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Guides for SaaS and CRM owners

Articles found: 19 Newest first
ArticleTopicsPublished

Integrating your product with a CRM: what to check first

Integrations rarely fail on the API call. Settle five things first: record ownership, downtime, retries, who sees a failure, which side wins.

7 min read

First Slice or Whole Product: What to Release First

The first release is not a smaller product. It is one workflow in production: real accounts, a way to accept the work and a release path you can repeat.

7 min read

Decisions to Make Before the First Line of Code

Ready-made or written, who owns the accounts, who decides for the product, what counts as accepted, where a request lands, and where you test.

7 min read

How to choose the stack for a new SaaS

You decided to build a SaaS. What to settle before the first line: the data model, the tenant boundary, the background work, and who maintains it.

7 min read

Rolling out AI in the SDLC: a pilot you can measure

A licence for every developer shows nothing. Pick one stage and one repository, write the rules, and compare a few numbers before and after the pilot.

6 min read

Promised callbacks with no CRM task: how to find them

A manager can promise Thursday on a call while the deal has no task. A short list of those mismatches shows which promises never became a CRM task.

6 min read

AI pull-request checks that fail open: how to fix them

A green AI comment on a pull request can mean the model never answered. Make the job required, and let it name a missing acceptance line or a skipped test.

6 min read

AI quality checks: make every flag point at a real miss

A check that flags almost every record becomes a second inbox. Cut vague criteria until each flag names a miss a person can verify in a minute.

5 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
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