Short reads from the engagements we run - what we got right, what we got wrong, and the patterns we keep seeing in real CRM, marketing automation and data work. No top-of-funnel theatre.
After fifteen years, we can tell within an hour whether a Salesforce org is being used or being preserved. The difference isn't tooling, vendor or money - it's something else. A field guide.
Read the articleThe week-by-week we use when the timeline is short and the system is full of inherited spaghetti.
The five questions we ask before we recommend a platform. No vendor bias, no scoring matrix.
The agent works in a demo. What does it take to keep it working on a Friday afternoon at 5pm?
You don't need to rip out SAP, Priority or NetSuite to make Salesforce useful. Here's the seam.
We were two months into a Breeze rollout when we realised we'd been building the wrong agent. Lessons.
What an actual RevOps function looks like when the org is past €20M ARR - and how to staff it.
One post per fortnight. No "trends in CRM" listicles, no AI think pieces. Just what we learned in the last engagement.