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Insights

Practical perspectives on Salesforce, revenue operations, and scaling business systems—from someone who's been in the trenches with growth-stage startups.

Article

Salesforce CPQ Is Dead—Now What?

Salesforce is sunsetting CPQ for Revenue Cloud. Here's what that means for growth-stage companies—and why the enterprise solution isn't your only option.

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Article

7 Signs Your Startup Has Outgrown Its Salesforce Setup

The Salesforce setup that worked at $2M becomes a liability at $10M. Here are the warning signs—and what to do before your systems become a growth bottleneck.

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Article

The Right Side of the Bowtie: Why Most Salesforce Consultants Ignore Renewals

Everyone optimizes the sales funnel. Almost nobody optimizes what happens after the sale. Here's why post-sale operations deserve more attention.

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Case Study

From Quarterly Scrambles to Real-Time Revenue Visibility

How a telecom reseller transformed scattered subscription data into real-time recurring revenue visibility in Salesforce.

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Case Study

Unifying Order Flow Across Multiple Sales Channels

When you can't reconcile orders across channels, your teams do the translation manually. How we unified data flow for a multi-channel B2B company.

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Case Study

Two People, Two Weeks: Replacing an Enterprise Tool with AI-Assisted Development

Two people, two weeks - how we replaced an enterprise tool with custom Salesforce functionality using AI-assisted development. Real results, real timeline.

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Case Study

CRM Data Quality That Closes Your Exit

Every shortcut in your CRM becomes a liability during due diligence. What M&A-ready revenue operations looks like—and how to get there before you need it.

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