Writing

Notes on quoting, subscriptions
and revenue in Salesforce.

What we have learned building commercial systems on Salesforce — the metrics, the migrations, and the decisions that are harder than they look.

Opinion28 September 2026·5 min readAI can write the quote. It still cannot tell you what you sold.Almost every CPQ vendor now has an AI assistant, and most are genuinely useful. But generating a document and remembering what it committed you to are different problems.Read article →

Revenue15 September 2026·6 min readYour ARR and your invoices disagree. Here is where they drift.The CRM records what a deal closed at. Billing records what you charged. Everything in between goes unrecorded — and that is why reconciliation never gets faster.Read article →Migration2 September 2026·6 min readSalesforce CPQ is end-of-sale. Here are your actual options.Salesforce stopped selling CPQ to new customers in March 2025. Existing orgs keep running — but there is no upgrade path, which changes the maths on every alternative.Read article →Metrics21 August 2026·7 min readHow to calculate NRR properly in SalesforceMost NRR numbers are wrong in the same way — they let new customers into a calculation that is supposed to exclude them. Here is the arithmetic, with a worked example.Read article →

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