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Winter '27 Is Here: 5 Little Salesforce Upgrades You'll Actually Notice

09.10.26 12:45 AM - By marie - Comment(s)
Winter '27 Is Here: 5 Little Salesforce Upgrades You'll Actually Notice
Winter '27 is landing in Salesforce orgs now, and it brings five small upgrades you'll actually notice. You can preview records without leaving your reports, get attachments right on the case, and more. Here's what's new and who needs to flip the switch.

What a CRM Administrator Is Responsible For - and What They Are Not

09.10.26 12:27 AM - By marie - Comment(s)

The CRM touches nearly every part of the business. That does not mean the CRM administrator owns every decision that touches the CRM.

CRM administrators are often expected to be part system expert, part analyst, part trainer, part troubleshooter, and part translator between teams. That breadth is rea...

AI App Builders Are Changing the Salesforce Consulting Industry. I Tested the Shift Myself

24.09.26 03:11 PM - By marie - Comment(s)

Hercules, Lovable, and Salesforce's own AI builders are making software construction easier. The bigger change is what clients may need experts to do next.

The question that stopped me:

If a 12-person sales team can describe the CRM it wants in plain English and have an AI builder generate the interfa...

When Everyone Owns the CRM, No One Does

16.09.26 09:55 PM - By marie - Comment(s)
A CRM rarely breaks from one bad decision — it breaks one reasonable request at a time. This is a practical reference for the path a change should travel before it’s allowed into production: Request → Triage → Decision → Build → Test → Approve → Release → Document.
  1. $100–300
    1. ServiceNow cost per user, p...

Book Like a Baddy in Zoho Bookings,  Getting Your Calendar Client Ready ?

08.09.26 12:44 AM - By marie - Comment(s)

Setting up a booking page is supposed to be the easy part. Pick your hours, connect your calendar, share the link, done. That is the pitch anyway. Here is what actually happened when I set up Zoho Bookings for Aloha CRM Consulting, and how I fixed it so you do not have to lose an evening to the same...