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)...
Author Archives for Kenzie Gunn
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...
5 Ways to Improve Digital Employee Experience—and Amplify Advisor and Sales Engagement
March 18, 2024 4:54 pm Leave your thoughtsWhat is digital employee experience? Think of your office as your wheelhouse — a place that’s organized specifically to suit...
4 Ways Relationship Intelligence Fuels Advisor and Sales Engagement
March 5, 2024 3:52 pm Leave your thoughtsFor years, enterprises that gather customer data (read: pretty much all enterprises) have struggled to bring it together, assure its...
Compliance with Regulations: Five Data Stewardship Rules to Preserve Peace of Mind
February 12, 2024 6:11 pm Leave your thoughtsToday’s enterprises are increasingly reliant on customer data to support go-to-market teams, build customer relationships, fuel analytics, and inform key...