Notes de terrain
Guides et essais sur la stratégie CRM, la migration depuis les feuilles de calcul, le suivi des commissions, les agents IA, et tous les détails qui font la réussite d'une petite entreprise.
15 avril 2026Original en anglais
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.
Lire →8 avril 2026Original en anglais
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.
Lire →25 mars 2026Original en anglais
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.
Lire →10 mars 2026Original en anglais
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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