Practical guides for growing businesses
Actionable, zero-gloss writing on customer tracking, sales discipline and small business digitalization.
Guide
How to sync your CRM calendar with Google Calendar: two links, step by step
Connecting the Ohana360 calendar to Google, Apple and Outlook with a feed address, bringing Google Calendar into Ohana with its secret iCal address, which records go into the feed, refresh times, address security and what the setup leaves out.
Guide
How to convert leads in a CRM: one lead into an account, a contact and an opportunity
Why a lead is a separate record, what the five statuses tell you, how the pitch email advances a lead, the four questions in the Convert window, the three records it creates, person accounts, what stays on the lead, merging duplicates, reports and what the setup leaves out.
Guide
How to build sales reports and dashboards in Ohana360
The five steps of the Report Builder, the filter operators, three metrics and three chart types, twenty four standard templates, sharing saved reports, the six column dashboard grid, email subscriptions and what this setup deliberately leaves out.
Guide
Web-to-Lead and Web-to-Case explained: from a website form to a CRM record
A setup checklist, the secret endpoint issued per org, the field names the server accepts, Web-to-Lead versus Web-to-Case, assignment rules, admin notifications, the honeypot and rate limit, and what this setup deliberately leaves out.
Guide
How to track marketing campaign ROI: budget, members and revenue
The fields of the campaign record, the four statuses, the Campaigns Needing Attention list, budget against actual cost, the expected ROI formula, members, how to tie opportunities to a campaign, custom fields for actual ROI and what the setup leaves out.
Guide
Inventory tracking for online stores: why the number drifts and how to fix it
Setting stock quantity and a low-stock level, why an order sometimes does not deduct, how returns and cancellations add stock back, where the alert lands, how to reconcile the shelf with the screen, and what this model deliberately does not do.
Guide
Recurring tasks: stop remembering the same job every week
Where the Repeat field lives, what the four intervals do, when the reminder fires, what happens if you never complete the task, where recurring tasks part ways with recurring events, and what this setup deliberately does not do.
Guide
How to set up sales pipeline stages: how many, what has to be true to leave each one, and what to call them
How a nine-stage pipeline came down to five, how to write an exit criterion for each stage, why stage names must describe a state rather than an action, and how opportunity stages are really configured in Ohana360.
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.