Expert insights for B2B revenue leaders

24 May 2026 9 min read Where Should Your Customer Portal Data Live? The CRM as Single Source of Truth Where should customer portal data live? Why the CRM should be the single source of truth your portal reads and writes to, what goes wrong with ...

23 May 2026 9 min read Customer Portal + HubSpot: Showing CRM Data Beyond Support Tickets HubSpot's native customer portal is ticket-centric. Here is how to build a portal that surfaces deals, custom objects, projects and documents, with ...

23 May 2026 8 min read Claude for Finance Teams: Reporting, Reconciliation and Guardrails Claude for finance teams: how UK businesses use Claude for reporting, reconciliation support and document handling, with accuracy and governance ...

22 May 2026 10 min read Building a B2B SaaS Customer Self-Service Portal: Integration, Not Just UI A B2B SaaS customer self-service portal lives or dies on integration and data, not the interface. How to make your CRM and billing the source of ...

22 May 2026 10 min read Website Redesign Cost UK: What a Rebuild Actually Costs in 2026 What a UK website redesign costs in 2026: indicative price ranges, the drivers that move the number, redesign vs new build vs migration, and signs ...

22 May 2026 7 min read Claude for HR and Recruitment: Screening, Drafting and Staying Compliant How UK businesses use Claude for HR and recruitment: CV screening support, drafting and policy Q&A, with a compliance-aware, human-led approach to ...

21 May 2026 9 min read Learner and Course-Delivery Portals for Training Providers and Awarding Bodies Why generic LMS products fail bespoke course delivery, and how a learner portal integrated with your CRM and finance systems handles enrolment, ...

21 May 2026 8 min read Claude in Excel: What It Does and How Teams Use It Claude in Excel for UK businesses: what it does, how teams use it for formulas and analysis, a practical walkthrough, and where a spreadsheet stops.

20 May 2026 11 min read Partner, Dealer and Reseller Portals: A Custom Portal on Top of Your CRM Partner, dealer and reseller portals built on top of your CRM. Deal registration, commissions and resources, with one source of truth. Fixed price ...

20 May 2026 9 min read Connecting Claude to HubSpot: Integration Options for Revenue Teams Yes, Claude connects to HubSpot through a connector, MCP or a custom build. What each route can read and write, and how to keep the access governed.