Practical guides for growing businesses
Actionable, zero-gloss writing on customer tracking, sales discipline and small business digitalization.
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.
One document's journey
How to manage files and documents in a CRM: one contract's journey from upload to delete
When the contract lives in an inbox, the quote on a desktop and the floor plan on someone's phone, document management is over. We follow one signed contract through Ohana360 from start to finish: how it is attached to a record, linked to three records without a copy, who can see it, where the record of who opened it is kept and where file management stops.
A day in the life
How to log calls, meetings and emails in a CRM: one sales rep's day, hour by hour
If a conversation is not logged, two weeks later nobody knows what was said. We follow one sales rep through a Tuesday, hour by hour: which interaction becomes a task and which an event, how emails and WhatsApp messages land on the record by themselves, where reminders come from and where activity logging stops.
Before and after
How to customize record page layouts in a CRM: the same opportunity page, before and after
When every record page opens with the same pile of fields, the team cannot find what it needs. Five changes that turn an Ohana360 opportunity page from the product default into a page that fits the team, how each one is made and where layouts stop.
Symptom and fix
How to collaborate on records in a CRM: why talk about customers gets lost, and how to keep it on the record
Decisions about customers get lost in email, chat and hallway talk. In Ohana360 the conversation stays on the record itself: mentions, replies, files, likes and Follow in the Posts card. Five symptoms and the fix for each one on the record.
Step by step
How to create email templates in a CRM: write once, send from the record and from a flow
In Ohana360 an email template is written once in Marketing360, then sent from the Email card of a record page or from a flow. Which placeholder fills where, how a send is logged on the record and what is missing.
Side by side
How to use kanban view in a CRM: drag the card, the stage changes
Ohana360 has two separate kanbans: a header board that shows every opportunity with amount totals, and an in list kanban that turns a saved list into a board. When to open which, what changes when a card moves and what is missing.