- CRM
Why ERP-Native CRM Wins for Distributors
A traditional CRM bolted to an ERP through middleware is a different architecture from a CRM that treats your ERP as the source of truth. Here is why the difference matters.
CRMERPDistributionArchitectureRead post - Migration
Salesforce to Factory Labs: A Migration Playbook for Distributors
A pragmatic, field-tested checklist for moving a B2B distributor off Salesforce. What to migrate, what to leave behind, and how to avoid the three failure modes that derail most CRM migrations.
MigrationSalesforceCRMDistributionRead post - Lakehouse
What a Lakehouse-Native CRM Actually Means
Two architectural decisions separate a CRM that "connects to Databricks" from one that is genuinely lakehouse-native. We walk through both (federated reads via MCP, and outbound Delta Sharing) and what the difference looks like in production.
LakehouseDatabricksSnowflakeMCPDelta SharingRead post - Pricing
The Real Cost of Salesforce + Boomi vs. ERP-Native CRM
A line-item walkthrough of what a Salesforce-plus-middleware CRM actually costs a B2B distributor over five years, and how the same workload looks on an ERP-native CRM. The hidden costs dwarf the license costs.
PricingSalesforceTCODistributionRead post - Messaging
10DLC and WhatsApp for Distributors: A Carrier Compliance Primer
10DLC registration, WhatsApp Business Platform approval, opt-in handling, and the operational habits that keep carrier deliverability above 95% for B2B distributors texting customers from the CRM.
Messaging10DLCWhatsAppComplianceRead post - AI
AI Voice Agents for Inbound Order Calls: How Far Are We
A field-grounded look at where AI voice agents can actually handle inbound order calls today, where they cannot, and what the architecture has to look like for an agent to be a real coworker rather than a phone-tree replacement.
AIVoiceTelephonyInside SalesRead post