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Guides for SaaS and CRM owners

Articles found: 33 Newest first
ArticleTopicsPublished

Queue backlog — check the states before adding workers

A growing ready count does not mean you need more workers. Split ready, delayed, reserved and failed, and check the consumers you already pay for.

7 min read

Thank you on the site, no ticket in CRM: trace one lead

A person sees thank you while the CRM list the team calls from stays empty. Name that list, then send one test submission, before a new form.

4 min read

Telephony to CRM: check the script and required fields

The card and the recording sit side by side and nobody compares them. Worth automating: the skipped script step, the empty field, the missing promise.

9 min read

Redis cache stampede: fix it before the bigger box

When a Redis key expires, many requests can rebuild it at once. Count those rebuilds before you buy more RAM or CPU for a bigger box.

9 min read

A filter for messy applications before they reach the CRM

Somebody opens every application by hand and the pile only grows. The first pass catches an empty required field, a contradiction, a duplicate.

9 min read

Redesign brief: one outcome, one boundary, one owner

You own the product and the date. A redesign bundles three purchases: new look, new copy, new behaviour. Name the one this release buys.

9 min read

Call quality check without listening to every recording

Your team cannot listen to every call, and the unchecked ones leak. Worth checking is narrow: the script step skipped, the promise that missed the card.

9 min read

Developer handover: what to collect before the build

A developer builds what you specify and fills the gaps you leave. Write down the result, the boundary and the acceptance checks before the work starts.

9 min read

Site technical audit: a short list with evidence

A technical audit is a short list with evidence: one request path, one timed operation, the release route, and where data can leak between accounts.

9 min read

Form to CRM without manual copy: what breaks first

The form already collects the name and phone, and someone still pastes them into the CRM. Name that copy step and you will see which field breaks first.

9 min read
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