Before You Pay for an Integration, Try the CSV Export
Part one: let Apps Script pick up the vendor’s CSV from Gmail and refresh your Google Sheet before the team starts its day.
Stories from the Field
Case studies, experiments, and the occasional “but what if I…” from a career in revenue operations.
Your Vendor Charges for an Integration. You Already Have the Export.
Part two: bring rows from Google Sheets into Salesforce on a schedule. Use an external ID so the next run updates the right record.
The Tool Doesn’t Do That. Now What?
GoldMine, Excel macros, Salesforce calling cards, and a planned Intellistack workaround. Insert chaos energy.
More with Less: My Philosophy on Resource Allocation
Where does the work belong? A field guide to hiring, outsourcing, automation, and developing the people already on your team.
RevOps Burnout
Context switching, political friction, and the invisible work of keeping systems running.
Uncovering a Marketing Rockstar: A Case Study
How a marketing generalist found her footing and became a Marketing Operations rockstar.
AI, Process, and a Whole Lot of Trial and Error: A Case Study
We could process 83% more quoting requests in a peak week. Here’s how we changed the Salesforce intake workflow.
When a Free Salesforce Fix Saved 2,200 Hours
A quote-cloning workflow that gave sales reps more than 2,200 hours back each year.