Oliver Grand
Oliver Grand is an entrepreneur, software developer, and CRM expert with more than 25 years of business experience and over a decade in the IT industry. Since 2000, he has founded and managed companies across different industries, combining entrepreneurship with technology and business process development. Oliver has participated in more than 1,500 CRM implementation projects and has extensive hands-on experience in designing and developing CRM systems and business automation solutions. His expertise spans CRM, sales automation, software development, business processes, and the practical application of technology in business.
CRM Hygiene
Zoho CRM with Gmail or Outlook: which emails land on the deal timeline and how a manager spots the gaps
CRM Hygiene
Pipedrive and Mailchimp: who owns the contact status after the sync, and what a rep should see before calling
Deal Risk
Pipedrive and PandaDoc: what a viewed or signed document should change on the deal, and what it should not
CRM Hygiene
Zoho CRM mobile app: what a rep can capture between meetings and what a manager should still see on the deal
Deal Risk
HubSpot document tracking: what a view proves before the quote
CRM Hygiene
Salesforce QuickBooks integration: there is no one-click sync, so decide what shows on the opportunity
Sales Management
HubSpot buyer intent: the companies it adds have no owner, so decide who calls whom
CRM Hygiene
Salesforce mobile app for reps: what to log from the road, and the weekly check that it landed on the opportunity
CRM Hygiene
HubSpot mobile app: what a rep can do between meetings, and what a manager should still see on the deal
CRM Hygiene