CRM

Many customers today manage multiple Salesforce orgs within their enterprise. A common challenge they encounter is making Data Cloud data accessible in orgs where Data Cloud is not enabled. In this post, we’ll cover how to do this using Apex and the Query API. Data actions, enrichments, and more Before we dive in, let’s quickly […]

Over the years, you’ve put a lot of money into your customer service centers. You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. And that was a smart move, because white-glove customer service – for both B2B and B2C – is essential for consumer goods (CG) brands who want to build long-term,

Data is crucial for financial services institutions (FSIs) to succeed. Whether you’re looking to understand your clients on a more personal level or looking to gauge the market to capitalize on industry trends, the ability to use data effectively can give you a significant competitive advantage.  But many FSIs are held back by data silos

So, you’ve sworn off commission spreadsheets and realized that sales incentive software will vastly improve efficiency, transparency, and your personal sanity. Problem solved, right? Not quite yet. If you’ve decided to invest in any new solution, your work is just getting started. There’s no shortage of sales commission software on the market, and trying to

Dreamforce is a whirlwind of innovation, interaction, and inspiration — especially for a first-time attendee. This will be my seventh conference, but there’s nothing quite like experiencing it as a newbie. It’s exhilarating, informative, and so much fun. But navigating sessions, networking, and the vast Dreamforce campus can be overwhelming.  As you gear up for

The history of software development is an ongoing pursuit to build increasingly higher layers of abstraction. More abstractions mean less boilerplate and infrastructure code, freeing up time to build differentiating features and innovation. Early applications had very few abstractions and were true monoliths, tightly coupling UI, business, and data access logic into a single code

When you’re running a business, especially at the start, it can be easy to get excited about a new contract and estimate your Annual Contract Value (ACV) with a bit too much optimism. It’s common to look at a new deal and think it might be the one that turns the tide, projecting future returns

Generative AI has officially entered its second act, driven by a new generation of AI agents capable of taking action just as deftly as they can hold a conversation. These autonomous AI systems can execute tasks, either in support or on behalf of humans through their ability to leverage external tools and access up-to-date information

Click here for part 1 of this blog. Building an ecosystem for thriving customer-driven relationships is a two-step process. The first step is honing a strategy and org structure that can support seamless handoffs between your internal departments no matter where the customer is in their journey. The second is having the data foundation in