CRM and business systems
Every article in CRM and business systems, newest first.
How to Handle Data Migration to a New System Without Chaos
A practical company procedure for defining the scope of a migration, cleaning the data, testing the processes and launching a new system without needless downtime.
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What Is an Opportunity Register and When Is a Spreadsheet No Longer Enough
An opportunity register shows the state of the pipeline, the person responsible and the next step for every deal in progress.
How to Remove Duplicates from Customer Data Without Losing History
A practical procedure for companies: find the source of the duplicates, merge contacts safely and set rules so the problem does not come back.
What Is a Business Data Dashboard and When Does a Company Need One?
A business data dashboard turns scattered numbers into a management overview. Find out how it works, what types exist and when a custom solution makes sense.
What Is the Best Management Reporting for a Company? A Comparison of 5 Options
We compare 5 approaches to management reporting by automation, company growth, data sources and speed of deployment.
How to Track Sales Performance in a CRM Without Distorted Data
A practical framework for KPIs, pipeline, dashboards and evaluating salespeople in a CRM, so the numbers support decisions.
How to Set Up Job Management in a CRM, from Enquiry to Invoice
A practical procedure for setting up CRM workflow, data, automations and KPIs so a company runs its jobs clearly, measurably and without needless manual steps.
What Is Centralising Company Data and When Does a Company Need It?
A practical explanation of centralising company data, its types, how it works in practice, and the signals telling you your company needs it.
How to Connect a CRM and an Accounting System Without Data Chaos
A practical procedure for which data to synchronise, where to assign ownership of each area, and when to choose an import, a connector or a custom integration.