CRM

For field service teams, the difference between reactive chaos and proactive control often comes down to one thing: scheduling. As a consultant, I’ve seen how scheduling optimization isn’t just a technical upgrade — it’s an organizational breakthrough. In one of my recent projects, I helped a construction company make the leap from a fragile, spreadsheet-run […]

With over a century of global automotive leadership, Ford recently embarked on a significant digital transformation in South America, focusing on delivering personalized, impactful customer experiences. As an existing Salesforce customer since 2017, Ford started with Sales and Experience Clouds for lead management in Brazil, then, expanding the same strategy for other key markets in

We hear it from every corner: Do more with less. Keep productivity high.  That’s why we’re excited to announce our latest releases, focused on removing productivity blockers and empowering teams to hit targets faster.  Say goodbye to time-sucking sales process tasks with automatic opportunity record updates and agent-powered quoting. Say hello to smarter enablement with

Imagine a place you can go to dive into the latest tech, Salesforce products, business strategies, leadership tips, and even those all-important soft skills. What if all that learning was available for free and could be done on your own schedule? If that’s something you’ve ever dreamed about, or if you’re dreaming about it now,

Another Connections in the books! It was so great to see and meet many of you in person in Chicago. We had a fun and fulfilling two days of learning and networking. Our goal going into the event was to help prepare marketers for the age of AI agents. Our sessions took deep dives into

In modern Ops and SRE, the pressure is relentless. Teams grapple with stringent Time to Resolution (TTR) targets for production incidents, navigate a vast and ever-expanding landscape of applications and services, and often face critical knowledge bottlenecks where vital information is siloed or hard to find during high-pressure situations. To tackle these challenges head-on, Salesforce

Remember the very first spreadsheet you started to keep track of your customers? You created it with the hope of growing. That simple document probably served you well when you were just starting out. Spreadsheets are the natural first step for most small and medium-sized businesses (SMB) — they’re free, and flexible enough to handle

Traditional user experience (UX) work assumes you’re designing screens that will be built exactly as drawn. But generative development is changing that assumption entirely. With AI systems now able to assemble interfaces and create dynamic user experiences on demand, designers must move beyond familiar practices to embrace this fundamental change.  Instead of crafting single, finished

Here’s the reality: Customers want fast, flawless service, but your team is stuck using outdated tools while costs keep climbing. Our research finds that 82% of service reps say customer expectations are higher than ever. Yet those same reps are buried in repetitive tasks, toggling between systems, and struggling to keep up as response times