Salesforce Dynamic Forms: Simplification or Complication?
Salesforce Dynamic Forms can simplify the user experience—or create a maze of visibility rules. Start by simplifying page architecture before adding more filters.
Simplify Your CRM Before You Connect It to AI
Before connecting AI to Salesforce or HubSpot, simplify your CRM fields, agree on definitions, and validate the reports people rely on.
You Know Your Target Market. Does Your CRM Show How You’re Reaching It?
We regularly talk with companies about a similar set of questions: What is your target market? How much of it are you reaching? What is your sales cycle? When do you create an opportunity, and what are your conversion rates before and after that point? These questions are closely connected, but getting a clear picture […]
The Most Valuable AI Tool in RevOps Might Be a Call Recorder
One of the themes that emerged repeatedly during RevOps AF Europe 2026 was the challenge of turning AI from an interesting technology into something that creates measurable business value. While many sessions focused on AI strategy, governance, and experimentation, I found myself coming back to a much simpler conclusion: the most valuable AI use cases […]
AI Isn’t Replacing Process Discipline – It’s Making It More Important
I recently attended RevOps AF Europe 2026. As expected, AI was a topic in nearly every session. Speakers covered everything from AI governance and pricing models to implementation strategies and use cases. What surprised me, however, was not the amount of discussion around AI, but the lack of truly compelling real-world examples. The overall impression […]
Setting up Phishing Resistant MFA in Salesforce
Salesforce has two key security changes coming in July, 2026: all users will be required to use MFA and System Admin users will be required to register a passkey for privileged access. Non-Admin users will be forced to use MFA – so if your users aren’t all using MFA now is the time to start […]
What’s Actually Working with AI in RevOps Right Now
There’s no shortage of AI hype in the RevOps and CRM world right now. Every platform claims AI will: transform pipeline management automate sales improve forecasting replace manual work generate better leads Some of that will eventually become true. But most RevOps teams are still trying to answer a much simpler question: What is actually […]
AI-Powered Conference Outreach Starts with Clean CRM Data
A client recently approached us with a familiar challenge. They run a large conference and had early registration pricing ending at the end of May. They wanted to increase registrations while making outreach feel more personal and relevant to past attendees. The problem: traditional email blasts weren’t enough anymore. They had years of attendee history […]
Connect Claude to Salesforce in 4 Easy Steps
I spent an inordinate amount of time working through Claude/Salesforce documentation to get my Claude connected to Salesforce. So, I wanted to put together this guide to cover the basic steps to get Claude connected to Salesforce. Once connected, there’s lots of options for interacting with your Salesforce via Claude: How to connect Claude to […]
How We Reduced Weekly Board Reporting to a Single Claude Prompt
A CRO we work with has a recurring challenge many executive teams face. Every month, he reports to the board on sales and pipeline performance. That meant assembling data across multiple HubSpot reports to answer questions like: What changed in pipeline month-over-month? Which segments are converting best? What is close rate trending toward? How does […]
