Feldnotizen
Anleitungen und Essays zu CRM-Strategie, Migration aus Tabellen, Provisionsverfolgung, KI-Agenten und allem, was die erfolgreiche Führung eines kleinen Unternehmens ausmacht.
2. Juni 2026Original auf Englisch
What Is Field-Level Encryption? (And Why Your CRM Probably Doesn't Have It)
Field-level encryption scrambles specific sensitive fields with their own keys, so a database breach exposes ciphertext instead of your customers' data. Here's how it differs from 'encrypted at rest,' and why most CRMs stop short.
Weiterlesen →2. Juni 2026Original auf Englisch
Is There a Truly Free CRM? (And What 'Free' Usually Costs You)
Yes — several real free CRMs exist, and the best freemium plans are genuinely useful. The catch is rarely the price. Here's how to read what 'free' is structured to do, and where FlowGrid Free fits.
Weiterlesen →2. Juni 2026Original auf Englisch
CRM for Consultants and Freelancers: What Matters When You're the Whole Company
Most CRMs are built for sales teams, which is exactly why they fail solo consultants and freelancers. Here's what a consulting CRM actually needs — and how to pick one you'll still be using next quarter.
Weiterlesen →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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