CRM

What are AI Models for Startups? Predictive, Generative, Agentic

Artificial intelligence (AI) is changing the way you grow your startup or small and medium business (SMB), helping you work smarter, automate tasks, and make data-driven decisions. But with so many different AI models available, how do you know which one is right for your business? Should you use predictive AI to anticipate customer behavior?

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Getting Closer to Your Customer in the New Normal

Today’s economy is turbulent. Geopolitical shifts, supply chain disruptions, and trade wars contribute to this. Rapid technological advancements in artificial intelligence (AI) also play a role. This roller coaster ride might seem like an anomaly. But all this turbulence, might very well  become the new normal. Fasten your seat belts. The global marketplace is volatile.

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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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