CRM

The Agentic Advantage: How Private Equity Is Accelerating Exit Readiness

Key Takeaways Exit readiness is built in daily operations, not at exit. The best-performing firms operationalize exit readiness early by embedding predictability, governance, and repeatability into core workflows, reducing diligence risk and increasing buyer confidence. Agentic workflows drive measurable value fast. Starting with high-volume workflows in sales, service, and revenue operations delivers faster sales cycles, […]

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Heart-Centered Leadership: The Well-Balanced Business Strategy

Key Takeaways Heart-Centered Leadership (HCL) is defined as a well-balanced business strategy that leads with team connection and transparency. Businesses can scale with an HCL strategy because teams are cared for, heard, and understood.  Teams can integrate their HCL strategy with a business-centered tool like Salesforce. This summary was created with AI and reviewed by

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Salesforce Bolsters Customer Trust and Resilience with Net New ISO 22301Certification

We are thrilled to announce that Salesforce has achieved the prestigious ISO/IEC 22301:2019 certification, the globally recognized standard for Business Continuity Management (BCM). This milestone is a testament to our “Trust First” philosophy, guaranteeing that many of our flagship products are backed by the world’s most rigorous standards for uninterrupted service. When you build on

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How to Become an AI Business

Startups and small or medium businesses (SMBs) all over the globe are going all in on artificial intelligence (AI). But what does it really mean to become an AI business? We’re finding it’s less about building complex technology from scratch and more about using AI in ways that make your work better, faster, smarter, all

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How DePaul University Scales Student Success and Retention with Salesforce Data Cloud

DePaul University, located on two campuses in downtown Chicago, is the largest Catholic research university in the United States. Named for 16th-century French priest Saint Vincent de Paul and founded in 1898, DePaul University is recognized as a national leader in student-centered education, offering more than 130 undergraduate majors and over 170 graduate programs while

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5 Principles for Managing Your Data’s Compliance Lifecycle

Key Takeaways AI accelerates data growth, requiring a proactive strategy to mitigate risk, ensure compliance, and maintain customer trust. By following a five-principle framework — minimization, confidentiality, integrity, availability, and auditability — you can secure your data’s full lifecycle. Salesforce has solutions to help automate data protection, reduce risk, and streamline compliance from collection to

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Beyond the AI Hype: Five Trends That Will Transform Business in 2026

As 2025 comes to a close, I’m struck by a paradox: the AI industry has never been more capable—yet the discourse has never been more confused.  The loudest debates right now center on AGI (artificial general intelligence), an ill-defined, constantly shifting target that moves with every benchmark we conquer. Meanwhile, the most meaningful advances are

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The Beginner’s Guide to Developing a Website

Key Takeaways Successful website development starts with clearly defining your audience, business goals, and conducting thorough keyword research. Beginners should opt for a Content Management System (CMS) or a website builder over manual coding to balance ease of use with necessary customization. Prioritize clear navigation, fast loading times, mobile responsiveness, and high-quality, keyword-optimized content to

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