CRM

How Agentic Marketing Automation Will Bring a New Era of Efficiency

Better, faster, and cheaper. Marketing leaders’ goals haven’t changed, but they’re now being driven by the surge of AI and agents. They aren’t being asked to do new things – they’re evaluating whether they can be done differently. Specifically, how can their teams be even more efficient? Agentic marketing automation can help by doing critical […]

How Agentic Marketing Automation Will Bring a New Era of Efficiency Read More »

Stop Guessing, Start Knowing: 4 Steps to a Data-Driven Audience Strategy

Let’s be honest — marketing data can be complex. Each customer interaction, whether it’s a purchase, a website visit, or an email open, provides valuable data that helps marketers better understand their target audiences. But making sense of it all, from first-party interactions to zero-party preferences, can be a major hurdle. Without a clear audience

Stop Guessing, Start Knowing: 4 Steps to a Data-Driven Audience Strategy Read More »

Invoke Agentforce Agents with Apex and Flow

Agentforce agents can serve two primary purposes for a business: assisting employees and interacting with customers. Employee-facing agents help employees enhance productivity by automating tasks, summarizing data, and assisting with actions within Salesforce, operating with the user’s permissions. Customer-facing agents, often found on websites or apps, act as “digital labor,” handling tasks like answering questions,

Invoke Agentforce Agents with Apex and Flow Read More »

What Is Sales Commission? Formulas, Examples, and Best Practices

The pressure is on.  About 69% of sales professionals say selling is more difficult now than in previous years, according to Salesforce’s State of Sales report. Even though it’s harder to sell, reps still need to hit their numbers. And in this ultra-competitive environment, morale can quickly take a dive. To keep your sales team

What Is Sales Commission? Formulas, Examples, and Best Practices Read More »

Data Warehouse Developer in the USA or Canada

The Data Warehouse Developer should have extensive knowledge of designing and implementing off-platform data solutions for customers with Salesforce.com Sales, Service, Community, Non-profit, and Education Clouds.  The Data Warehouse Developer will have experience with common Non-Profit and Education off platform storage use-cases and technologies. The Data Warehouse Developer will work to gather business and technical

Data Warehouse Developer in the USA or Canada Read More »

Considering an AI Agent? 6 Scenarios Where It’s Best To Think Twice

AI agents can do amazing things. They can handle complex returns for retail companies. They can help determine whether patients are eligible for clinical trials. They can also help homebuyers sort through loan options, a process that might otherwise be complex and confusing.  As impressive as artificial intelligence (AI) agents are, though, there are times

Considering an AI Agent? 6 Scenarios Where It’s Best To Think Twice Read More »