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Practical writing on Salesforce, CRM operations, revenue management, nonprofit technology, and implementation choices.
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Over the past year, Salesforce has made one thing abundantly clear: artificial intelligence is no longer an add on. It is becoming the centrepiece of the platform. From sales and service to marketing and revenue...
For many organisations, Salesforce CPQ has been a reliable engine for quoting. It has helped sales teams configure complex products, apply pricing rules, and generate accurate quotes at speed. But while CPQ continues to...
Most construction companies are sitting on years of client, project, and scope data, yet still make growth decisions based on instinct. Leadership teams debate where to invest, which services to expand, and which...
Grant management in many non-profits still runs on spreadsheets, shared drives, and long email threads. The visible pain is administrative. The real cost is strategic: lower win rates and weaker renewals.
Spreadsheets are the comfort food of estimating: familiar, fast, and quietly expensive. Over time “good enough” becomes margin erosion you can’t pinpoint and proposals you can’t defend once a project is underway.
Most non-profits talk about retention as if it’s a messaging issue. Better thank-you emails help, but they are not the main driver. Retention rises when stewardship becomes a repeatable operating discipline.
Reflecting on another amazing Dreamforce conference and I thought I would share some of my key takeaways. It was full of big announcements, bold predictions, and more AI talk than ever. But underneath all the noise, a...
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