CRM

For most financial services firms, there’s a huge, risky gap. On one side, you have your compliance team, buried in dense regulatory documents and policy manuals. On the other side, you have your frontline bankers, advisors, and service agents, both human and digital, just trying to help customers and grow the business. How do you

Today’s B2B purchases rarely sit with a single decision-maker. They involve buying groups that span the entire organization. In fact, Forrester found the average buying group includes 13 stakeholders across departments and functions. And the expectations of these buying groups are only rising, with 81% of buyers wanting to form longer-term connections that transcend individual

When every dollar counts, and the right customer relationship management (CRM) can feel like hiring an extra team member. For startups and small businesses, every resource matters. You need tools that help you organize customer relationships, strengthen sales, speed up marketing, and keep support running smoothly — all without draining your budget.  That’s where a

When I first came across the concept of Zero Copy for Data 360, I wondered how it worked. I wanted to investigate further. I learned that Zero Copy eliminates the need to move data, enabling organizations to act upon it directly where it resides without duplication and in real time. It seemed like a highly

At Salesforce, we’re committed to delivering exceptional user experiences that empower our customers to achieve their goals. Our most recent achievement is the general availability of SLDS 2, the latest design system for Salesforce products built on the Lightning platform. This release marks a significant milestone in our journey to create a more intuitive, cohesive,

[Image credit: Salesforce] December 3 is International Day of Persons with Disabilities (IDPD), a global celebration of the achievements and invaluable contributions of people with disabilities. This year’s theme, “Fostering disability-inclusive societies for advancing social progress,” highlights a powerful truth: the inclusion of people with disabilities isn’t just about representation — it’s about access, equity, and ensuring their

“Trust is earned in drops and lost in buckets.” That’s how Lara Pangilinan, Regional Sales Director, Philippines, sums up her approach to leadership. It’s also how she builds connections in one of the most relationship-driven markets in the world. Her path to sales leadership hasn’t been traditional. She’s moved through marketing, operations, and sales, with