Practical guides for growing businesses
Actionable, zero-gloss writing on customer tracking, sales discipline and small business digitalization.
Incident timeline
How to set up two-factor authentication in a CRM: thirty-nine minutes of a leaked password
A sales rep at a home textile wholesaler in Bursa typed his password into a fake courier email on a Monday morning. The password was right, yet no session opened. We traced those thirty-nine minutes, the moment two-factor authentication held, and every row it left in Login History.
Transcript
How to connect an AI assistant to your CRM: one Tuesday morning, five sentences, seven commands
A sales manager at a commercial kitchen equipment supplier in İzmir connected Claude to Ohana360 and typed five sentences one morning. We traced each sentence line by line: the MCP tool it called, the gate it passed, the commands it added to the counter and the trail it left on the record. Why the delete request was refused is in the transcript too.
Keystroke count
How to find records fast in a CRM: six paths to one customer, counted keystroke by keystroke
A sales rep at an office furniture supplier returns to the same customer again and again during the day. We counted six paths to the same account record in clicks and key presses: list view, global search, Cmd+K, Recent Records, Favorites and a console tab. Then we wrote down which fields search looks at and what it does not find.
Three seats
How to build a screen flow in a CRM: the three seats at a trade show booth
A heat pump dealer takes a booth at a three-day trade show. Nobody at the booth fills in the six-field lead form: the admin builds a two-screen flow, the rep starts it from the + menu and fills five fields, and after the show the sales manager finds a call task already open in his own task list for every visitor. We look at the same flow from three seats, then write down what it does not do.
One deal, worked out
How to set up products and a price list in a CRM: one deal worked out, from catalog to order
A coffee equipment supplier opens a four-line deal for a café chain with three branches. Nobody types the amount: products picked from the catalog, one discounted unit price, a total that calculates itself, a quote with VAT and, once the deal is won, an order in one click. We follow the math line by line, then write down where the line does not flow.
Anatomy of a packet
How to set up webhooks in a CRM: the anatomy of one packet, from signature to delivery log
A furniture workshop moves an opportunity to Closed Won and within five seconds a signed JSON packet reaches the accounting address. We open that one packet header by header and field by field: where a webhook is set up, what is inside, how the signature is verified, which saves produce a packet, how a condition is added and what a red row in the delivery log means.
One month's log
Employee expense tracking: one team's month, from entry to report
Fuel, a lunch, a hotel, toner, a certificate and a customer gift: we walk a three-person team's six October expenses through entry, approval and reporting one by one. Where an expense is entered, who approves it, where the receipt goes, which report comes out and what the expense module does not do.
A dry run
Assignment rules in a CRM: five leads, four rules, who gets which lead?
Who gets the lead from the web form, the referral, the phone call? We test one sales team's four rules against five realistic leads: rule order, queues, the record that ends up with no owner, and the paths where an assignment rule never runs.
A case review
How to track record change history in a CRM: why did a 480,000 deal show 48,000?
In the Monday forecast a 480,000 deal shows 48,000 and a contact record has disappeared. We follow a sales manager's forty-minute review step by step: which question Last Modified By, Field History, the Recycle Bin and the Audit Trail each answer, and where they fall short.