CRM

Customer service today is dominated by artificial intelligence (AI), and for good reason. AI can do everything from handling routine tasks with unparalleled speed to analyzing customer data and offering personalized recommendations. These are need-to-haves in a time where 77% of customers expect to interact with someone immediately when they contact a company, and 65% […]

When Jason Greenwood started at Delta Dental of Arizona (DDAZ) in early 2023, he had one goal: to modernize the company’s marketing. The dental payer was sending simple batch and blast emails to its subscriber base, but Greenwood wanted to do more, specifically an integrated member experience with personalized journeys.  Greenwood was familiar with Salesforce

A finance team streamlines operations, thanks to an AI agent that reconciles transactions, flags discrepancies, and generates reports in seconds. A product manager accelerates go-to-market strategies via an AI agent that instantly analyzes customer feedback and predicts trends. A salesperson, once drowning in paperwork, now spends their time closing deals, armed with AI-driven insights that

Salesforce is committed to delivering a high-quality user experience and making a positive impact for our customers by allowing customers to focus on strategic tasks while improving overall efficiency and user satisfaction. A key part of this is ensuring that our products are accessible to all, including people with disabilities. To meet the growing need

Not every business is keeping up with digital advancements, and the gap between those who do and those who don’t is growing. This is called the digital divide. Small and medium businesses (SMBs) like yours need the right tools to stay competitive. Many businesses are already using artificial intelligence (AI)  to improve efficiency and customer

Small and medium-sized businesses (SMBs) are like plants — they need nurturing, care, and attention. You want them to grow big and strong. Scalability is like giving your plant the right tools to grow, even if you don’t have a giant garden and fancy tools, like say, big competitors. It means using smart systems and

One workflow and one dataset: it’s an ideal state for marketers. Imagine a scenario in which marketing, sales, commerce and service teams are connected, providing a unified and consistent customer experience. All the data is in one place, so there’s no need to waste time with multiple sources. Now bring in an agentic AI layer

Landing your first order is a major milestone for any small or growing business. It’s an exciting step in your journey as a business owner and a reminder that every detail plays a role in building a successful venture. Plus, invoices mean you get paid. From writing a business plan to creating professional, accurate invoices,