The shortlists say what to pick. These posts cover the rest: how to tell you have outgrown what you use now, and how to move without losing anything on the way.
Switching email marketing tools is mostly a checklist problem. Here is what carries across, what quietly doesn't, and the order to do it in so no subscriber gets lost or emailed twice.
By OSI Affiliate, 3 minute read
Email, sticky notes and a good memory will run a surprising amount of work. Here is how to tell when they have stopped, and how to pick a project tool you will actually keep using.
Most small businesses run their first year of sales from a spreadsheet or an address book, and that is fine. Here are the signs it has stopped being fine, and what a CRM actually fixes.
