraport is a powerful tool to follow up on these missed payments using automation. But how do you maintain that connection and purpose to serve with your customers in this situation? We highlight this coach we worked with…