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Practical takes on automation, dev, and growing without the bloat.

Feature Image of WPForms Salesforce Integration and 5 Other WordPress Form Plugins That Actually Work
Integrating Salesforce, Automating Salesforce, Improving Customer Experiences

6 WordPress Form Plugins That Connect to Salesforce (Compared)

You’ve got a WordPress site and Salesforce. Someone fills out a contact form. That lead should land in Salesforce instantly — right person, right object, no copy-paste. The problem isn’t the concept. It’s picking the right form plugin. Not every WordPress form builder plays nicely with Salesforce, and the ones that do vary a lot … Read more

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Feature Image of What Is a Client Portal Why Your Business Needs One 1
Web Apps

What Is a Client Portal? Why Your Business Needs One

You just spent 15 minutes looking for a document a client swears they sent you. You check your inbox, search two different threads, scroll through a shared Google Drive folder, and finally find it — attached to a reply-all on a thread from three weeks ago with the subject line “Re: Re: Re: Updated docs.” … Read more

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Feature Image of Best WordPress Salesforce Plugins
Optimizing Salesforce, Getting Started with Salesforce, Integrating Salesforce

Best WordPress Salesforce Plugins: 8 Options Compared

How to Choose a WordPress Salesforce Plugin Before comparing individual plugins, figure out what you actually need. The WordPress Salesforce plugin market breaks into four categories, and picking from the wrong one wastes time and money. Form submission plugins capture data when someone fills out a form on your site and push it to Salesforce as … Read more

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Feature Image of Custom Automation vs Zapier
Custom Automation

Custom Automation vs Zapier: When to Build vs Buy

You set up your first Zap and it felt like magic. New form submission? Automatically creates a row in your spreadsheet, pings your Slack channel, adds a contact to your CRM. Fifteen minutes of setup. No developer needed. That was a year ago. Now you’ve got 30+ zaps, your monthly bill just crossed $300, three … Read more

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Feature Image of Salesforce Web Forms The Complete Guide to Collecting Data From Your Website 1
Business User, Integrating Salesforce, Salesforce Admin, Salesforce Basic, Salesforce Customization, Salesforce How-To Guides

Salesforce Web Forms: The Complete Guide to Collecting Data From Your Website

This ultimate guide covers everything you need to know about Salesforce web forms in 2023. Learn about the different types of web forms available, including Web to Lead, Web to Case, and custom object forms. We’ll also cover the pros and cons of using custom code or third-party apps to create your forms, and how to embed your Salesforce web form on your website. Whether you’re just getting started with Salesforce or you’re a seasoned pro, this guide has something for you.

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Feature Image of AI for Small Business A Practical Guide
AI Tools

AI for Small Business: A Practical Guide (No Buzzwords)

You run a business with 10, maybe 30 people. You’re handling proposals, chasing leads, onboarding clients, and sorting through documents — all while every software vendor on Earth is telling you that AI will change everything. Here’s the problem: most of what you’re reading about AI was written by enterprise software companies. Their advice assumes … Read more

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Feature Image of Salesforce vs WordPress Features Pricing Capabilities Compared 1
Optimizing Salesforce, CMS, CRM, Improving Customer Experiences, Integrating Salesforce

Salesforce vs WordPress: Features, Pricing & Capabilities Compared

CRM vs CMS: Why This Comparison Exists Salesforce vs WordPress is a weird comparison on the surface. One manages customer relationships. The other manages website content. But businesses Google this because they’re trying to figure out where to invest — their CRM or their website — and how the two fit together. The difference between … Read more

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Feature Image of How to Fix the Data Storage Limits Exceeded Error in Salesforce 1
Salesforce How-To Guides, Optimizing Salesforce

How to Fix the “Data Storage Limits Exceeded” Error in Salesforce

Imagine working on an important deal, trying to create a new opportunity in Salesforce, and suddenly hitting a wall. Salesforce throws an error saying “Data Storage Limits Exceeded”. This isn’t just a minor hiccup. It’s one of the most frustrating issues Salesforce users face. It doesn’t just affect one person; it can bring an entire … Read more

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Featured Image Web To Lead in Salesforce
Business User, Automating Salesforce, Improving Customer Experiences, Quick Start, Salesforce Admin, Salesforce Basic, Salesforce Customization

Web to Lead in Salesforce – DIY in 4 steps

If you want to capture leads from your website and automatically send them to Salesforce, Web-to-Lead is the feature you need. With Web-to-Lead, you can create a custom lead capture form that feeds lead data into Salesforce and generates new lead records instantly. In the following sections, we’ll explore how Web-to-Lead works, how to set … Read more

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