CRM

Design User-Friendly Salesforce Record Pages | Kate Clicks Through It

Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this click-through, we’re creating user-friendly record pages to […]

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7 Ways Slack and CRM Speed Up Sales for Small Businesses

Key Takeaways Slack integrated with ‌customer relationship management (CRM) provides real-time lead response, which is important for capturing and qualifying small and medium business leads instantly. Centralized data and real-time collaboration between sales, service, and marketing teams remove bottlenecks, accelerating internal approvals and shortening the sales cycle. Automated workflows and notifications, supported by smart tools

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How AI Audience Targeting Is Supercharging SMBs

Key Takeaways AI audience targeting shifts marketing from “spaghetti campaigns” to highly personalized with hyper-accurate customer segments. AI targeting enhances the entire customer journey, leading to improved sales forecasting, deeper personalization across service and commerce channels, and increased productivity by automating complex segmentation tasks. To effectively use AI audience targeting, small businesses need a unified

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Slack For Small Team Customer Service: The CX Booster

Key Takeaways Small businesses can increase productivity by 49% when using Slack to centralize information and automate tasks. Service solutions help scale operations by reducing costs through self-service options and resolving cases faster using intelligent automation and AI. The CRM suite (Starter Suite or Pro Suite) unifies the portfolio‌ — ‌sales, marketing, service, commerce, and

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What the Salesforce Certified Platform Administrator Exam Update Means for Admins

Salesforce recently refreshed the Salesforce Certified Platform Administrator Exam, effective December 15, 2025. If you’re preparing for the exam or planning your certification journey this year and beyond, this is one update you need to know about. The refresh doesn’t overhaul what it means to be a Salesforce Admin or what the exam tests at

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From Zero to Agentic Enterprise: A Startup’s Guide to Salesforce AI

AI Synopsis Loading Gathering AI Synopsis… If you want your startup or small business to grow fast – and who doesn’t? – then you need three things: speed, personalization, and efficiency. Luckily, Salesforce has you covered. Salesforce’s unified Agentforce 360 platform, combining customer relationship management (CRM), artificial intelligence (AI) agents, data, and trust, is key

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Modernize with Confidence: Moving from NPSP to Nonprofit Cloud with Stratus

For many nonprofits, the decision to move from Nonprofit Success Pack (NPSP) to Nonprofit Cloud (NPC), now known as Agentforce for Nonprofits (AFN), is no longer a question of “if,” but of “how.” The sector’s expectations have changed, and teams need more connected data for reliable reporting and a platform that scales without compounding technical

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