CRM

Data Overload? It’s Time to Archive and Breathe Easy

A growing business is exciting‌ — ‌more customers, more revenue, and, of course, more data. While data growth itself isn’t a problem, it can quickly become overwhelming without the right systems in place and lead to higher costs, sluggish systems, and difficulty staying compliant. This is where data archiving becomes vital. By regularly relocating inactive […]

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5 Mindset Shifts that Transformed the Agentic Experience of Salesforce Help

In the constantly shifting landscape of customer experience, help portals are critical touchpoints that can empower businesses and their customers – or send them spiraling into frustration. Salesforce Help, as an example, has 60 million annual visitors and over 750,000 pieces of content across 18 languages. That’s a lot of information to parse. We knew

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What Is Connections?

Connections is the must-attend event where marketers and AI agents connect. It’s the only event dedicated to exploring the future of marketing through agentic strategies. You will discover how to seamlessly blend marketing into connected experiences across sales, service, and commerce.  When and where is Connections? Connections 2025 takes place on June 11–12 in Chicago,

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4 Steps to Evolving Your Service Strategy with AI Agents

The goalposts in customer service are always shifting. As technology advances, what was “great” yesterday is simply “good” today. To stay ahead, your service strategy must evolve — and that’s where agentic AI, specifically Agentforce, can reduce time to value and increase self-service outcomes.  Unlike traditional chatbots, which never realized their potential due to their

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Personalize and Enrich Mobile Experiences with Data Cloud and Agentforce

Data Cloud is rapidly becoming the backbone for next-generation mobile applications, combining real-time customer insights, sub-second personalization, and seamless service integration. Customers can use Data Cloud as a backend to deliver personalized experiences, intuitive Agentforce interactions based on a customer interaction in the app, and streamlined customer feedback management utilizing unstructured context. In this post,

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How to Build a Sustainable Small Business in 5 Steps

Building a sustainable small business is like entering a new market. It requires careful planning, clear objectives, and a deep understanding of your stakeholders. Sustainability has become a make-or-break factor for businesses of all shapes and sizes. It’s no longer just a trend or an ethical obligation — it’s a strategic imperative that can promote

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Quota Relief: How and Why to Give It to Your Salespeople

The majority of sales representatives experience burnout — likely many on your team. Gartner found that 90% of sellers report feeling burned out from work. When this happens, salespeople feel crunched, and sales quotas feel out of reach.Quota relief can help burnout. Sales leaders take the pressure off their team for a bit so they can recharge,

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No-Code, No Problem: Why Admins Are the Future of AI-Augmented Work

Not long ago, writing code was the golden ticket to tech career success. Developers reigned supreme, and orgs raced to hire as many as possible. But as this CIO article points out, the tide is turning. Traditional development roles are cooling off, and artificial intelligence (AI) tools are doing more of the heavy lifting. But

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