BlogArticles: 195
Our latest articles on business systems, automation and implementation.
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Changing a CRM means moving years of customer relationships, thousands of meeting notes and full order histories. Gartner reports that 83% of data migration projects overrun their budget or schedule, and one in three loses critical information. This article covers the most common mistakes, how to prepare the data and why field mapping decides how the project ends.
A new CRM goes live on Monday. By noon, sales reps can't save meeting notes, the contact form drops data now and then, and the pipeline report disagrees with the spreadsheet. Industry estimates put the yearly cost of poor software quality at over $3 trillion worldwide, and most of these failures can be prevented with testing. Here is how we do it for CRMs, ERP systems and process automation.
Excel serves many growing companies well, until the business gets more complex than the spreadsheet. Here are seven signs you have outgrown it and what a move to a CRM brings.
The new CRM is live, yet sales still track leads in Excel. This article covers why users resist new systems and how to design, introduce and measure a system so that people actually use it.
Three years after launch, a CRM that once worked well makes every small change take weeks. This is what technical debt looks like, and clean code is how you avoid it.
An API lets your systems exchange data on their own, so nobody copies a form into the CRM and then into the invoicing tool. Here is what an API is, where it pays off, and how to start in a company with several systems.
Monday morning, a server is down and the sales team has lost the customer database. Most data loss comes from failed hardware and human error, not from hackers. This article covers the 3-2-1 rule, recovery tests, a business continuity plan and the automation that takes the human factor out of backups.
Stop copying customer data by hand between your website, CRM and invoicing system. We explain in plain terms what an API is, which business scenarios it automates, and how to start an integration project without creating a mess.
Gartner expects the global CRM market to pass $80 billion in 2026, with AI becoming standard. We look at seven trends worth planning for, from AI and personalisation to privacy, and when a custom system pays off.
A system that worked a year ago starts to creak under new customers, processes and integrations. We explain the principles, steps and technology choices we use to design CRM, ERP and automation systems that can grow without a rewrite.
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