Insights for fully automating your back-office.
A source-backed guide to AR automation, cash application, DSO, collections, AI adoption, and finance operations.
A source-backed guide to manual work, search time, CRM administration, finance operations, order handoff, and AI automation.
An end-to-end CRM migration plan: discovery, schema mapping, cutover strategy, and the back-office gap most teams miss.
HubSpot's native duplicate management and Data Quality Command Center, what they cover and their limits, and how to extend cleansing across CRMs with Sanka.
Plan a HubSpot to QuickBooks workflow that checks customer, invoice, tax, payment, and reconciliation data before accounting sync.
Plan a HubSpot to Xero workflow for contacts, products, invoices, payments, tax, currency, and reconciliation review.
A source-backed guide to deferred revenue, subscription billing, revenue recognition, close automation, and finance reporting.
A source-backed guide to sales productivity, non-selling work, AI adoption, data quality, and CRM-connected RevOps workflows.
Decide whether Salesforce Billing, Revenue Cloud Billing, a Salesforce-native app, an external billing platform, Sanka, or custom integration should own billing handoff.
The 12 tools in HubSpot's official remote MCP, what it can and can't do, and how Sanka MCP adds dedupe, cross-CRM cleansing, and back-office actions.
