Feldnotizen
Anleitungen und Essays zu CRM-Strategie, Migration aus Tabellen, Provisionsverfolgung, KI-Agenten und allem, was die erfolgreiche Führung eines kleinen Unternehmens ausmacht.
15. April 2026Original auf Englisch
Excel to CRM Migration: A Practical Guide
How to migrate from Excel or Google Sheets to a structured CRM in under 30 minutes — including column mapping, deduplication, and calculated fields.
Weiterlesen →8. April 2026Original auf Englisch
Commission Tracking: Why a Spreadsheet Template Stops Working
Free commission spreadsheet templates work — until you add a second tier, a third agent, or a complex split. Here's when to graduate to a structured tool.
Weiterlesen →25. März 2026Original auf Englisch
Privacy-First CRM: What to Look For in 2026
Most CRMs are cloud-American and ad-tracker-heavy. If your customers care about GDPR, Swiss data residency, or zero third-party trackers, here's what to evaluate.
Weiterlesen →10. März 2026Original auf Englisch
Bring Your Own AI Agent to Your CRM (and Why You'd Want To)
Most CRMs ship a single built-in AI assistant. The interesting workflows happen when you can plug in your own agent — Claude, GPT, custom — with scoped access.
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