Websites & software3 min read
Custom CRM development: an acceptance checklist before launch
Use a practical CRM acceptance checklist for lead capture, duplicates, permissions, reminders, reports, migration and ownership before approving launch.
DSDillon Insights / 16 articles
Websites & software
Website planning, custom software, costs, performance and maintenance.
Showing 1-9 of 16 articles
Browse topicsWebsites & software3 min read
Website redesign handover: accounts, search and enquiry tests
Check domain control, website accounts, redirects, enquiries, mobile layouts, backups and support before accepting a redesigned business website.
Websites & software1 min read
Build a Follow Up Process for Missed Sales Enquiries
Plan CRM assignment, response ownership, overdue follow ups and customer history across website, email and messaging enquiries.
Websites & software1 min read
Handling Invoice Extraction Errors and Duplicates
Design document review around uncertain fields, mismatched totals, duplicate invoices and traceable corrections before accounting entries are created.
Websites & software1 min read
How to Prevent Double Bookings in Custom Software
Plan reservation locks, temporary holds, shared resources and rescheduling so competing requests cannot confirm the same appointment.
Websites & software1 min read
Plan Client Portal Permissions and Document Access
Define customer organizations, users, projects, document permissions, invitations and revocation before building a client portal.
Websites & software1 min read
Turn Email PDF Attachments into Business Records
Plan inbox ingestion, PDF reading, field validation, duplicate checks and reviewed exports into orders or accounting systems.
Websites & software1 min read
Why Business Dashboards and Source Reports Disagree
Investigate differences caused by reporting periods, time zones, duplicate joins, currencies, cancelled records and refresh delays.
Websites & software2 min read
Can a Slow Website Cost You Leads and Search Visibility?
Slow pages can hurt user experience and conversion. Diagnose image weight, third-party scripts, server response, rendering work and mobile interaction before rebuilding the entire site.
