Resources
Field notes from real migrations.
Write-ups of the problems that cost my clients the most time — published so you can avoid them whether or not you hire me.
MigrationJul 2026, 9 min read
The five fields that break every Salesforce → Zoho CRM move
Record types, formula fields and multi-select picklists don't have clean equivalents. Here's how I map each one without losing reporting.
FinanceJun 2026, 12 min read
Migrating open invoices without corrupting your aging report
Partial payments and credit memos are the usual culprits. A walkthrough of the reconciliation I run before every Books cutover.
AdoptionMay 2026, 6 min read
Why your team stopped using the CRM in week three
Almost always a field-count problem, not a training problem. What I cut from a typical layout, and what I measure afterward.
AutomationApr 2026, 8 min read
Deluge error handling for people who aren't developers
Silent failures are the most expensive kind. A pattern for logging, retries and alerts you can copy into any function.
ProcurementMar 2026, 7 min read
What a fair Zoho implementation quote actually looks like
How to read a proposal, which line items should be fixed price, and the three clauses worth pushing back on.
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