Newsletters
July 2026
CRM shouldn’t feel like a second job
If using your CRM feels like admin, your team routes around it. Strip out one layer of manual entry and replace it with automation or a smarter form.
Read this issue → June 2026Which deals in your pipeline are real?
Deals that sit in “nearly there” for months steal time from the ones you could win. Clear the ghost deals so your forecast matches reality.
Read this issue → May 2026New hires learn CRM from whoever sits next to them
Anyone who opens CRM without a playbook learns from the person beside them. Give every new user a proper start so your data model doesn’t erode one shortcut at a time.
Read this issue → April 2026Same customer, three different numbers?
When sales, finance and ops each see a different version of the same customer, meetings turn into spreadsheet debates. Pick one place the data disagrees and fix how it flows.
Read this issue →