Topic

Guides

Practical advice on pipelines, data models and switching CRMs.

Six colleagues with coffee cups gathered around a laptop by tall windows in a high-rise office

GuidesJul 29, 2026

Moving from Salesforce in a weekend: a checklist

The checklist our solutions team uses to move a sales team from Salesforce to Modal between Friday afternoon and Monday morning, with nothing lost and nobody retrained twice.

Three colleagues planning at a wall of pinned notes in a bright office, one of them seated with a notebook

GuidesMay 13, 2026

How to design a pipeline your reps will actually update

Most pipelines are built for the forecast meeting and ignored by the people who work them. Seven rules for stages, fields and views that reps keep current without being chased.