CRM

70% of my own clients — yes, you read that right — are a result of cold calling. No doubt about it: cold calling is harder than it used to be. But that doesn’t mean it’s not worth the effort. I freely admit that it’s a bit — OK, sometimes very — nerve-racking to pick […]

Generative AI has already transformed the way shoppers find products online. As a product manager focusing on search and SEO at Salesforce Commerce Cloud, I’ve seen first hand the significant shifts happening at break-neck speed in customer behavior and business strategy over the past year. Generative AI, in particular, is redefining digital commerce and influencing

How can AI help me? Whether they are willing to admit it or not, that’s the burning question many B2B marketers have in their minds. B2B marketers are under constant pressure to deliver more with less. They’re tasked with streamlining processes, prioritizing leads accurately, and measuring campaign performance with precision. It’s a tall order. While

Many customers today manage multiple Salesforce orgs within their enterprise. A common challenge they encounter is making Data Cloud data accessible in orgs where Data Cloud is not enabled. In this post, we’ll cover how to do this using Apex and the Query API. Data actions, enrichments, and more Before we dive in, let’s quickly

Over the years, you’ve put a lot of money into your customer service centers. You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. And that was a smart move, because white-glove customer service – for both B2B and B2C – is essential for consumer goods (CG) brands who want to build long-term,

Data is crucial for financial services institutions (FSIs) to succeed. Whether you’re looking to understand your clients on a more personal level or looking to gauge the market to capitalize on industry trends, the ability to use data effectively can give you a significant competitive advantage.  But many FSIs are held back by data silos

So, you’ve sworn off commission spreadsheets and realized that sales incentive software will vastly improve efficiency, transparency, and your personal sanity. Problem solved, right? Not quite yet. If you’ve decided to invest in any new solution, your work is just getting started. There’s no shortage of sales commission software on the market, and trying to

Dreamforce is a whirlwind of innovation, interaction, and inspiration — especially for a first-time attendee. This will be my seventh conference, but there’s nothing quite like experiencing it as a newbie. It’s exhilarating, informative, and so much fun. But navigating sessions, networking, and the vast Dreamforce campus can be overwhelming.  As you gear up for