Free articles, paid templates, productized services.
Field-tested resources for senior CRM Analytics practitioners. Most material is open-access. Templates, deeper bundles, and audit kits are paid. Engagement services are productized at fixed fees.
Free, no email required
CRMA Field Guide v1 (free download)
14 senior-practitioner articles plus a 30-rule cheat sheet. Patterns we have seen across CRMA / Wave / Einstein / Tableau CRM engagements: semi_join versus cogroup failure modes, Recipe versus Dataflow trade-offs, Einstein Discovery feature-engineering leakage, row-level security predicates that survive sales-org reorgs, watermark sync without duplicates, and more. 39 KB markdown bundle, no email gate.
Download (39 KB ZIP) →SAQL semi_join vs cogroup decision tree (free)
Open-access decision tree for picking semi_join, cogroup, or anti_join in production SAQL. Includes failure-mode notes from real engagements.
Read on Medium →Recipe vs Dataflow decision matrix (free)
Recipe-vs-Dataflow scoring rubric covering incremental sync, multi-source aggregation, append-augment patterns, and window-function performance.
Read on Medium →Insights archive (free)
Ten years of CRMA field reports. Wave Analytics, Einstein, Tableau CRM, Data Cloud, and Agentforce + Anthropic eras. Updated quarterly.
Browse Insights →Templates + bundles
Compliance Pack — Sample Bundle
$29Real generated docs from our $999-$2,799 Compliance Pack: HIPAA BAA, GDPR DPA with SCC Module 2, SOC 2 IRP, ISO 27001 SoA excerpt.
Buy →CRMA Anthropic-Readiness Audit Template
$49DIY version of our $999 audit. Intake schema, dataset compatibility rubric, 11-pattern security predicate checklist, sample audit report.
Buy →Engagement services
5 business days, 12-page report, 30-min walkthrough. Read-only access. No record-data modification.
Methodology →2-3 weeks, one specific outcome shipped. Working dashboard, recipe, or model in your org with documentation.
Methodology →10 hours/month for ongoing work. Ad-hoc dashboard builds, recipe authoring, governance reviews, exec QA.
Methodology →Bring us your CRMA implementation.
Productized fixed-fee scoping. Read-only by default. No SOW back-and-forth.
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