CRM

Everyone’s talking about agentic AI and its promise of transformative efficiency and unprecedented automation. But the terminology is piling up faster than your unread Slack messages. If you don’t keep up, it’s easy to fall behind. Don’t let confusion over agentic artificial intelligence (AI) lingo be a roadblock to adoption: This glossary will help you […]

Big budgets and large teams aren’t the norm for small and medium-sized businesses (SMBs) anymore. You have to be smart about where you spend and who you hire. That’s why many businesses today are running with smaller teams, outsourcing work, or going fully remote. It helps cut costs and keep things flexible. But it also

Almost every small or medium business (SMB) could benefit from a Chief Revenue Officer (CRO), but few can realistically justify the cost of hiring one. CROs are high-value executives who deliver big benefits but also come with a hefty, six- or seven-figure price tag. That’s fine for enterprise-level brands. However, for companies just starting out

Last month, Own products officially became part of the Salesforce Platform. What does this mean for you? With Own security product capabilities now integrated into Salesforce Shield and Security Center, your organization can strengthen its security posture faster and more comprehensively than ever before. Additionally, the introduction of Backup & Recover, Data Mask & Seed,

Despite years of diversity initiatives and corporate promises, many women in insurance continue to face deeply entrenched challenges that can limit their advancement and impact. The insurance sector is now at an important juncture‌ — ‌continuing to work toward embracing the contributions of women will help create a more dynamic, efficient, and successful industry. But

You start a business, and people love what you’re selling. Money comes rolling in. Congratulations are in order. One important question, though: Is that money revenue vs. profit, and does the answer matter? If you want to keep your winning streak going, it does. In fact, understanding the differences between revenue vs. profit is key

Agentforce utilizes data from your CRM and apps to provide insights and take action on your behalf. Developers guide the Agentforce reasoning engine in orchestrating actions through topic instructions. Sometimes, these instructions need to include important business rules, written in plain, simple language. These rules often use data or responses from private actions. However, writing

As the founder of a sales advisory service, I am often asked to analyze businesses for all kinds of fundamental metrics — revenue, cost of goods sold, and profitability. While one company might be satisfied with a higher dollar amount of profit than another, if they really want to compare competitors of any size with

No matter how great your brand is, bad customer service can drive people away faster than you think. In fact, our research finds that 67% of customers feel frustrated when their issues aren’t resolved instantly. A customer might not always notice flawless service. But get it wrong one too many times, and that customer might