The GenAI Divide: Why 95% of Companies Aren’t Seeing ROI with Generative AI
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 […]
A New Era of Contract Execution with Revenue Cloud Advanced + Agentforce
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 […]
Analytics in an Agentic World with Agentforce and Tableau Next
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 […]
Less is More: Why Focused Salesforce Rollouts Drive Adoption and Reduce Risk
“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 […]
Get Started with AI: Don’t Wait for Perfect, Iterate to Success (Like Tony Stark!)
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 […]
5 Agentforce Takeaways from Salesforce Partner Summit: Your Guide to the Agentic Future
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 […]
Is Your CRM Holding You Back? Unlock Growth with Salesforce Financial Services Cloud
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 […]
On-Demand Webinar: AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue
On-Demand Webinar AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue Are your bankers bogged down by time-consuming, low-value tasks when they could be building more meaningful client relationships? Does your team lack the predictive insights to proactively engage accounts with the right offers at the right time? Join banking and data […]