Free Resources
for Sales Ops Pros Who Want Results, Not More Tools
Get instant access to practical, battle-tested articles and a free Google Sheets CRM template built for real-world sales teams.
No paywall. No gatekeeping or asking for your emails. Just what works.
From fixing pipeline chaos to getting actual ROI from your CRM, these guides and templates are made for the doers: the Sales Ops leaders, admins, and founders who want clarity, speed, and systems that actually work.
Think Salesforce is expensive? It’s nothing compared to what you’re losing if it’s not delivering ROI.
Bad data doesn’t just slow you down. It silently wrecks your forecasts, reports, and trust in the system.
Why CRM User Adoption Fails (and How to Fix It)
If your team isn’t using your CRM, the problem isn’t the tool. It’s what you’re missing before rollout.
When Do You Actually Need a CRM?
Here’s how to know if you’ve outgrown spreadsheets—and what to do before you waste money on the wrong CRM.
Why Salesforce Implementations Fail
Do You Really Need a Salesforce Developer?
It’s not the platform—it’s the planning: the biggest CRM failures start before a single field is built.
If you’re wondering whether to hire a dev, this guide will save you hours (and thousands of dollars).
12 Ways Admins Can Boost Sales Rep Productivity
You’re not just an admin—you’re a performance multiplier. Here’s how to prove it, fast.
How Misalignment Kills Salesforce Projects
You don’t have a tech problem—you have a people problem. Fix this first, or the system will fail.
Hidden Salesforce Features You Should Be Using
These overlooked gems in Salesforce could save your team hours each week—without writing a single line of code.
5-Step Checklist to Streamline Your Sales Process
If your sales process feels chaotic, use this checklist to bring clarity, speed, and results — fast.
Salesforce Admin Cost Checklist
Before you hire that admin or consultant, make sure you're asking the right
questions to avoid regret.
Why Projects Must Start with People, Not Tech
Most teams flip this order—and pay the price. Here’s how to get it right from day one.
How to Know What Stage Your Deals Are In
Best SMB Tech Tools (That Are Actually Worth It)
Common Pipeline Challenges (and How to Fix Them)
You can’t forecast what you can’t see. This guide shows you how to bring sanity back to your pipeline.
Ditch the bloated tools and shiny objects. This guide cuts through the noise for growing SMBs.
Your pipeline isn’t broken because sales is hard. It’s broken because no one taught you how to spot the leaks before they flood your forecast.
678-572-6427 | sam@samharcrm.com | www.calendly.com/samhar
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