Reed Iandolo
Reed IandoloNotes
Washington, DC · Remote
Notes

Practical advice, from the work.

What I see working (and not) across Salesforce, data, and the small systems that make a business run. Each one is something you can act on.

Start here

Before you point AI at your business, give it one place to lookAI does far better on well-structured data in one place than when it has to reason across eight different systems. Here's why, and how to set it up. · November 1, 2026A data warehouse isn't a big-company project anymoreGetting your data out of your systems and into one place used to take months and a big budget. Now it can take a day and cost less than your coffee budget. · November 1, 2026Don't rebuild your CRM. Build the 10% it can't do.AI has people talking about building their own CRM from scratch. In practice it rarely pays off. The real opportunity is getting everything out of your core system, then building only the piece it can't do. · November 1, 2026

Nonprofits & associations on Salesforce

Your Salesforce is full of duplicatesDuplicate records quietly break reporting and member history. Here's how to stop them at the source, keep integrations working, and move from manual cleanup to confident automation. · November 2, 2026Before you hire a Salesforce adminMost nonprofits run Salesforce with an accidental admin or a ticket-taking contractor. Before you hire, know what the role needs to do, and whether senior help costs any more. · November 1, 2026Your board numbers come from a spreadsheetWhy nonprofit reporting breaks, and how to get numbers you can trust by starting with the question, not the report. · November 1, 2026You can't see a member's full pictureFor most associations and nonprofits, one person's membership, giving, events, and engagement live in different places. Here's how to get one clear view of every member in Salesforce. · November 1, 2026Get your Salesforce data into a database in an afternoonWhen Salesforce reporting stops being enough for a nonprofit, a small database can join it with your other systems for less than $50 a month. Here's when it's worth it and how it works. · November 1, 2026

Small law firms

Better client intake without new softwareSmall law firms can streamline client intake inside Outlook and the files they already use, without adopting a new app, and keep client data on infrastructure the firm owns. · November 1, 2026Own your firm's dataSmall law firms don't have to hand client data to another vendor to get modern tools. Here's how a firm can own its technology, work with its IT provider, and meet strict security needs without a big budget. · November 1, 2026One search across Outlook, your files, and your case management softwareSmall law firms can search every email, document, note, and call about a client in one place, on infrastructure the firm owns. Here's how it works. · November 1, 2026

Owners and small teams

Find the small things that add upOwners end up working in the business instead of on it because of dozens of small tasks, none hard on its own. Here's a simple way to find them, rank them, and solve them for good. · November 1, 2026Your small business can have its own databaseA database used to be something only bigger companies had. Now a small business can have one cheaply, and build small, purpose-built tools on top of it that solve real problems. · November 1, 2026