What is Agentforce? Salesforce’s AI Agents Explained
Salesforce’s Agentforce is a suite of integrated tools for creating autonomous AI agents. Agents use powerful AI, data, and integration...
Digital Transformation in Banking: Trends, Challenges, and Future Insights
If you’ve been looking for the right opportunity to explore the concept of digital banking transformation, you’re in luck: we’re...
What is AI Copilot in CRM: Detailed Guide with Examples
Unless 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
Einstein Activity Capture seems a reasonable choice to anyone seeking to connect Salesforce and Outlook. But is this native solution...
Financial Services: Mastering Customer 360 and Client Engagement for Increased Customer Lifetime Value
In nearly every industry — from financial services and healthcare to education and manufacturing — the effort to successfully, securely...
How to Build a Sales Cadence in 2024: Examples and Best Practices
As most advisors and sales team members already appreciate, knowing how to build a sales cadence is important. Why? That...
5 Ways to Improve Digital Employee Experience—and Amplify Advisor and Sales Engagement
What 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
For 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
Today’s enterprises are increasingly reliant on customer data to support go-to-market teams, build customer relationships, fuel analytics, and inform key...
How to Increase Sales Productivity: 5 Essential Steps
Today’s client advisor and sales teams are under increasing pressure to perform. Consider the landscape. Seller activity volume is on...