1. Understand the Core Features Familiarize with the Dashboard When I first dove into Go High Level, the dashboard was a bit overwhelming. But here’s the thing: it’s your command center! Spending time on it early on helped me navigate seamlessly later. You’ll find everything from contacts to workflows here. I suggest trying to click […]
Understanding the SaaS Landscape What is SaaS? Okay, so let’s kick things off by understanding what Software as a Service is all about. SaaS, in simple terms, is a model where software applications are hosted in the cloud and made available to users via the internet. Forget those complicated installations and updates on your devices.
Understand Your Business Needs Identify Key Areas for Improvement When I first started looking into CRM systems, I felt overwhelmed. But the first step was understanding my business needs. I took a good look at where we were struggling—customer follow-ups were falling through the cracks, and communication across teams was often murky. By pinpointing those
Identify Your Needs and Goals What Are Your Core Requirements? So, first things first, grab a pen and paper—or your favorite note-taking app—and jot down what you actually need from a CRM. Is it just basic contact management, or do you need more? Think about how you interact with customers and what specific features can