The blog
Plain-English writing on Salesforce that actually works.
Adoption, data discipline and drift: the three subjects behind almost every struggling CRM, written by the consultant who fixes them. No trends round-ups, no filler.
Leadership
The problem with sales enablement is how you hired for it
Over the last couple of years I've watched a lot of good sales enablement people get caught up in reductions in force. Not because they were bad at their jobs. In several cases they were clearly excellent at them. That's worth sitting with, because it doesn't match what the market says.
Read the post →Automation
Why the hardest part of Agentforce is the agent
Three AI builds on Salesforce, three different answers about whether an agent was needed at all. The pattern underneath them is worth understanding before you commission anything.
Read the post →Adoption
The Future of CRM Adoption: Guidance Inside the Workflow
Traditional CRM training is often ineffective because it happens outside the system. The future of CRM adoption lies in embedding guidance directly within the workflow, allowing users to access help and process guidance exactly when they need it.
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Why Many CRM Page Layouts Are Designed for Admins, Not Salespeople
Improve CRM adoption by focusing on user-friendly design. Small layout changes can enhance sales team efficiency and reduce friction in daily tasks.
Read the post →Adoption
The Smallest Salesforce Change That Transformed Adoption
Discover how a simple Outlook integration transformed Salesforce adoption for a sales team, making CRM a seamless part of their daily workflow.
Read the post →Adoption
Salespeople Don’t Hate Salesforce - They Hate Friction
Salespeople don’t hate CRM systems; they hate friction. Understand the small workflow issues that hinder CRM adoption and learn how to improve it without major overhauls.
Read the post →Adoption
The Salesforce Adoption Myth: Why CRM Problems Rarely Require a Full Overhaul
CRM issues often stem from misalignment rather than technology flaws. Small changes can significantly boost Salesforce adoption without a full overhaul.
Read the post →Drift
The CRM Overhaul Myth: Why Your Biggest Wins are Hidden in Small Tweaks
Unlock CRM potential with simple tweaks, not costly overhauls. Discover how minor adjustments can yield significant ROI and align CRM with real-world processes.
Read the post →Automation
The Calculator Principle: How to Actually Use Vibe Coding
Learn how to leverage AI effectively using the Calculator Principle: Enhance your expertise without compromising quality or accuracy. Discover the best practices for integrating AI tools in your business.
Read the post →Leadership
The Supply Chain Risk: The Commercial Death Sentence
Unvetted software can jeopardise your place in major supply chains and expose you to costly fines. Learn how to secure your commercial future with compliant CRM strategies.
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The £4,000 “Hidden” Price Tag: The Cost of Security
Security isn't just about the code; it's about the infrastructure and validation. This post exposes the massive costs of securing a custom app; from £4,000 penetration tests to the "admin burden" of role-based access.
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The Support Vacuum: The Danger of Building in a Black Box
Explore the risks of custom-coded applications and the lack of support compared to established platforms like Salesforce or HubSpot.
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The Right-Sized Trap: Why Your Vision is the Real Bottleneck
The promise of "right-sized" software built through vibe coding is seductive, but it often leads to a "Vision Gap." While you can build exactly what you conceive today, you sacrifice the future-proof innovation and architectural rigour that established platforms provide.
Read the post →Automation
The “Vibe Coding” Revolution. Innovation or Illusion?
"Vibe Coding" transformative or a risky illusion? Why it’s powerful yet potentially catastrophic when misused, especially in replacing established CRM platforms.
Read the post →Leadership
The Silent Killer of Salesforce Success: Why Your CRM is a Leadership Problem, Not a Technical One
Most CRM failures are misdiagnosed as "technical issues" or "poor user adoption." In reality, the silent killer is a lack of leadership engagement. When leaders view CRM as a budget line item rather than a coaching tool, sales teams treat it as an administrative burden.
Read the post →Automation
Best Practices and Pitfalls to Avoid in monday.com <> Salesforce Integrations
Integrating Monday.com with Salesforce can unlock major efficiencies across your business, but it’s not without its challenges. Like any system, the success of your integration depends on the foundation you lay and the discipline you maintain. Here’s how to get it right, and avoid the most common pitfalls.
Read the post →Automation
How to Design a Seamless Workflow Between monday.com and Salesforce
Once you recognise the value of integrating monday.com with Salesforce, the next step is building a workflow that aligns with your business processes. The goal isn’t to force-fit your team into new tools, but to design an automation that complements your existing workflow.
Read the post →Automation
Why Integrating Monday.com with Salesforce is a Game-Changer for Project Management
In today’s fast-paced, customer-centric business environment, seamless collaboration between sales and delivery teams is no longer optional. It’s essential.
Read the post →Adoption
Is Your Business Ready for a CRM? Here's How to Tell!
If you run a small business, you've likely heard about Customer Relationship Management (CRM) systems and wondered whether it's something your business really needs. Choosing to invest in a CRM can feel like a big step, but it might just be the one that propels your business forward.
Read the post →Client Results
How Active Mobility Saved 2 Days Per Month with a HubSpot-Xero Integration
Active Mobility's team was typing every confirmed HubSpot sale into Xero by hand. This is the Make.com build that stopped it, written up as we built it in early 2025.
Read the post →Leadership
When to Invest in a CRM: 4 Signs You're Ready
When is the Right Time to Invest in a CRM? As someone who spends a lot of time discussing CRM systems with businesses, I get asked a particular question regularly: “When is the right time to invest in a CRM?”.
Read the post →Drift
Why CRM Implementations Fail: 5 Causes and How to Fix Them
Discover why CRM implementations often fail and learn actionable solutions to address persistent challenges in user adoption, data quality, business alignment, communication, and leadership support.
Read the post →Leadership
Start with the Why
Learn why aligning CRM processes with clear objectives and user understanding is crucial for successful Salesforce implementation, as highlighted in Jennifer Cole's insightful podcast episode.
Read the post →Automation
To Automate or Not to Automate: That Is the Question
Automation in CRM systems, like Salesforce Flows, can be a game changer. When implemented effectively, automation has the power to enhance the user experience, save valuable time, and help users fall in love with the system. However, when done poorly, automation can create chaos, confusion, and even distrust.
Read the post →Leadership
Developing CRM Strategies for Business Success
A well-defined Customer Relationship Management (CRM) strategy can be the key to transforming your business and aligning customer interactions with long-term growth goals.
Read the post →Data
Streamline Your CRM: Why Less Data Means More Success for Your Business
In the competitive landscape of modern business, Customer Relationship Management (CRM) systems are essential tools for driving growth and enhancing customer relationships. However, there is a growing debate about how much data companies require their users to input into these systems.
Read the post →Data
Transitioning from Spreadsheets to CRM Applications: A Game-Changer for Growing Businesses
In today's fast-paced business environment, efficiency and customer relationship management are not just desirable. They're essential. For many small to medium-sized businesses, spreadsheets have been the go-to tool for managing customer data and sales processes.
Read the post →Adoption
Unlocking Business Success with CRM Solutions: A Guide by SaaS Success
Unlock business success with CRM solutions in this guide by SaaS Success, providing valuable insights to enhance your customer relationship management.
Read the post →Adoption
Supercharge Your CRM: Practical Steps and Tips for Improved Usage, Adoption, and ROI
Follow this series of blogs to transform your CRM system and boost your business efficiency with these expert tips and practical steps for enhanced usage, adoption, and ROI.
Read the post →Data
Enhancing Efficiency: Replacing Spreadsheets with CRM
Discover how professional services in the training and development industry can enhance operational efficiency by replacing spreadsheets with CRM systems like Salesforce.
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