DEMO: Salesforce Data Cloud Service Accelerator
Demo Salesforce Data Cloud Service Accelerator The Salesforce platform has everything you need to serve your existing customers. But do all of your customer service agents have access to the real-time data they need to solve customers’ problems? How are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, […]
On-Demand Webinar: CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses
On-Demand Webinar CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses The combination of AI and CRM has the power to provide today’s tech businesses with the actionable insights and harmonized data they need to succeed. But with so many new advancements, how are you keeping up with the […]
How to Use Einstein GPT in Salesforce and Other Generative AI Solutions
Authors: Paul Harmon and Josh Fleischer Interested in getting the most out of generative AI embedded in CRM? Many companies are. A recent study by McKinsey indicated that commercial leaders think organizations should be using machine learning and generative AI “often” or “almost always.” Salesforce recently announced a partnership with generative AI giant OpenAI, and rolled out a […]
4 Reasons to Integrate Your Wealth Team into Your CRM
Should you have a separate Salesforce org for wealth management or should you integrate it into your financial institution’s overall Salesforce org? It’s a question many financial institutions find themselves asking. One thing is certain though: every financial institution requires a CRM, and Salesforce Financial Services Cloud stands out as the best choice. Designed specifically […]
Want to Understand Deposit Relationships? You Need to Unify Customer Data
Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape, financial institutions are no longer solely evaluated against their industry peers but rather against the customer experience observed across all facets of an individual’s life. Customers expect their financial services provider to have up-to-date and […]
Tableau Takeaways from a Recent Salesforce Data Cloud Partner Workshop
I attended the Salesforce Data Cloud Partner Workshop in Washington, D.C. at the end of May and gained more context for how businesses can take advantage of the power of Data Cloud and important requirements for successful implementations. Here are some of my key takeaways and thoughts coming away from the two-day workshop. Salesforce Data […]
On-Demand Webinar: Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech
On-Demand Webinar Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech Learn the true value of Revenue Intelligence from experts at the forefront of medtech innovation and revenue excellence. Find out where the real dollars are in your pipeline, where bookings are coming from, how to inform executives where the organization is going […]
Salesforce Dynamic Forms: Beyond Drag-and-Drop Design
2024 update: Get the latest on Dynamic Forms (and more) in my most recent blog: Salesforce Dynamic Pages: Enabling a More User-Centric Design Approach. — Designers, consultants, and developers are constantly faced with challenges of user adoption and change enablement. In order to ease and possibly eliminate these challenges, it is essential to practice user-centered […]
Latané Conant on the Potential of Generative AI
Einstein GPT, Tableau GPT, ChatGPT… Generative AI has emerged in the market with incredible buzz. But what are the real use cases and tactical approaches companies can take advantage of and employ right now? How can they plan for an increasingly AI-supercharged future? Latané Conant, Chief Market Officer at 6sense, discusses the real-world power of […]