CRM

Key Takeaways Wellness programs aren’t just for big companies — small teams can see big returns on investment in employee health. Start small with simple, low-cost activities like walking challenges or flexible work options to build momentum. Connecting employee wellness to your core business technology, like your CRM, can help you measure impact and improve […]

When Salesforce was founded in 1999, one idea sat at the center of everything: that the most powerful thing a company can build is trust. Not just a product. Not just a platform. But a foundation built on trust for the customers, employees, and communities who’d build their futures alongside ours. That’s been the cornerstone

Your mobile workers aren’t alone in the field anymore. They now have AI agents, assistants that can supercharge their every move. Monitoring asset health across your entire operation. Scheduling appointments overnight. Summarizing work reports as they happen. We spent the last year building agentic solutions for field operations. As impressed as we’ve been with the

Key Takeaways Set up simple, consistent ways to ask customers for feedback, like quick surveys or follow-up emails. How to use customer feedback to make relevant changes to your product, service, or customer support. Use customer relationship management (CRM) technology to organize feedback and make it easy to act on. This summary was created with

Key Takeaways Maximize performance by separating active data from inactive records. Reduce primary data volume to accelerate workflows and lower costs. Keep historical data compliant and secure within the trusted Salesforce core platform. This summary was created with AI and reviewed by an editor. Do you have that one closet or drawer in your home

Capturing insights from in-person meetings can be a challenge. Teams often rely on ad hoc transcription apps or personal note-taking to document conversations. That means important context stays outside of Salesforce — and admins are left trying to bring consistency and governance to information that never made it into the CRM in the first place.