CRM

Salesforce Connections has always been a defining moment in my professional year. As I prepare to attend for my fourth time, I can’t help but reflect on how much this event has shaped my career. Not only have I learned so much about the rapidly evolving world of tech, but I’ve also had the incredible […]

Key Takeaways As AI shifts from answering to acting, ungoverned agents make costly, irreversible business decisions. A unified governance layer prevents risky agents by enforcing real-time policies and data checks. Scale trusted agents securely through three deliberate governance stages: Unlock, Trust, and Activate. This summary was created with AI and reviewed by an editor. AI

The “last mile” of engagement — the face-to-face interaction between a field rep and a healthcare provider (HCP) — has always been critical. Yet, for years, this vital connection has been stifled by administrative friction. Field reps, who should be strategic partners to physicians, often find themselves buried in spreadsheets, hunting for order statuses, or

Information harmony with Salesforce SIS wins over Higher Education. A Student Information System cannot remain a back-office database. In order to realize the true value, we need it to be a connected platform that supports the full student lifecycle, from recruitment to graduation and the journey beyond. Amongst the most important stakeholders of a higher

Key Takeaways AI CRMs are now available to small and medium businesses (SMBs) through Salesforce. To get ready for an AI CRM, you need to centralize, cleanse, and organize your data. With an employee agent, small teams now have an AI assistant that can help with communication and collaboration. This summary was created with AI

Building a robot is incredibly difficult. And selling robots is only one part of the value chain. The real test — and the real revenue — comes after the robot leaves your factory. The more lucrative opportunity — offering roughly 3x greater margins —  is guaranteeing uptime through ongoing service agreements. Most robotics OEMs, however,

In the AI SaaS Economy, the winning strategy for ISVs is simple: productize your unique IP and build for autonomous outcomes while you let us provide the heavy infrastructure. The Salesforce Summer ’26 Release delivers the tools to build with speed, establish enterprise trust, and reach new commercial frontiers in this new era. This guide

Key Takeaways Email marketing can be a great avenue for small and growing businesses to promote an ecommerce storefront. Email marketing automation can be scheduled with CRM tools like Salesforce. Hyperpersonalizing email interactions with AI can build the kind of loyalty that keeps people coming back to your shop. This summary was created with AI

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.