CRM

Key Takeaways The Trends in Technology Report by Salesforce covers the future AI movement across small and growing businesses, including data, CRM, and AI agents.  Startups and SMBs are using accessible AI agents, integrated into core systems, to automate tasks and increase productivity, officially operating like enterprises. A unified CRM is the key to consolidate […]

As we step into the new year, it’s a great time to rethink how we use data to drive smarter decisions and more meaningful customer engagement. As customer data grows in volume and complexity, the ability to segment audiences with precision becomes a key differentiator for marketers and data teams. Marketers need to narrow their

As a global leader in service management, Salesforce is moving beyond digital support to the physical world. By bridging the gap between enterprise workflows and the real world, we are entering the era of Physical AI, where Agentforce agents can perceive, reason, and take action within our physical spaces to power the Agentic Enterprise. Today,

Key Takeaways To steward AI capital in 2026, CEOs must bridge the gap between financial mastery and technical AI fluency. True competitiveness requires redesigning the entire business into an agentic enterprise, not automating isolated tasks for incremental gains. Career paths may shift, and boards may rethink succession planning as a result of the new expectations

Key Takeaways An organizational chart is your company’s snapshot. It shows who does what, who leads whom, and how teams work together. To get started, keep it simple. Add names, titles, and reporting lines, then organize by team or project. Update it regularly to reflect how your business runs. Connect your org chart to your

Key Takeaways The difference between small business survival and failure often comes down to tools, data, and processes, not just passion. Building a resilient business is centered on four core pillars: mastering cash flow through accurate sales forecasting, deeply understanding your customer through unified data (CRM), treating your strategy as a living, data-driven document, and

If you’re a small or medium business (SMB) owner, you’re probably asked this question quite a bit: what’s the AI strategy for your business? This question implies that if you don’t have a business strategy in place for artificial intelligence (AI) tools and systems, it’s time you had one – because it equips your SMB

Following the primer on investigating Salesforce security incidents, customers have asked for more details on how to correlate logs to reconstruct what happened. The Salesforce Log Analysis Guide provides a general overview with links to related resources. While Salesforce’s core platform remains robust, threat actors continuously evolve their techniques to gain unauthorized access and steal