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CRM
Custom CRM Outsourcing: How to Choose a Partner
Outsourcing a custom CRM build is not like outsourcing a website or a marketing app. A CRM is the system that manages your customer relationships, your pipel...
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CRM
Custom CRM Training That Produces Lasting Adoption
Most CRM training is a feature tour. An admin or a vendor spends two hours walking the team through every screen, every menu, every field. The team nods alon...
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CRM
Custom CRM Data Modeling: Get the Architecture Right
Every CRM reporting failure, every workflow firing on wrong records, and every integration producing duplicate data traces back to the same root cause: the d...
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CRM
Custom CRM Modernisation: Rebuild vs Refactor
A CRM built in 2012 was designed for the team, the integrations, and the sales process of 2012. It does not have an AI layer. Its API is a custom XML endpoin...
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CRM
Leaving Salesforce for a Custom CRM: How to Exit Clean
Salesforce is the most powerful CRM on the market and one of the most aggressively lock-in-maximising software products in the enterprise space. The average...
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CRM
Migrating from HubSpot to a Custom CRM: Full Guide
HubSpot's pricing scales steeply as teams grow. Operations Hub, Sales Hub Professional, and Marketing Hub Pro together can exceed $4,000 per month for a mid-...
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CRM
Custom CRM with Marketing Automation
Most B2B companies run marketing and sales in two separate systems that share a CSV export once a week. Sales calls leads who just received three marketing e...
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CRM
Custom CRM Integration with Existing Systems
A custom CRM integration with existing systems that is incomplete is a database with a pipeline view. The value of a CRM scales with the number of systems it...
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CRM
Custom CRM Infrastructure: Private Cloud and CI/CD
Most custom CRM infrastructure decisions are made by default. The team deploys to AWS because that is what they know, sets up a GitHub Actions pipeline becau...
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CRM
Custom CRM for Healthcare: What to Build
Healthcare organisations lose an estimated 40 to 70 percent of new patient leads due to delayed or inconsistent outreach. A primary care clinic, a specialist...
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