I’m curious how people define “ready to import” when a spreadsheet has already gone through some cleanup.

The difficult part for me is not obvious broken rows. It’s the gray area:

duplicates that are not exact...

conflicting fields...

suspicious values..

rows someone manually edited without a clear record of why...

At what point do you trust the file enough to import it?

Do you rely on:

exact checks only

manual review buckets

another tool/workflow

experience/judgment

And what usually goes wrong even after cleanup?

Using Salesforce as our CRM. 55 reps. Commissions are calculated manually by exporting Salesforce data into Excel every month.

Looking for software that automates this entirely. Ideally it reads deal data from Salesforce, applies our commission plans, and generates statements without manual intervention.

What's the best option that actually integrates well with Salesforce?

Over the past few months, I've been building my web design and automation agency, and I'm now opening a Founding Client Program for the first 3 to 5 businesses.

and you're looking to:

\- Build a new website

\- Redesign an outdated one

\- Improve your online presence

\- Streamline your business with automation or CRM systems (notion or a webapp)

I'd love to work with you.

To build our portfolio and collect real-world case studies, we're offering 50–60% off our normal pricing for these first projects.

In return, all we ask is:

\- An honest testimonial after the project.

\- Permission to showcase the work in our portfolio.

\- A referral if you're happy with the result.

If you're interested, send me a message or book a free discovery call through our website.

found an account last week that had basically been sitting there for over a week.

last note was ""follow up after security review.""

cool. follow up who? whn? was security done? no idea lol.

I asked the AE and he thought CS had picked it up. CS thought the AE was still waiting on something from the customer. meanwhile the account was just sitting there doing absolutely nothing.

this happens more than I'd like to admit.

I've used a few different CRMs and I used to blame the software for messy pipelines, but honestly a lot of it is just us writing terrible notes and assuming future-us will understand them.

we've been messing around with Expertise AI lately to pull the recent account history together before someone picks a deal back up. sometimes it helps. sometimes it basically comes back with a nicer version of ""yeah, your notes suck"" because there's nothing useful in there to begin with.

we still don't let it change owners or important fields on its own. learned that lesson pretty fast.

but it's made me notice how many CRM notes are just ""circle back,"" ""waiting on legal,"" or my personal favorite, ""follow up soon.""

soon when, past me??

where does this usually fall apart for you guys? handoffs between sales and CS are probably our worst one.

Disclosure: I work with Expertise AI.

We're a CPG brand that's been killing it D2C but we're trying to expand into wholesale/B2B. Having a hard time finding retailers and distributors that would be a good fit.

Right now we're basically doing manual outreach on LinkedIn and cold emailing lists from trade shows. Also tried some lead generation tools but most are built for SaaS/tech companies not physical products. Looked at Lemlist briefly but it felt very much geared toward software outreach sequences, not really what we need.

For those of you doing wholesale, how are you finding new B2B accounts? Are you going to trade shows? Using brokers? Or just grinding it out with cold outreach? Would really love to hear what's working for other ecom brands in the wholesale game.

Been looking at CRM options for my lawncare business. People here love to recommend Jobber, but I have some concerns about the bloat. I doubt I'll need GPS tracking, payroll management, or crew dispatch as someone that runs the work solo lol. Also checked out Housecall Pro, but it looks like it has the same issues as Jobber. But I have no experience with CRMs, so if I'm wrong please tell me.

Then I started to look into lightweight options, stuff like YardBook, GorillaDesk, Tofu which seemed to be built with solo operators in mind. So yeah, I'm thinking I'd need a suggestion from this side instead of the bigger side. But again, I have no prior experience with looking for CRMs, knowing what makes them better than the other, or if I even need a CRM to begin with. Afterall, I've managed just fine so far without, but I'm more on the side of feeling like I've scaled enough to need this.

I'm open to any suggestions as long as it has basic features like scheduling, client tracking, and invoicing. Let me know if I'm wrong about the CRMs I've mentioned, or if you have any straight recommendations. Thanks guys!

I'm looking for 5-10 advanced Slant users. My linkedin connection volume is pretty high and i'm trying to automate a lot of processes and I'm not 100% the best process flow.

I've already built a killer chrome extension that exports Sales Nav profiles directly into Slant. It works great. I'm trying to refine my internal Slant process workflow now and I'm looking for help.

Anyone want to jump on a zoom and chat for 20-30 minutes about Slant?