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NimNit Insights

Practical insight on CRM, data & AI

Guides, playbooks and field notes from our four practices, for small business owners on Zoho One and CRM leaders on Salesforce.

NimNit InsightsOverviewInsightsTopics4Cadence2× / moFormatPlaybooksWhat readers ask us about1007550250Q1Q2Q3Q4Q5Q6Practical, field-testedFrom our four practices

What we're writing about

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Zoho One

Zoho One for Small Business: What's Actually in the Box

A plain-English tour of the 45+ Zoho One apps and the dozen that matter most in year one.

Coming soon
Zoho One

5 Signs Your Small Business Has Outgrown Its Tools

Spreadsheets, sticky notes and six logins. How to tell it's time for a real operating system.

Coming soon
Zoho One

Zoho Flow and Deluge: 10 Automations Every Small Business Needs

Lead routing, invoice reminders, review requests and more, built without writing code.

Coming soon
Salesforce

The 58-Point Salesforce Health Check

The six domains we review in every audit, and the findings we see most often in mid-market orgs.

Coming soon
Salesforce

Agentforce Readiness: Is Your Org Actually Ready for AI Agents?

Data quality, permissions and governance come before agents. A readiness checklist for CRM leaders.

Coming soon
Salesforce

Post-Acquisition CRM Integration: A 90-Day Playbook

Lessons from leading CRM through a major divestiture: what to merge, what to keep separate, and when.

Coming soon
CRM Strategy

Why CRM Projects Stall, and How Governance Fixes It

Low adoption and runaway technical debt usually come down to one missing ingredient: ownership.

Coming soon
Data Science & AI

From Dashboards to Decisions: Forecasting That Holds Up in Production

What we learned forecasting demand across 2,800+ retail locations.

Coming soon
Data Science & AI

Agentic AI for Business Leaders: Beyond the Chatbot

How multi-step AI agents use tools and orchestration to automate real workflows, and where they fail.

Coming soon

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