CRM AutomationDavid Goncalves
What Is CRM Automation?
Limit CRM automation to assignment, follow-up tasks, and fields reps should not have to type. The service page is the conversation after that.
Blog
Page 32 of notes on software, automation, integrations and online presence.
CRM Automation
SaaS DevelopmentDavid Goncalves
What Is SaaS Development?
Treat SaaS development as the work of keeping each customer's records apart, then letting them in and billing them. The service page is the conversation after that.
Internal Business ToolsDavid Goncalves
When Should You Hire Someone to Replace a Spreadsheet?
Hire when the fear-of-breakage test is true, and bring the task rather than every column. The service page is the conversation after that.
Conversion TrackingDavid Goncalves
When Should You Hire Someone to Fix Conversion Tracking?
Hire when the recorded event is not the result you named, or when you cannot tell what the tag records. The service page is the conversation after that.
Dashboard DevelopmentDavid Goncalves
Do You Need a Dashboard or More Reports?
Add a report when a person still needs the detail, and a dashboard when the same decision is made on a schedule from numbers that already exist. The service page is the conversation after that.
Custom SoftwareDavid Goncalves
Should You Choose Custom Software or Off-the-Shelf Software?
Stay off the shelf when the step fits, and go custom when the step still needs a side sheet. The service page is the conversation after that.
CRM AutomationDavid Goncalves
Should You Use CRM Automation or Manual Follow-Up?
Keep manual follow-up when the next step changes with the conversation, and automate when the next step is the same every time a record arrives. The service page is the conversation after that.
System IntegrationsDavid Goncalves
When Should You Hire Someone to Connect Your Systems?
Hire when the record, the two systems, and the moment are already named, and the remaining work is making the move reliable. The service page is the conversation after that.
Ecommerce IntegrationsDavid Goncalves
When Should You Hire for an Ecommerce Integration?
Hire when you can point at the retyped order and the apps have not stopped the retyping. The service page is the conversation after that.
Conversion TrackingDavid Goncalves
Should You Watch Conversion Tracking or Traffic Numbers?
Watch traffic when you only need to know the site was busy, and conversion tracking when you need the form, the call, or the booking. The service page is the conversation after that.