Salesforce

DECEMBER 2, 2024

Discover Agentforce Agentforce provides always-on support to employees or customers. Get started with CRM A customer relationship management (CRM) helps you stay organized by keeping all your customer info in one place. It tracks conversations, reminders, and follow-ups so you don’t miss out on anything.

CRM

Salesforce

AUGUST 15, 2024

Remote, hybrid, and onsite teams can operate smoother, respond to customer needs quicker, and achieve better results with less effort. For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. CRMs offer a comprehensive view of customer data. Back to top. )

Product

Salesforce

OCTOBER 14, 2024

With the technical sophistication that’s available now, the industry is rapidly evolving from assistive conversational automation to role-based automation that augments the workforce. Einstein Copilot was a generative AI-powered conversational assistant that derived its intelligence from a mechanism called Chain-of-Thought reasoning (CoT).

Engineering

Salesforce

MARCH 12, 2025

90% of SMB owners are already using AI to automate customer interactions. Technology is becoming more innovative with every passing day. One of the most exciting developments in technology is the rise of autonomous and assistive agents. They work alongside users to facilitate decision-making and manage tasks.

Represent

Salesforce

JANUARY 9, 2025

Your sales representatives can spend their time building relationships with customers instead of getting bogged down in administrative tasks such as scheduling meetings and creating invoices. Higher conversion rates One of the best ways to increase productivity and revenue is by improving your conversion rates.

Closing

Salesforce

OCTOBER 30, 2024

And because agents built with Agentforce have access to Salesforce customer relationship management ( CRM ) data like marketing, sales, service, commerce and industries, they provide real-time, data-driven insights, grounded in your business context, so teams and agents can make informed decisions and take action within the CRM environment.

CRM

Martech

OCTOBER 14, 2024

I am the first generative AI chatbot for marketing technology professionals. Marketing technology stack management: Ensure you have a well-integrated marketing technology stack that aligns with your marketing objectives. Tools: Customer relationship management (CRM) software (e.g., Hootsuite, Buffer).

Objectives and Key Results

RingDNA

APRIL 11, 2025

Fortunately, advances in sales technology have made it easier than ever for sales leaders to take on the role of data scientists. Conversations Per Day Key Question it Answers: How efficient are your reps at connecting with prospects? What it Measures: The number of times reps have actual conversations with leads each day.

Quota

Highspot

DECEMBER 9, 2024

Technology is imperative in todays world, and thats especially true for sellers. They need that technology to do their jobs, yes, but a glut of tooling means sellers focus more than they should on finding the right tools than their actual work. One of the most popular and powerful customer relationship management tools in the market.

GTM

Martech

DECEMBER 20, 2024

It learns from conversations in Slack channels and direct messages. This lets agents provide more relevant responses and actions based on the context of conversations. Practicing and preaching Salesforce is using the technology internally. This helps mitigate risks and ensures agents perform consistently and reliably.

CRM

Martech

SEPTEMBER 19, 2024

Yellow.ai’s VoiceX is an AI-powered customer service voice tool. VoiceX aims to enable more natural and effective AI-driven voice interactions for customer service. Viant Technology’ s ViantAI is an autonomous programmatic advertising platform.

Campaign

Highspot

JULY 7, 2025

Without sales enablement technology to drive ABS strategies, though, sales reps and account executives can’t deliver captivating customer experiences that close deals. Sales cycle length, pipeline velocity, win rate, and deal size all improve when GTM teams work together on executing account-based sales and marketing campaigns.

Sell

Highspot

JULY 3, 2025

Managers providing sales coaching and training Sales managers work one-on-one with individual reps and conduct monthly or bimonthly training sessions to ensure their teams know how to make the most of sales enablement content as well.

B2B

Salesforce

NOVEMBER 18, 2024

Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. Back to top. Back to top. ) Here’s your chance.

Service

Salesforce

SEPTEMBER 10, 2024

Over the years, you’ve put a lot of money into your customer service centers. You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. Aligning service and sales creates a seamless, connected customer experience and allows the two teams to support each other’s efforts.

Service

PandaDoc

MARCH 25, 2025

This guide explores how forward-thinking SMBs are leveraging modern technology to find shortcuts on the competitive sales highway, with practical strategies you can implement to transform your revenue operations starting today. Automate document creation Document creation and management is a huge sales efficiency opportunity for SMBs.

E-commerce

PandaDoc

MARCH 25, 2025

In order to really understand a business, you need to understand all of the different lenses of the employees and cater your conversations accordingly. Relationship building Transactional sales may not require extensive communication with customers.

Objectives and Key Results

Highspot

JULY 9, 2025

That is why every interaction inside and outside sales reps at manufacturing companies have with potential customers must be personalized, timely, and value-driven. This AI functionality helps new sales hires ramp faster by grounding their training in actual sales conversations and behaviors across the deal cycle.

Manufacturing

Salesforce

MARCH 26, 2025

Unlike humans, AI or agents like Agentforce are always on duty resolving customer queries at any hour. They can analyze real-time shopping trends, handle sales queries, and run end-to-end marketing campaigns to help increase conversions. This helps you win customer loyalty and ultimately boost revenue. What is an AI Agent?

Price

Salesforce

JULY 25, 2025

Understanding exactly where your business stands right now helps you make smarter decisions about everything — your team structure, workflow systems, customer relationship management (CRM) tools, and financial processes. Customer acquisition : Focusing on acquiring the first customers and gathering feedback.

Growth

Salesforce

JUNE 4, 2025

Walk into any customer service floor and you’ll hear conversations like this: “Sarah’s AHT is killing our SLA, but her CSAT scores are solid, so let’s check her FCR before we panic.” Because nothing frustrates a customer more than explaining their issue three times to three different people.

Service

Salesforce

FEBRUARY 3, 2025

Sales terms are words, phrases, and concepts used in sales conversations. Sales terms ultimately shape every stage of a deal: They set the tone at the start, guide the conversation toward solutions, and create clarity and confidence to drive the deal home. Back to top ) Get the latest articles in your inbox.

Objectives and Key Results

Salesforce

OCTOBER 29, 2024

Last year, we got an unexpected phone call telling us that our 20-year-old customer service management (CSM) system for our technical support organization would be deprecated. This was a huge shock — but as my company’s VP of global technical support, I quickly saw an opportunity to improve our technology.

Service

Salesforce

NOVEMBER 11, 2024

But the right technology, like an artificial intelligence (AI) assistant, or agent, for small business, can make a world of difference. Imagine having a digital partner that keeps your tasks on track, boosts your customer service, and makes daily operations smoother. Owning a small or medium-sized business (SMB) is no small feat.

Real Estate

Salesforce

JUNE 30, 2025

With technology leveling up every day, you don’t need to waste your time and money on everything. This includes creating and managing online stores, processing transactions, and engaging with customers effectively. Whether you’re selling products or services, online stores give you reach.

Cross-sell

Salesforce

JUNE 18, 2025

You have to make sure all your customer data is connected in one place. A solid customer relationship management (CRM) solution built for small businesses. Customer expectations are rising and competition is fierce. Technology is evolving faster, too. And the easiest way to do that? But the real challenge?

CRM

Salesforce

JANUARY 6, 2025

Sales teams can leverage AI-powered customer relationship management (CRM ) like Salesforce to boost efficiency. With tools like Agentforce , your sales team can gain a deeper understanding of customer needs and deliver more relevant recommendations, creating meaningful connections that drive sales.

Finance

Martech

DECEMBER 30, 2024

I expect these initiatives and hires to proliferate in 2025, said Eric Williamson, CMO of conversation intelligence company CallMiner. Customers arent just using keywords to find products and brands, theyre searching more conversationally. Many businesses will form AI councils or hire Chief AI Officers to lead AI transformation.

Retail

Salesforce

MARCH 20, 2025

That’s why many SMBs are using cloud technology to scale their businesses. In fact, 48% of SMBs leaders use cloud technology to backup and store data that helps them grow and scale. What you’ll learn: What is cloud computing technology and how does it work?

Technology

Salesforce

NOVEMBER 14, 2024

Let’s look at how proactive customer service can set yourself apart from the competition and build strong lasting connections with your customers. What you’ll learn: What is proactive customer service? What are the key benefits of proactive customer service?

Trust

Salesforce

APRIL 7, 2025

The right mix of AI and human support helps small businesses respond quickly, personalize interactions, and build better relationships. Unlike traditional chatbots that follow a fixed script, AI chatbots learn from conversations. The more they interact, the better they get at understanding customer needs.

Service

Martech

JUNE 30, 2025

These capabilities can significantly improve engagement and conversion rates. Social media management tools Tools that focus solely on scheduling posts and basic engagement metrics may be at risk as AI-driven solutions emerge, offering advanced capabilities like sentiment analysis, audience targeting and automated content generation.

Customer Relationship Management

Salesforce

MARCH 24, 2025

Poor routing that connects customers with agents who lack the right expertise causes more frustration and inefficiency. And rigid, siloed workflows that prevent bots from accessing customer relationship management (CRM) data and past customer interactions means you guessed it more disconnected and inefficient support.

Customer Relationship Management

Martech

MAY 21, 2025

By reducing missed logs and eliminating manual steps, youll have a more complete picture of your customer conversations. Its ideal for field sales teams, customer success reps and anyone who relies heavily on email outside the HubSpot platform.

Objectives and Key Results

Salesforce

MAY 13, 2025

To help navigate the digital landscape for small businesses, we sat down with Boon Lai, SVP of Growth Marketing at Salesforce, to discuss how artificial intelligence (AI) and customer relationship management (CRM) are helping businesses expand and scale. Boon, thank you so much for joining us today.

CRM

Salesforce

MAY 12, 2025

Proactive customer service means anticipating customer issues and addressing them before they become problems. This approach involves using data, technology, and insights to understand customer behavior and potential pain points, enabling preemptive actions that enhance the customer service experience.

Service

Salesforce

MAY 27, 2025

The goal is to survive and scale efficiently, often through technology or disruptive business models. Many use technology and innovation to disrupt existing industries. Tools to consider for both startups and SMBs Technology investments are reshaping how businesses operate. Here are six must-have tools to get started.

CRM