CRM

Legacy commerce systems are costly to maintain, slow to innovate on, and prone to poor performance — but migrating to a new platform can feel like a daunting task. Business and technology leaders need a clear framework to understand the benefits, costs, and risks associated with any new investment. To help decision makers arrive at […]

Spring ’26 introduces Screen and Component Styling Overrides in Flow Builder, giving admins more control over how screen flows look and feel without custom code. As with any feature that expands customization, it comes with responsibility. Styling flexibility is powerful, but without a clear approach it can create inconsistency, or a screen that looks like

Key Takeaways This free financial projections template showcases forecasting projected income statement to give small business owners a clear, data-backed view of their future financial health. Regularly reviewing financial projections helps business owners make informed decisions about growth, secure necessary funding, and identify break-even points for long-term viability. The quality of your projections depends on

As one of the world’s largest human resources firms, Adecco staffs an astounding two million associates each day and partners with more than 100,000 clients around the world. The company’s mission is to provide sustainable and lifelong employability for its workers, helping jobseekers learn new skills and navigate a labor market that’s rapidly changing in

Salesforce has launched the new Agentforce Builder, a brand-new experience for building agents powered by an enhanced version of the Atlas Reasoning Engine. For admins, this new builder represents a meaningful shift in how much control, clarity, and confidence you have when designing agent behavior.  Previously, Atlas had a focus on retrieving and interpreting prompts.

We know why enterprises succeed — and fail — with AI. I’ve been shoulder-to-shoulder with customers from the early bot days to today, helping teams turn raw model capability into production-grade systems. Along the way, we’ve seen clear, measurable ROI from agentic AI — from Wiley increasing case resolution by 40% to Falabella autonomously resolving

Key Takeaways Free customer service training is available for small and medium businesses (SMBs) on Trailhead, Salesforce’s online learning platform. These free courses focus on service skills, ranging from foundational support terminology and business tool workflows like customer relationship management (CRM). With free customer support courses, startups and SMBs are rivaling big enterprise service. This

Key Takeaways Public relations (PR) for small business is the process that builds a positive relationship between a business and its public, built for growing teams. Use digital tools, including artificial intelligence (AI), to automate tasks and secure media coverage. Integrating PR efforts with a customer relationship management (CRM) tool maximizes marketing impact and measures

A customer selects a chat window and enters: “I canceled my earlier order, but you still charged my card twice.” An AI agent pulls up the account, sees duplicate transactions, initiates the refund, and asks the customer whether there is something else they require help with. Success: A ticket is deflected, no human was involved,