When Salesforce Flow Hits Its Limits: Moving Large Record Updates to Batch Apex
Salesforce Flow has become an incredibly powerful tool for automating business processes. Many things that previously required custom Apex code can now be handled with Flow, which makes it easier to build and maintain automation. But there are situations where Flow isn’t the right tool for the entire job. We’ve been working through one of […]
Your Salesforce Approval Process Isn’t Finished Until the Notifications Work
We recently had a Salesforce task that seemed pretty straightforward. The client had an approval process that had been configured and tested in Sandbox, and we needed to confirm that the approval and rejection notifications were working in Production. It sounds like a small detail, but it’s actually an important part of making sure an […]
Connecting Survey Responses to Company Records in HubSpot
Getting survey responses into HubSpot is easy compared with matching the right Company, mapping fields correctly, and keeping the data useful.
Automating the Handoff from Sales to Project Delivery
Connecting Salesforce to project management tools can eliminate manual handoffs—but only after you define which deals qualify, what information delivery needs, and how to prevent duplicates.
Your Sales Reps Are Having Great Conversations. Is Any of That Information Making It Into Salesforce?
Sales reps have valuable customer conversations every day, but much of that information never reaches Salesforce. Here’s how Granola, Make.com, and AI can help close the gap.
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 […]
