CRM

Try Foundations If you’re already using Salesforce and you haven’t heard about Foundations yet, you might be leaving some pretty powerful tools on the table. Salesforce Foundations isn’t a new product you have to budget for — it’s a free upgrade that’s already available to you, just waiting to be switched on. If your business […]

Key Takeaways You don’t need a technical background to succeed in tech sales.The most effective AEs win on relationships, business impact, and trust — qualities that transfer directly from industries like hospitality, real estate, and beyond. Transferable skills are the real differentiator in tech sales.Communication, coachability, and genuine curiosity about customer problems separate top AEs

Architects are expected to make sound decisions faster than ever, but speed without structured discovery can lead to overlooked requirements and costly rework. It’s widely accepted by now that AI can dramatically accelerate discovery when it’s guided effectively. Skills are a good way to get consistent analysis with AI. A skill is a reusable set

Key Takeaways Singapore’s Agentforce World Tour proved one thing: enterprise AI has moved from pilot to production, and Salesforce employees are leading that shift from the inside. Salesforce employees experience Agentforce and Slackbot as natural parts of their workday, building genuine fluency with the same AI their customers are looking to adopt. Salesforce is where

Learn more about AI Think about the last time your team felt truly in sync. Everyone knew their role, information flowed freely, and you actually had time to focus on the work that matters most. Now imagine that same feeling, but with artificial intelligence (AI) as part of the crew. That’s human-AI synergy — and

Once you’ve mapped Slack and Salesforce identities and scoped your integration user, you might assume that your identity design is complete. Inside your Salesforce-Slack connection, it is. A Deep Dive into Slack and Salesforce Integrations for Salesforce Architects covers how that mapping works and how every layer built on top of it, from record channels

At Compass Working Capital, a national nonprofit that works with families with low incomes, our mission is to narrow the racial and gender wealth divides in the U.S. We do that through one-on-one, client-centered financial coaching paired with a savings account. Everything we do starts with the relationship between a coach and a client. If

Try out Sales CRM Every sales opportunity represents a fresh start and a potential breakthrough. Because every deal matters, missing one could be a costly setback. For small and medium businesses (SMBs), the opportunities that come in are a sum of everything you do — and the tools you use. According to the State of