Akin to your child's graduation or wedding, when your small business innovates and improves their business by migrating to a better CRM, it is a momentous occasion. The possibilities enabled by the new system are mouth watering and exciting.

However, in all the excitement to get moved over, there are some simple things that can get overlooked. These things can cause great problems down the road and cause you to doubt your choice, or worse, give up and stay with your old system (which you KNOW doesn't work for you anymore).

When I started at Keap back in 2011, I helped over 200 new customers get started on their new CRM. Through working with all those different businesses, I found some common missteps that are easy to proactively avoid.

If you are considering moving to new CRM for your small business, here are five things you really need to be aware of before you pull the trigger and start migrating.
1. Underestimating the work involved
2. Implementing before defining
3. Hammering nails with a screwdriver
4. Not maximizing lead/customer segmentation
5. Dipping one toe in the water