CRM

For decades, enterprise IT has reinvented itself — cloud, mobile, SaaS, AI — yet IT service management has remained largely unchanged. Employees still navigate clunky portals, submit tickets, and then wait. That model is no longer acceptable. The pressure is mounting – our research found an 18% surge in IT project requests and that 29% […]

User management is a huge responsibility to ensure the right people (both internal and external) have the right access. This includes creating and deactivating users, managing licenses, providing login access, understanding profiles, permission sets, and permission set groups, and troubleshooting user visibility issues. In fact, troubleshooting user management is something that admins everywhere report takes

Key Takeaways Social proof is the most effective, low-cost way for small and medium businesses (SMBs) to build credibility and convert leads. Growing businesses can focus on customer testimonials and aggregated data as the most accessible forms of external validation. Automate social proof collection by integrating CRM to identify happy customers using AI to help

Everyone’s seen the demo: An AI agent flawlessly handles a complex return or books a flight in seconds. Simple, right? But the real work of implementation is a bit more tricky. Somewhere between pilot and production lies the messy middle, where the struggle is real, particularly when it involves integrating an agent into your current

TDX returns to San Francisco and Salesforce+ on April 15–16, 2026. This year’s event offers unprecedented access to the architects behind our latest innovations, providing the deep-dive technical knowledge your team needs. For organizations looking to transition from legacy systems to an AI-first strategy, TDX is an essential stop for your enterprise’s journey. It’s an

Key Takeaways A self-service portal, or knowledge base, is essential for small businesses, as 80% of customers expect self-service options. The key to a successful self-service portal is defining the customer journey, auditing support data, and setting measurable goals like ticket deflection. For maximum efficiency and scalability, a knowledge base must be built on and

Key Takeaways Choosing the right ecommerce platform is about aligning features, scalability, and cost with your specific business goals. A platform should seamlessly integrate with your existing tools, especially your customer relationship management (CRM) system, to unify sales, service, and marketing data. Future-proofing your business means selecting a platform that offers robust mobile commerce, personalized

AI agents that rely on web search are vulnerable to “well poisoning” attacks, where adversaries publish fabricated but authoritative-sounding content designed to be retrieved during search. Think “AI Slop” for agents. Our research shows that when agents encounter this kind of planted content, they stop critically evaluating what they find and start accepting at face