CRM

Rumor has it that small and medium businesses (SMBs) aren’t ready for the big leagues. Despite their reputation for being competent and dedicated, some misconceptions about their readiness for larger-scale markets still linger. Our latest Small and Medium Business Trends Report dispels the three most common myths about small businesses once and for all. Are […]

Imagine this: It’s 2025, and you’re sitting in your office, reviewing your latest quarterly results. But instead of sifting through endless spreadsheets or static dashboards, a dynamic AI assistant is presenting real-time insights. It’s not just numbers on a screen‌. Your AI assistant is telling you which market trends are emerging, why your top product

Many field service operations are standing at a crossroads, staring down a future with artificial intelligence (AI).  It’s becoming increasingly clear that AI isn’t just a luxury. It’s a necessary tool to thrive — and maybe even survive — in our rapidly changing industry. In fact, our research finds that 83% of decision makers in

The adoption of artificial intelligence (AI) in business isn’t just a technological trend in the digital economy. It’s a vital component that is transforming the way we work. In fact, 94% of enterprise executives say AI transformation is critical to their success. However, only 11% of companies that begin implementing AI fully integrate due to

In today’s digital landscape, ensuring the security of customer data is one of the top priorities for Salesforce Admins. With the increasing frequency of security breaches, the need for robust protection of sensitive information is more critical than ever. Exposing services to the public internet inherently opens up vulnerabilities that can lead to unauthorized access,

B2B (Business-to-Business) customer service is complex, involving multiple relationship layers, big transactions, and specific support needs that need extra attention. With fewer but larger customers, the stakes are high. Our research shows that 88% of customers are more likely to buy again with good service, emphasizing the importance of getting it right every time.  Fortunately,

If you could create your ideal customer in a lab, who would they be? Where would they work? What needs would they have that only you could help solve? What would make them so uniquely suited to your product or service that they become a lifelong customer? These are the questions an ideal customer profile

Automation is one of our superpowers as Salesforce Admins, and modular flows make that power even stronger. If you’ve noticed, flows are everywhere! Your flow-building expertise is key to preparing your company for Agentforce by creating custom flow actions for agents. However, as we shift toward building autonomous agents, we must rethink our approach from