CRM

How HLS Personalization is About to Revolutionize Patient and Member Experiences

The Health and Life Sciences (HLS) industry is experiencing a fundamental shift driven by changing consumer expectations, tighter regulations, and a surge in digital innovation. Its ecosystem has a wide spectrum of players, especially within the United States. They include providers, payers, pharmaceutical and medtech organizations, and the public sector. Within all of these, there’s […]

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Test Your Way to Smarter Service Replies Using Prompt Builder

If your service reps are feeling the pressure, they’re not alone. According to the latest State of Service report, 86% say customer expectations are higher than ever. That’s where you come in. As an admin, you’re the one making sure your team has the tools to meet those expectations. Enter: Service Replies. This artificial intelligence

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Right Tech, Right Tools, Right Time: How to Fix Your Field Service Scheduling

Field service scheduling is like solving a constantly evolving puzzle. The challenge? Getting the right technician, with the right skills and tools, to the right job at the right time. But with unexpected delays, last-minute cancellations, and fluctuating customer demands, keeping schedules efficient is easier said than done. Our research shows that scheduling is the

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Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

As a kid, I always wanted to be like Marty McFly from the Back to the Future film franchise. I had countless dreams about driving the DeLorean DMC-12. That car looked like it came straight from the future—gull-wing doors, stainless steel body, and pure sci-fi magic. But in reality, much like many hyped innovations, the

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Can You SPEAK AI? Build an Effective Prompt Framework

Clear communication is a fundamental skill that helps us connect, collaborate, and avoid misunderstandings. This is just as true when interacting with AI, where a well-defined framework for our instructions, known as prompts➚,can significantly impact the usefulness and accuracy of responses. But crafting great prompts isn’t always straightforward. How do we ensure AI understands and

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Empower Your Service Reps With Customized Prompt Templates for Service Replies

As Salesforce Admins, you play a key role in delivering a smooth experience for internal teams at your company by customizing and maintaining the tools that make their day-to-day easier. One powerful tool you can leverage is Service Replies, which uses generative artificial intelligence (AI) to assist your service reps by suggesting responses directly within

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10 Creative Referral Program Ideas to Grow Your Business

Think about your favorite neighborhood coffee shop or that fantastic hair salon you can’t stop recommending. How’d you find them? More than likely, a friend’s raving recommendation brought you. That’s the beauty of word-of-mouth marketing, making satisfied customers your best advocates.  Small and medium-sized businesses (SMBs) and startups can reap the benefits of a good

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