Insights
Field notes.
What goes wrong in enterprise data projects, and what it takes to put it right. Written from delivery, not from a content calendar.
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Salesforce backup and restore options for midsize companies
Salesforce backup and restore options compared: what is included free, what paid tools add, and a restore test to run before you need one.
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Shared inbox vs ticketing system: when to make the switch
Shared inbox vs ticketing system: the real difference, signs you have outgrown the inbox, and a two week plan to move support to tickets.
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HubSpot Salesforce integration problems: causes and fixes
Why HubSpot Salesforce integration problems happen, who fixes each common sync error, and a field ownership sheet and weekly routine to keep them down.
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Salesforce renewal price increase in 2026: how to prepare
Why your Salesforce renewal price increased in 2026, how to negotiate a Salesforce renewal, and a four week prep plan for Midwest finance and ops leaders.
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Grower CRM: a guide for agriculture sales reps and managers
What a grower CRM should hold, how to structure grower, farm and field records, and how to test a CRM for agriculture sales reps before spring.
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Our Salesforce admin quit: what to do in the first 30 days
Your Salesforce admin quit. A 30 day plan to secure access, find what ran under their name, keep the team working and decide who looks after it next.
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Workflow Rules end of support: what happens now and what to do
Workflow Rules reached end of support on Dec 31, 2025. What happens now, what still runs, the real risk of waiting, and a plan to move to Flow.
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How to track sales leads for a small business: a Midwest guide
Track sales leads with one shared list, five stages and a weekly review. Plus when a CRM pays off, with real prices, for Midwest small businesses.
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Field service scheduling software for HVAC: how to choose
How to choose field service scheduling software for an HVAC company: what it must do, published prices, how to test with real jobs and when Salesforce fits.
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Why Salesforce dashboards are limited for analytics
Understand Salesforce dashboard limitations in formulas, complex calculations, colors and layout, and decide whether to fix the report or use another tool.
