CRM

The New AI Trust Architecture: 5 Requirements for Agent-to-Agent Communication

In London in 1832, clerks from thirty-one competing banks gathered every afternoon on Lombard Street to settle accounts. Each bank had already mastered the basics — tracking debits, crediting accounts, settling balances. The unsolved problem was architectural: How do you enable daily transactions between competitors who fundamentally don’t trust each other? What they invented together

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How Kogan.com Automated 67% of Customer Inquiries and Tripled Resolution

Kogan.com is one of Australia’s largest pure-play online retailers, selling everything from televisions and appliances to mobile plans and insurance. The company’s model is built around competitive pricing and high volume, which means that when customers have questions, they arrive in the thousands. Most inquiries are predictable, such as “where’s my order?” (WISMO) or “how

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12 Social Media Advertising Tips: Startups and SMBs — Try These

Try the Marketing CRM for SMBs Being “social” used to mean showing up at events, handing out business cards, and hoping the right people called back. Now, it means running targeted ads on Instagram before your morning coffee, building look-alike audiences from your best customers, and activating artificial intelligence (AI) to write the copy while

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How Batteries Plus Reengaged Customers to Generate $15M in Pipeline with a Lean Team

Facing continued double-digit commercial growth, the enterprise bypassed traditional scale models by partnering with Rosetree Solutions to deploy Agentforce and unlock rapid outreach velocity in record time. After four years of exponential growth, Batteries Plus hit a roadblock. Some sales reps found themselves drowning in up to ten thousand accounts, with the clock ticking to

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How to Set Up Intelligence Briefs with Tableau Next and Slackbot Skills

Get the right insight to the right person—before they ask Picture this: It’s 8:25 a.m., your morning coffee is brewing, and you have a massive forecast review meeting in five minutes. Instead of scrambling across tabs, sifting through many dashboards, and filtering through a mountain of noise, a clean text brief pops up directly inside

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Balancing Security and Agility: Updates to Step-Up Authentication for Reports and Dashboards

At Salesforce, Trust is our number one value, from the inside out. As AI becomes more prevalent as a tool leveraged by bad actors, attacks become faster and less predictable. To help our customers guard against common attacks, like session hijacking, Salesforce continues to harden customer configured controls in the Salesforce Platform. Recently, we began

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