CRM

When you’re running a business, especially at the start, it can be easy to get excited about a new contract and estimate your Annual Contract Value (ACV) with a bit too much optimism. It’s common to look at a new deal and think it might be the one that turns the tide, projecting future returns […]

Generative AI has officially entered its second act, driven by a new generation of AI agents capable of taking action just as deftly as they can hold a conversation. These autonomous AI systems can execute tasks, either in support or on behalf of humans through their ability to leverage external tools and access up-to-date information

Click here for part 1 of this blog. Building an ecosystem for thriving customer-driven relationships is a two-step process. The first step is honing a strategy and org structure that can support seamless handoffs between your internal departments no matter where the customer is in their journey. The second is having the data foundation in

Allow me to be a little blunt: businesses reflect their org chart to the customer way too often. Every interaction with a different department feels like a new starting point and reintroduction to the brand. That makes for a frustrating experience because the customer has to rewind to the beginning every time they engage with

A profitable business is a successful business. But if you focus only on revenue, you might miss the key to your success: your customers. Measuring customer lifetime value (CLV) helps you understand your customers. This metric provides insights into your customers’ history, buying habits, and vulnerability to churn. Understanding your customers’ buyer journey helps you

With DevOps Center, teams can improve the change and release management process when developing with Salesforce. It allows entire teams to take advantage of modern DevOps best practices, whether they choose to use DevOps Center’s click-based user interface or existing modern tooling like the Salesforce CLI or IDEs. In this blog post, we’ll explore two

Winter ’25 is almost here! Learn more about Conditional Field Formatting and check out Be Release Ready to discover more resources to help you prepare for Winter ’25.  The challenge with configuring visual indicators today Creating custom visual indicators to call attention to key fields is a common Salesforce configuration requirement. Visual indicators make it

Nine out of 10 sales teams currently use indirect sales, and of those who don’t, 58% expect to within a year, according to the latest State of Sales report. I’ve seen how indirect sales can be a game changer for businesses looking to scale quickly. It’s a strategy I’ve personally used to help companies expand