CRM

Key Takeaways Naming creates connection. Giving your AI agent a human name helps users feel more comfortable. It makes your brand feel familiar, friendly, and easy to approach. Functional names often work well for business tasks or B2B agent roles. Choose human or creative names to build personality for customer-facing services. Research before you decide. […]

Artificial intelligence (AI) is reshaping industries, redefining job requirements, and accelerating the pace of innovation. As it continues transforming the workforce, one question becomes increasingly important: How do we ensure everyone has the opportunity to build this future? Salesforce is proud to announce a new AI training curriculum in partnership with  Workforce Navigators — which

It’s upfront season in advertising. If you work in ad sales and you’re in the midst of it right now, know that we feel for you. If you aren’t, know this: upfront season is not for the faint of heart. Upfronts are essentially organized chaos. Within a matter of weeks, advertisers commit billions of dollars

For all the talk of scale in enterprise AI, it’s ironic that most of us interact with LLMs through an interface designed for doing things one at a time. The humble prompt window has been a productivity boon for knowledge workers thanks in no small part to its radical simplicity: ask almost anything and get

Key Takeaways Cost per lead (CPL) is a metric used to measure your marketing efficiency by calculating the spend to acquire a single lead. Identify which channels bring in the highest quality prospects for your sales team to pursue. Learn how to use automated tools, like CRM, to lower your acquisition costs while increasing your

When 82% of service professionals say customer expectations are higher than they used to be, service organizations end up throwing lots of ideas — and money — against the wall, hoping something sticks. Every week I talk to service leaders who are frustrated. Not because they don’t have technology — they have too much of

For the last decade-plus, marketing followed a simple, loud rule: broadcast. We pushed messages out, optimized for clicks and hoped our voice was convincing enough to persuade people to take the next step. News flash: That era is officially over.  We are at a massive turning point where the monologue of brand messaging is being

Building strong relationships with customers has never been more important for sellers. According to State of Sales research, 67% of customers increasingly require extensive education from sales professionals before buying, so making a meaningful connection is key.  With a focus on asking the right questions and actively listening to the answers, SPIN selling is a

In the world of financial services, trust isn’t just a buzzword—it’s the entire foundation of the business. That’s why we are beyond thrilled to share that Salesforce’s Agentforce Financial Services (formerly known as Financial Services Cloud) has been named the #1 Financial Services Software in G2’s 2026 Best Software Awards, proving that our financial services