strategy
Strategic thinking on revenue operations, data architecture, and building unified systems that scale.
Picking Your Post-CPQ Path for Mid-Market RevOps: Revenue Cloud, Composable, or Wrap-with-Agents
Salesforce CPQ went end-of-sale. Choose between Revenue Cloud, composable, and wrap-with-Agents using a four-axis framework built for mid-market RevOps.
Read Article →
Lightning Sync to Einstein Activity Capture: a 4-sprint migration playbook for mid-market RevOps
Salesforce retires Lightning Sync in August 2026. Migrate to Einstein Activity Capture without breaking dashboards: a 4-sprint playbook for mid-market RevOps.
Read Article →
Who Has Access to Your AI Agent? A Governance Framework for Agentforce in Production
A six-layer governance framework for Agentforce in production: who runs the agent, what it can touch, and why permission set hygiene comes first.
Read Article →
Salesforce CPQ Is End-of-Sale: A Migration Checklist for Mid-Market RevOps Teams
Salesforce CPQ went End of Sale on March 27, 2025. A 2026 migration checklist for mid-market RevOps teams: catalog hygiene to cohort cutover planning.
Read Article →
The Integration Trap: When Connecting Tools Creates More Problems Than It Solves
Point-to-point integrations create data drift, sync conflicts, and hidden costs. Learn the architecture-first approach to connecting your revenue tools.
Read Article →
How to Migrate CRM Data Without Losing Your Mind (or Your Records)
CRM data migrations don't have to be chaotic weekend events. A phased, methodical approach eliminates the risks that give migrations their bad reputation.
Read Article →
Integrations vs. Unification: Why Connected Tools Still Break Your Revenue Process
Why connecting your tools isn't enough. You need to unify your data strategy.
Read Article →