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TL;DR Too many workflows create noise, not progress Every automation should have a purpose, an owner, and an expiry date Cloned or forgotten workflows cause more damage than manual work ever did Healthy automation is lean, traceable, and reviewed often Introduction Most CRM and marketing automation systems don’t fail because of bad ideas - they fail from accumulation. Every quarter, someone adds “just one more workflow.” A re-engagement trigger here, a client-alert there, a l

TL;DR Creating new fields is not a problem; it is progress Rapid field creation keeps CRM aligned with the business Responsiveness beats rigidity, provided there is light governance Healthy CRMs evolve, unhealthy ones resist change Introduction Too many CRM clean-up projects start with a negative view of fields. Fields are treated as clutter, as if the best system is one with as few fields as possible. In reality, creating fields is healthy. It is how your CRM keeps pace with

TL;DR More fields are not automatically a problem; unmanaged fields are Streamlining for the sake of tidiness often removes useful context The real risk is fields without ownership, purpose, or logic Build clarity and governance, not just minimalism Introduction Many CRM clean-up projects begin with a single goal: reduce the number of fields. Fewer fields means less complexity, right? Not always. In practice, a streamlined CRM can be just as messy and misleading as a bloated

TL;DR Automating everything is not always worth it Manual steps can add judgment, nuance, and safety Automation has a maintenance cost that is often underestimated The best approach is hybrid: automate where it helps, stay manual where it matters Introduction Automation has become the default answer in CRM and marketing operations. If something can be automated, it often is. The assumption is that automation equals efficiency, consistency, and scale. But not every workflow be

Getting your team to stop bypassing the system and start using it properly Everyone wants better CRM usage. Fewer blanks in key fields....

TL;DR Delete any list or segment if you cannot explain what it is for Archive tags and audiences that are more than six months old and...

In today’s fast-paced business world, the challenge isn’t accessing data - it’s trusting it. From marketing reports to financial...

How a hidden problem could be quietly sabotaging your revenue goals You’ve got a talented sales team. A strong product or service....

Sales and marketing teams generate huge amounts of data—customer behaviours, lead engagement, sales conversions, campaign performance....

If you’ve ever tried building reports in Salesforce beyond basic pipelines or summaries, you know it can be… frustrating. Salesforce is...

Most sales and marketing teams aren’t using their CRM to its full potential. Maybe you’re tracking the basics: accounts, contacts, and...

As the year winds down, many sales and marketing teams face a common challenge: their CRM, meant to simplify work, has become a source of...