Practical guides for growing businesses
Actionable, zero-gloss writing on customer tracking, sales discipline and small business digitalization.
Guide
How to migrate to a new CRM: what to move, what to leave, and the order to do it in
The tool is chosen; the project starts now. The ten-step order of a migration, which records travel and which stay in the old system, duplicate cleanup, field mapping, format traps, the pilot team and a checklist for the first week after go-live.
Guide
User roles and permissions in a CRM: who should see what once the team grows
A role and a permission are not the same thing. The five-layer access model, least privilege in practice, separating sales from finance, limited access for contractors and interns, the four change trails, and what to do the day someone leaves.
Guide
How to set up an approval workflow: six questions to answer first, then the setup step by step
Six questions before you write an approval rule, the five things a rule does when a record is saved, how to make a discount approval measurable, when a record is and is not sent for approval, how it fits with flows, and HR360 leave and expense approvals.
Guide
Mobile CRM app: a field sales rep's day, and what the phone really has to do
Six moments from a field rep's day, five questions to ask any mobile CRM app, the screens the Ohana360 iOS and Android app actually has, how notifications are set up and what happens without a connection.
Guide
GDPR-compliant CRM: five common myths about customer data, and what is true
Buying a GDPR-compliant CRM does not make you compliant. Five common myths about consent, retention, data subject requests, anonymisation, access control and EU hosting, and what is true instead.
Guide
How to set up a customer portal: the six questions to answer before you open one
Six questions before you open a portal, the three tabs a portal user actually sees, how the data gets filtered, the five steps from invite to sign-in, who picks up a portal case and where access is switched off.
Guide
How to analyze website traffic in your CRM: five common beliefs and what the records actually say
Does more traffic mean more business, is it worth moving Google data into a CRM, whose job is search query data, can AI traffic be measured and what a connection actually changes. Five beliefs, five records.
Guide
How to segment customers in a CRM: building audiences that hold up when you press send
A guide that starts on a Tuesday morning: which question you split on, which fields a segment can actually read, four working recipes, how a segment reaches a send and a campaign, the consent gate in the middle, and what to do when a segment runs out of road.
Guide
Influencer collaboration tracking: the route a brand deal takes from first message to payment
A guide that opens with one creator's month of collaboration chaos: the six links in the life of a brand deal, the six places they break, the eight things a deal record needs, reading the content calendar next to the payment board, and setting it up in Influencer360.