Blog
Notes from real Salesforce and HubSpot programmes
No platform cheerleading. Just what we have learned delivering CRM implementations, integrations and custom builds for teams who have to live with the result.
The Salesforce implementation checklist we run before writing a single flow
Most Salesforce programmes go wrong before configuration starts. Here is the pre-build checklist we use to remove scope ambiguity early.
Read the articleSalesforce or HubSpot: how to choose without regretting it in two years
Both platforms can run your revenue process. The right answer depends on your team's operating model, not on a feature comparison table.
Read moreFive mistakes that break a HubSpot–Salesforce sync
The connector is easy to switch on and easy to regret. These are the failure patterns we are called in to unpick most often.
Read moreWhy CRM adoption stalls at week three: and how to fix it
Adoption is not a training problem. It is a design problem that shows up three weeks after go-live, once the novelty wears off.
Read moreBuild or configure? When a custom system beats another CRM add-on
Sometimes the honest answer is that your process does not belong in a CRM at all. Here is how we decide.
Read moreWorking through one of these problems right now?
Tell us where things stand today and we will map out a realistic path forward.