John M Perez

Most mid-market companies discover their channel program has outgrown their CRM the same way: a reseller emails a spreadsheet of “deals we’re working” to a channel manager, who forwards it to a rep, who finds out two of them are already in the pipeline under a direct AE’s name. Nobody is lying. Ther

On September 8, 2026, HubSpot ships its 2026-09 API version, and with it a genuine breaking change: admin-configured validation rules will be enforced on all CRM API write paths. Conditional required properties, required fields on the Create Record form, and user-level association permissions &mdash

Within days of ChatGPT Atlas launching in October 2025, security vendor Cyberhaven found that 27.7% of enterprises already had at least one employee who had downloaded it — no procurement, no security review, no admin approval. Ten months later, the standalone AI browser is dead and the capabi

Field service is where most CRM projects quietly stop. The deal closes, the sale is celebrated, and then a dispatcher opens a spreadsheet, a shared calendar, or a group text thread to figure out who is driving to the customer on Thursday. This article ranks five field service management (FSM) platfo

Every fall, the same mistake plays out in CRM systems everywhere: leadership sets next year’s number, divides it across the sales team, and hands out quotas — without ever asking whether the underlying territories can actually carry those numbers. The result is predictable. Some reps are drown

Here is an uncomfortable number for any sales leader who thinks their commission process is under control: 62% of sales reps keep a “shadow” spreadsheet to verify their own commissions, and the typical rep spends more than an hour a week doing it, according to industry research compiled by commissio