Guide
23 posts
Step-by-step guides and explainers for teams that are choosing a work platform, setting one up or moving off one. Each guide takes one question, such as what a tool costs, how to automate a process or how to export its data, and works through it in order, so you can follow along in your own account.
On monday.com, start with what monday.com is and how it works and what each monday.com plan costs, then go on to the guides on project intake, workflow automation, extensions and custom integrations. The monday.com Guide brings every monday.com article together in one place.
On Salesforce and Twenty CRM, the guides cover exporting your data from Salesforce, migrating it to Twenty with a checklist and best practices, self-hosting Twenty on AWS, Salesforce API limits, consultant rates and user adoption. If you are still choosing a tool, there are buyer’s guides to project management software for individuals and for small businesses, a cost comparison and a comparison guide.
How to Self-Host Twenty CRM on AWS: Step-by-Step Guide
Step-by-step guide to self-hosting Twenty CRM on AWS, covering infrastructure setup, Docker deployment, security configuration, and ongoing maintenance.
Is Twenty CRM Right for Your Business? A Guide for Teams
A comprehensive guide to help growing teams evaluate whether Twenty CRM fits their needs, covering features, limitations, and real-world use cases.
How to Export Data from Salesforce CRM: A Complete Beginner's Guide
Export data from Salesforce CRM with Data Export Wizard, Reports and Data Loader: step-by-step instructions and best practices for beginners.
7 Best Open Source Salesforce Alternatives for Growing Businesses
Explore 7 open-source Salesforce alternatives that give growing businesses full control over their CRM without per-seat licensing fees.
Salesforce User Adoption: What to Do When Your Team Won’t Use It
Why Salesforce user adoption fails and what to do about it. Explore common barriers, training strategies, and simpler CRM alternatives like Twenty CRM.
Salesforce Complexity: 5 Signs Your CRM Needs an IT Team
Is Salesforce too complex for your team? Learn the 5 key signs your CRM requires a dedicated IT team and explore simpler alternatives.
Salesforce Consultant Rates: What Drives the Cost
Learn what drives Salesforce consultant rates: experience, certifications, region, project complexity and engagement model, plus hidden costs and ways to save.
Salesforce API Limits: Daily Allocations and Best Practices
Discover how to navigate Salesforce’s monthly API limits and optimize your calls for better performance. Unlock your API potential today!
6 Reasons Salesforce CRM Projects Don’t Deliver Expected Results and How to Avoid Them
Six common reasons Salesforce CRM projects underperform and practical strategies to avoid them, from scope creep and poor user adoption to hidden costs.
How Much Does monday.com Cost? A Complete Breakdown of Plans
Complete breakdown of monday.com pricing plans for 2026, including per-seat costs, hidden fees, and which plan fits your team size and needs.
What Is monday.com? The Complete 2026 Guide (From a Certified Partner)
Everything you need to know about monday.com: features, pricing plans, use cases, and why it is one of the most popular work management platforms in 2026.
The Ultimate List of Project Management Software for Individual Users
The ultimate guide to project management software for individual users, featuring tools for freelancers, solopreneurs, and solo project managers.
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