Notes from the field.
Practical writing on the tools, tactics and trade-offs behind clean, useful business data.
How do I fix duplicate contacts in HubSpot?
Merges can't be undone - fix duplicates without losing data.
Read articleWhy most CRM migrations fail (and how to make yours succeed)
Bad mappings, missing owners, orphaned deals. The technical part is rarely the hard bit - here is what actually goes wrong.
Read articleDesigning HubSpot properties that scale past 100k records
Custom properties feel free at 5,000 contacts. At 500,000 they can quietly break your reporting and workflows.
Read articleWhat deduplication really means (and why fuzzy matching is not enough)
Two records with different spellings, punctuation, or trading names are not the same problem as two identical rows.
Read articleHubSpot to NetSuite via Celigo: patterns that actually hold up
A field-level tour of the flows we set up for B2B teams that need clean handoffs between marketing and finance.
Read articleThe unglamorous work behind good email deliverability
Warm-up plans, suppression discipline, engagement scoring. The reason your emails hit inboxes has very little to do with subject lines.
Read articleGetting Eventsforce data into your CRM without the mess
Registrations, attendees, no-shows, sessions. Here is a structure that keeps event data useful once the event is over.
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