CRM

Is your marketing relying on generic messages, paper statements, and a handshake? Whether they’re browsing products or making decisions about their finances, today’s customers expect immediacy, personalization, and above all, trust. But if your bank is still relying on static, one-way campaigns, you’re creating friction and pushing customers towards the always-on, digital experiences modern fintechs […]

Running your small and medium business (SMB) without business intelligence (BI) is like driving across the country with a paper map from the 1980s. Sure, you might reach your destination, but you’ll likely waste time, resources, and get lost along the way. Without BI, you miss out on data-backed insights that can help steer your

Have you ever walked around Connections and wondered, where are my people? Well, now you know exactly where they are. For the first time, we will have a dedicated Connections Community Hub space for marketers, by marketers. Connections will June 11-12 in Chicago. The Community Hub will be by the registration desk in Campground, Level

Ever wished your AI could “see” the images you’re working with or instantly “read” the PDFs you need to analyze? Large language models (LLMs) are already masters at understanding user intent, dissecting text, and crafting natural language responses. When integrated with Agentforce platform tools and safeguards, they become powerful AI agents ready to tackle customer

To help navigate the digital landscape for small businesses, we sat down with Boon Lai, SVP of Growth Marketing at Salesforce, to discuss how artificial intelligence (AI) and customer relationship management (CRM) are helping businesses expand and scale. From the democratization of AI to the importance of trusted data and the role of CRM, Boon

Imagine servicing your customers’ appliances before anything goes wrong — no frantic phone calls, no unexpected breakdowns, and no neighbors joking about who still has A/C while the other sweats it out. With Agentforce, a proactive autonomous AI application, that kind of maintenance is becoming standard. It helps your business stay ahead of problems and

As a learning designer, I’ve been exploring how AI can improve my work. Every time I dive into a tutorial or test a shiny new feature, I end up overwhelmed by jargon, edge cases, and hype. Upskilling for AI experience design can be frustrating, leaving me with one key question: What makes some AI skills