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...
Three Key Takeaways from Dreamforce San Francisco 2024
This 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
Unless you’ve been off-grid and offline for the past several years, you’ve witnessed the rapid rise of artificial intelligence (AI)...
Building a Strong Network of Salesforce Professionals at the Nebraska Summit
The inaugural Nebraska Summit marked a significant milestone for Salesforce professionals throughout the state. Organized by the Nebraska Summit planning...
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...
2024 Bankers Summit: 5 Key Takeaways
On 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
In 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
Salesforce 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
As 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
At Salesforce World Tour, speakers, industry leaders, and attendees turned their attention to AI — focusing on the ways it...