Notas de campo

Guías y ensayos sobre estrategia de CRM, migración desde hojas de cálculo, seguimiento de comisiones, agentes de IA y todos los detalles de dirigir bien una pequeña empresa.

15 de abril de 2026Original en inglés
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.
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8 de abril de 2026Original en inglés
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.
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25 de marzo de 2026Original en inglés
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.
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10 de marzo de 2026Original en inglés
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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