All field notes
Field note collection
CRMs & RevOps
Playbooks and tooling for revenue operations leaders.
4 articles
Nov 10, 2025
Modern HubSpot CRM Playbook for RevOps Teams
Blueprint for cleaning lifecycle stages, enforcing data hygiene, and automating handoffs in HubSpot.
Dzmitry Khmialeuski
Reviewed against public sources
Nov 9, 2025
Salesforce vs. HubSpot: Choosing for Scale
Comparison guide covering customization depth, admin overhead, and total cost of ownership.
Avery Johnson
Reviewed against public sources
Nov 8, 2025
Turning Notion into a Lightweight CRM
A system for scrappy teams to track deals, onboarding, and docs without leaving Notion.
Oleh Kovalenko
Reviewed against public sources
Nov 7, 2025
Automation Blueprint for Revenue Operations
Step-by-step plan to orchestrate lead routing, billing, and CS alerts using Make.com.
Tomasz Kowalczyk
Reviewed against public sources