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Guides for sales, marketing and operations teams.

Each guide covers one problem a go-to-market team faces. It includes a worked example, templates you can copy, a plan and answers to common questions.

Consulting and solving problems for GTM teams

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Why GTM teams stall: five problems behind missed revenue targets

When a revenue target is missed, check pipeline volume, timing, customer fit, stalled deals and selling capacity with your own numbers.

Read the guide: Why GTM teams stall: five problems behind missed revenue targets

Fix the process before you change the software

Before you replace a CRM, trace real records, map who owns each step and test your data. Then check what the current system can do.

Read the guide: Fix the process before you change the software

How to run a GTM diagnostic in two weeks

A GTM diagnostic reviews marketing, sales and customer success together and ranks what to fix. An example two-week plan with templates.

Read the guide: How to run a GTM diagnostic in two weeks

Change management for new tech and AI

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Why new sales and marketing tools fail on adoption

New sales tools often go live on time, then sit unused. Learn the usual causes, how to measure adoption by role and an example rollout plan.

Read the guide: Why new sales and marketing tools fail on adoption

How to introduce AI to a sales team and keep their trust

Bring AI into a sales team with clear data rules, checked sources and a person approving what customers see. Run a pilot the team helps to shape.

Read the guide: How to introduce AI to a sales team and keep their trust

Who should own a new system after go-live

A new CRM or marketing system needs named owners and backups once the project ends. Split the roles, agree an ownership table and plan the handover.

Read the guide: Who should own a new system after go-live

Managing AI tokens and consumption spend

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How usage-based software pricing works, and what drives the bill

Learn how tokens, fixed credits, outcome charges, allowances and limits work in usage-based software, and what makes the bill grow.

Read the guide: How usage-based software pricing works, and what drives the bill

How to forecast AI and automation usage before you sign

Forecast AI and automation usage before you sign. Count billable events, test units per action, model peaks and growth, then compare plan costs.

Read the guide: How to forecast AI and automation usage before you sign

Run a monthly usage review: what to check and who approves increases

Run a monthly review of AI and automation usage. Compare forecast and actual usage, find the cause of each variance and agree who approves increases.

Read the guide: Run a monthly usage review: what to check and who approves increases

Training GTM teams to get more from their CRM

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Train for the job: role-based CRM training

Train each role on the CRM tasks it does each week. Includes a task list by role, a 45-minute session and a competence check.

Read the guide: Train for the job: role-based CRM training

Ten CRM habits that keep pipeline data accurate

Ten CRM habits that keep pipeline data accurate, with buyer-based field definitions and a check that measures each habit.

Read the guide: Ten CRM habits that keep pipeline data accurate

How managers coach from CRM data in weekly one-on-ones

Use CRM data to start coaching conversations in weekly one-on-ones. A suggested 30-minute agenda, the reports to open and questions to ask.

Read the guide: How managers coach from CRM data in weekly one-on-ones

Integrations between core business platforms

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How to decide which system owns each field

When your CRM and ERP hold the same customers and orders, agree which system owns each shared field and which identifier links them.

Read the guide: How to decide which system owns each field

Native connector, middleware or custom integration: how to choose

Compare a connector, an integration platform and custom code, decide when a process needs orchestration, then test the shortlist at peak load.

Read the guide: Native connector, middleware or custom integration: how to choose

Keep ERP, finance and CRM data in sync: reconciliation basics

A successful sync log does not prove your CRM, ERP and finance data agree. Compare record keys, fields and totals for the same records.

Read the guide: Keep ERP, finance and CRM data in sync: reconciliation basics