CRM

The Salesforce Partner of the Year Awards recognizes the partners who are transforming how our customers work, decide, and grow. The 2027 Partner of the Year Awards represent a completely redesigned recognition program celebrating partner achievements in customer impact, technical innovation, and delivery excellence over the past 12 months. Winning submissions require two critical elements: […]

There’s a question every boardroom is stuck on right now: are we moving fast enough? It’s the wrong one to ask. I hear it constantly from CIOs, and in our first State of Agentic AI in the Enterprise report, we finally have the data to answer it properly. We looked at what more than 2,000

Two organizations can ingest the same documents and receive dramatically different AI responses. The difference may not be the model. It can be how the content was parsed, divided, enriched, indexed, and retrieved. Our previous article, Powering AI with Salesforce Data 360 and Unstructured Data, introduced the journey from enterprise content to grounded AI. Now,

Try Slack When was the last time your team had a breakthrough? A moment where ideas came together and something new took shape? For a lot of growing teams, those moments used to happen at whiteboards covered in marker and sticky notes. But today’s teams are spread across cities, time zones, and kitchen tables. Virtual

I’ve been watching an interesting shift happen across sales organizations. Frustrated by the cost, complexity, and rigidity of traditional incentive compensation management (ICM) tools, some companies are turning to LLMs and AI platforms to build their own compensation systems from scratch. But these solutions open the door to a myriad of problems that can amplify

Every time the business changes an approval rule, someone has to change the automation behind it. A threshold moves, or an approver chain gains a step, and the request lands on your team’s backlog: open the flow, add the branch, create a new version, regression-test, deploy. From a business perspective, approval rules are inherently dynamic. 

Key Takeaways Salesforce is the world’s #1 agentic CRM, helping humans, AI agents, and platforms drive customer success together.  With Salesforce, you’re getting 27+ years of rules and knowledge that you can use in the apps and tools your team wants to use — giving you the power of choice. With Salesforce, companies can use

Try FinServ CRM Your business hit a milestone last quarter. A new client signed on, revenue is up, and the team’s firing on all cylinders. But somewhere in the back of your mind, there’s a nagging thought: Are my finances actually in order? For founders, the gap between ambition and goals can be costly —