Are you considering transitioning to HighLevel (also known as GoHighLevel) from Salesforce for your CRM and marketing automation? In this Salesforce migration guide we’ll take you through the process of seamlessly moving to GoHighLevel from Salesforce.
First and foremost, why the switch? Salesforce offers a $25 per user starter level which is appealing to small businesses just starting out. But soon as you want to add more functionality and contacts and you will see the monthly costs rise to in excess of £1000+ per month. Salesforce is an excellent tool for constructing online sales funnels and processing ecommerce orders for enterprise-level clients. However, GoHighLevel is geared towards small business clients and offers much more, especially in the offline realm. With GoHighLevel, you can manage offline sales pipelines and opportunities, making it particularly well-suited for B2B operations rather than B2C.
Here are the steps to smoothly transition to HighLevel from Salesforce.
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Step 1: Acquaint Yourself with HighLevel. Take the time to familiarise yourself with the HighLevel platform. Explore its features, grasp its terminology, and identify essential functionalities for your business. Recognising the pros and cons of each software is crucial before switching to HighLevel from Salesforce.
Step 2: Identify Your HighLevel Champion. It’s advisable to assign someone in your business as the “HighLevel Champion” even if you plan to outsource implementation. This ensures that your CRM/Marketing Automation system doesn’t become a mysterious black box. The lack of a champion can result in a chaotic system that no one fully understands.
Step 3: Evaluate Your Current Configuration. Before diving into the transition, assess your existing Salesforce setup. Identify critical funnels, automations, follow-up campaigns, and integrations. This evaluation helps prioritise elements that need rebuilding in HighLevel.
Step 4: Outline Your Customer Journeys. Using insights from the Salesforce evaluation, map out your customer journeys. Create a Marketing Automation Plan that serves as an “architect’s blueprint” guiding the implementation of HighLevel. This live document grows with your business. Learn here how I create Marketing Automation Plans for my clients.
Step 5: Implementation in HighLevel. With knowledge of GoHighLevel and your Marketing Automation Plan, begin constructing your new funnels and automated processes. Numerous resources on YouTube and HighLevel support are available for assistance.
Step 6: Export Your Contacts from Salesfoce. When ready, export your data from Salesforce. Take this chance to remove outdated information and start the new system with a fresh updated dataset.
Step 7: Import Your Data to HighLevel. After mapping customer journeys, import your data into HighLevel. Pay attention to data mapping for accurate field alignment.
Step 8: Test and Iterate. Before committing, conduct thorough testing. Run test campaigns, check automations, and verify data accuracy. Refine until confident that everything works seamlessly.
Step 9: Train Your Team. Provide comprehensive training on HighLevel, especially for sales teams. Roll out training in stages, starting with those most tech-savvy. Hire new staff that show a willingness to work with technology.
Step 10: Monitor and Optimize. Post-transition, closely monitor campaigns and customer interactions. Identify areas for optimization and leverage advanced features for enhanced marketing and sales processes.
Conclusion: Switching to HighLevel from Salesfoce may seem daunting, but with careful planning, for the smaller business it can lead to a more cost effective and advanced marketing automation system. Follow these steps to maximise the potential of HighLevel for your business.
If you would like to discuss your specific requirements, then feel free to schedule a Discovery Call.
