CRM – Page 2 – Experiential Design Group

Financial Institutions Don’t Need Another Product, They Need a Trusted Partner

The Real Problem Isn’t AI. It’s Fragmentation. Every financial institution’s technology team is carrying the same quiet weight: a sprawling stack of point solutions where each solution promises to solve one specific problem and collectively make the whole organisation harder to run. There’s a CRM here. An analytics tool there. A collaboration platform bolted on […]

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Turn TikTok Scrolls into Sales: Inside Our New Agentic Commerce Partnership

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In the past three months, 27% of consumers have reported making a purchase on a social shopping platform. This is led by 48% of Gen Z consumers and 37% of Millennial consumers, according to Salesforce Shopping Index data. When it comes to TikTok, shoppers expect more than just mere introduction to new products. They also

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Winter ’27 Release Architect Highlights: Security, Agentic Architecture, and Governance

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The Winter ’27 Release retires legacy capabilities and introduces new platform features that can strengthen your security posture and open new ways to solve business needs. As your org’s architect, you need to make coordinated decisions about security, capacity, agentic architecture, and governance that apply to your environments. Use this guide to focus your Winter

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The No-Code AI Toolbox For Entrepreneurs: All the AI Tools

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Try Salesforce No code? No problem. The landscape for no-code AI tools for small business owners has changed fast — and there are real options that get you running in minutes, not months. Here’s the thing most AI tool roundups miss: Having more tools doesn’t mean getting more done. What lean teams actually need is

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Unpacking Dreamforce: Why Your AI Needs Trusted Context

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Imagine asking an AI agent to prepare an offer for a loyal customer. It finds their purchase history, spots an opportunity, and recommends the next product. But it misses the service case they’ve spent the past week trying to resolve. The offer might be relevant. The timing couldn’t be worse. Your team would want to

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Where’s the Party? Zero-Party Data Basics for Small and Growing Businesses

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Most small business owners think they need more customer data. What they actually need is better data — the kind customers hand over willingly, because they trust where it’s going. That’s the promise of zero-party data for small business: Instead of guessing at customer intent from clicks and cookies, you ask directly, and you get

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Agents Can Mimic Good Design. Ours Know Why It Works

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Key Takeaways Give coding agents structured design knowledge so they understand the standards and reasoning behind good decisions. Use skills, linters, and evaluations to make agent-generated experiences consistent, accessible, and trustworthy. Build an end-to-end pipeline that turns ideas into tested, production-ready designs engineers can use. This summary was created with AI and reviewed by an

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What’s New in B2C Commerce: The September 2026 Release

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Summer is officially over and the holiday season is closing in fast for retailers. Ecommerce teams have their hands full: Merchandisers are optimizing catalogs, marketers are racing to capture compliant customer consent without slowing down checkout, and developers and admins need to ship updates fast while keeping sites running smoothly. That’s a lot to keep

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Founder-led Sales Strategies: The Startups and Small Business Edition

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Try Salesforce Every founder is a salesperson — whether you planned it or not. In the early days, you’re the one who understands the product best — the one people want to hear from. That’s the heart of a founder-led sales strategy: Using your own connection to build a sales motion before you have a

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How West Marine Drives Revenue and Scalability with AI-Native Search and Agents

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For over 58 years, West Marine has been the go-to destination for water sports, fishing, and boating enthusiasts. Serving water lovers of all kinds means catering to a broad spectrum of customers from first-time boat owners who need step-by-step guidance to seasoned captains searching for exact, highly technical replacement parts. To serve both audiences online,

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