For years, the “modern sales stack” was a badge of honor. To be a top-tier revenue organization, you were told you needed SalesLoft for engagement, Gong for intelligence, Clari for forecasting, and a dozen other “best-of-breed” point solutions. But as we enter the era of agentic AI, this fragmented architecture has become the single biggest
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of
Is your sales team spending more time on data entry and manual tasks than on what truly matters: building relationships and closing deals? It’s a common problem, and for a long time, the answer has been more automation. But what if there were an evolution of AI that goes far beyond simple automation or generative
Why, despite all the hype and investment, are most companies still not seeing a return on their generative AI (GenAI) investments?According to a new report from MIT’s Project NANDA, a staggering 95% of organizations are getting zero P&L impact from their efforts. We’re now collectively referring to this phenomenon as “The GenAI Divide.” What’s keeping
For many organizations, the contract process is still a very cumbersome set of activities. Sales closes a deal, and then the real work — and risk — begins: provisioning customers (users), managing entitlements, fulfilling terms, and hoping nothing falls through the cracks. If your business depends on complex agreements, recurring revenue, or multi-product packaging, these
At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those
“We tried to do everything at once… and the project collapsed under its own weight.” We see it all the time: a bank or wealth firm embarks on a Salesforce Financial Services Cloud (FSC) journey with the best of intentions. The project team packs every possible feature, workflow, and integration into phase one. Everything but
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room, by the way, is a shrine to all things superhero — thanks, targeted advertising!) and I were watching a video the other day about Iron Man, and it struck me: Tony didn’t build his suit
Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly valuable to connect with Salesforce leaders and fellow partners and dive headfirst into the future of Agentforce. The energy? Electric! The focus on collaboration? Inspiring! Outside, the rain was coming down, which, honestly, made our
Let’s be honest, how’s your CRM really still working for you? Is it a seamless engine for growth, or a clunky, outdated system that’s constantly requiring bandaids and workarounds? If you’re starting to question whether your current system is truly serving you, you’re not alone. Many financial services firms are finding that their existing CRMs