Category: General

Backstop User Conference (BUC) 2018

After months of anticipation, Backstop User Conference (BUC) 2018 is finally happening! I’m utterly honored to represent Horsley Bridge Partners at one of the Client Success Showcases. More…

Backstop CRM: Beautify Excel Toolkit (ETK) Reports with VBA

If you have been using Backstop Report Builder and Excel Toolkit (ETK) to extract actionable insight out of the Backstop CRM platform, life ought to be pretty rosy….

Backstop CRM: Contact and Relationship Hacks

Having rolled out Backstop last winter, life has been generally awesome. After an extensive Extract, Transform, and Load (ETL) effort, global end-user training sessions, and an ongoing pruning process, the data…

Backstop CRM: Advanced Report Filtering Hacks

Backstop reports are hugely useful in getting data out in a meaningful way. The Report Builder packs lots of firepower, although the user interface (UI) reminds me of…

ETL Using Python and Pandas

I was working on a CRM deployment and needed to migrate data from the old system to the new one. The 50k rows of dataset had fewer than…

Backstop CRM: Custom Link Recipes

Backstop Custom Links are awesome. With zero coding efforts, you can pass Backstop context (e.g. company name) to websites such as AngelList, LinkedIn, or Google. For instance, you…