What is Agentforce? Salesforce’s AI Agents Explained
November 28, 2024 4:32 pm Leave your thoughtsSalesforce’s Agentforce is a suite of integrated tools for creating autonomous AI agents. Agents use powerful AI, data, and integration...
Author Archives for Kenzie Gunn
Digital Transformation in Banking: Trends, Challenges, and Future Insights
October 30, 2024 9:52 pm Leave your thoughtsIf you’ve been looking for the right opportunity to explore the concept of digital banking transformation, you’re in luck: we’re...
Three Key Takeaways from Dreamforce San Francisco 2024
October 3, 2024 7:29 pm Leave your thoughtsThis September, Salesforce welcomed over 50,000 attendees to Dreamforce San Francisco 2024 for an in-depth look at AI’s growing influence...
What is AI Copilot in CRM: Detailed Guide with Examples
August 20, 2024 9:41 pm Leave your thoughtsUnless you’ve been off-grid and offline for the past several years, you’ve witnessed the rapid rise of artificial intelligence (AI)...
Guide to Einstein Activity Capture: All You Need to Know
July 17, 2024 2:58 pm Leave your thoughtsEinstein Activity Capture seems a reasonable choice to anyone seeking to connect Salesforce and Outlook. But is this native solution...
2024 Bankers Summit: 5 Key Takeaways
July 9, 2024 8:03 pm Leave your thoughtsOn May 15th, we were thrilled to be part of the collaborative spirit at the 2024 Bankers Summit in Toronto....
Financial Services: Mastering Customer 360 and Client Engagement for Increased Customer Lifetime Value
June 4, 2024 6:45 pm Leave your thoughtsIn nearly every industry — from financial services and healthcare to education and manufacturing — the effort to successfully, securely...
Dreaming Big at Salesforce Education Summit San Diego 2024
May 30, 2024 8:55 pm Leave your thoughtsSalesforce Education Summit 2024 helped education leaders dream big with more than 90 sessions focusing on the potential of CRM...
How to Build a Sales Cadence in 2024: Examples and Best Practices
May 23, 2024 5:38 pm Leave your thoughtsAs most advisors and sales team members already appreciate, knowing how to build a sales cadence is important. Why? That...
Key Takeaways from Salesforce World Tour NYC April 2024
May 6, 2024 3:37 pm Leave your thoughtsAt Salesforce World Tour, speakers, industry leaders, and attendees turned their attention to AI — focusing on the ways it...