Tag: data

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…