CRM

AI Project Management Tools For Startups: Collab and Grow Fast

Key Takeaways AI project management tools help you cut manual work, improve visibility, strengthen teamwork, and keep your projects moving with steady progress. Slack, Salesforce, and Agentforce 360 connect your data, your updates, your customer activity, and your daily tasks so your team stays aligned. You can start small by automating simple steps, training your […]

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The Gift of the Admin

Today on the Salesforce Admins Podcast, a holiday fable. The Gift of the admin Once, in a company not unlike yours, There was an Admin named Riley— The kind of Admin who could fix a broken report Before the requestor even finished explaining it. Now, every season brought its own challenges. Deadlines, new features, odd

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The Trade Show Guide: Make Your Small Business Booth the Big Star

Key Takeaways The biggest win for small businesses at trade shows is getting qualified leads, media attention, and a big stage for your product launches.  Use a CRM to keep every conversation, note, and lead organized. It makes juggling hundreds of new contacts and conversations more seamless. AI can understand attendee traffic, and target audience

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The Agentic Advantage: How Private Equity Is Accelerating Exit Readiness

Key Takeaways Exit readiness is built in daily operations, not at exit. The best-performing firms operationalize exit readiness early by embedding predictability, governance, and repeatability into core workflows, reducing diligence risk and increasing buyer confidence. Agentic workflows drive measurable value fast. Starting with high-volume workflows in sales, service, and revenue operations delivers faster sales cycles,

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Heart-Centered Leadership: The Well-Balanced Business Strategy

Key Takeaways Heart-Centered Leadership (HCL) is defined as a well-balanced business strategy that leads with team connection and transparency. Businesses can scale with an HCL strategy because teams are cared for, heard, and understood.  Teams can integrate their HCL strategy with a business-centered tool like Salesforce. This summary was created with AI and reviewed by

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Salesforce Bolsters Customer Trust and Resilience with Net New ISO 22301Certification

We are thrilled to announce that Salesforce has achieved the prestigious ISO/IEC 22301:2019 certification, the globally recognized standard for Business Continuity Management (BCM). This milestone is a testament to our “Trust First” philosophy, guaranteeing that many of our flagship products are backed by the world’s most rigorous standards for uninterrupted service. When you build on

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How to Become an AI Business

Startups and small or medium businesses (SMBs) all over the globe are going all in on artificial intelligence (AI). But what does it really mean to become an AI business? We’re finding it’s less about building complex technology from scratch and more about using AI in ways that make your work better, faster, smarter, all

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How DePaul University Scales Student Success and Retention with Salesforce Data Cloud

DePaul University, located on two campuses in downtown Chicago, is the largest Catholic research university in the United States. Named for 16th-century French priest Saint Vincent de Paul and founded in 1898, DePaul University is recognized as a national leader in student-centered education, offering more than 130 undergraduate majors and over 170 graduate programs while

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5 Principles for Managing Your Data’s Compliance Lifecycle

Key Takeaways AI accelerates data growth, requiring a proactive strategy to mitigate risk, ensure compliance, and maintain customer trust. By following a five-principle framework — minimization, confidentiality, integrity, availability, and auditability — you can secure your data’s full lifecycle. Salesforce has solutions to help automate data protection, reduce risk, and streamline compliance from collection to

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