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Salesforce Genie

Salesforce Announces Genie

San Francisco – September 20, 2022 – Salesforce (NYSE: CRM), the global leader in CRM, today unveiled Salesforce Genie, a hyperscale real-time data platform that powers the entire Salesforce Customer 360 platform. With Genie, every company can turn data into customer magic, delivering seamless, highly personalized experiences across sales, service, marketing, and commerce that continuously adapt to

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Salesforce BI

Analytics Studio Salesforce

Analytics Studio Salesforce provides the foundational tool for building CRM Analytics assets—the lenses and dashboards that make up Analytics apps. Use Analytics Studio to explore your data and build lenses and dashboards with data visualizations that give you the insights to help you run your business. Store everything in apps— the containers of assets that

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Salesforce and Google Calendar

Salesforce, Gmail, and Google Calendar Integration

Facilitate a seamless integration of Gmail and Google Calendar with Salesforce to optimize your sales representatives’ workflow. According to McKinsey & Company, sales reps dedicate up to 28% of their day to email and calendars, emphasizing the need to integrate these applications. Integration yields several benefits: Integration aids key sales activities: Address common challenges faced

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Tableau vs Datorama

What is the Difference Between Datorama and Tableau?

In the current business environment, customer and prospect data serve as the driving force in most everything we do, emphasizing the importance of analyzing, understanding, and acting on accurate data for informed decision-making. Business Intelligence (BI) tools like Datorama and Tableau play an important role in facilitating these processes. This insight conducts a comparative analysis

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Salesforce Einstein Copilot

Salesforce Einstein AI

Salesforce Artificial Intelligence: Salesforce AI provides a reliable and scalable AI experience embedded in the foundation of their Einstein Platform. Leverage Salesforce’s AI capabilities within your customer data to create tailored, predictive, and generative AI solutions that cater to your diverse business requirements securely. Integrate conversational AI seamlessly into any workflow, user interface, department, or

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Salesforce Sales Cloud

Salesforce for the Inside Sales Team

Inside sales serves as the cornerstone of a thriving sales organization. The efficient model using Salesforce for the inside sales team enables the delivery of personalized human interactions. Salesforce facilitates rapid scalability. Inside sales involves sales representatives engaging with and selling to customers via phone or digital channels rather than face-to-face interactions. This approach not

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Salesforce AI

Einstein Opportunity Scoring

Let Salesforce’s artificial intelligence help you and your team focus on the right opportunities so you can close more deals with Einstein Opportunity Scoring. Each opportunity in Salesforce is given a score, from 1 to 99, which is available on opportunity records and list views.  Sales reps use these opportunity scores to identify top opportunities.

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Salesforce Service Cloud Voice

Salesforce Service Cloud Voice Explained

At times, communication is more convenient over the phone. Your customers know that.  And they expect you to know it too.  Salesforce Service Cloud Voice enables agents to handle calls, address customer concerns, and make outbound calls directly from the Service Console. This feature allows companies to efficiently manage customer phone interactions within the Salesforce

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Einstein Relationship Insights

Einstein Relationship Insights

Setting Up Einstein Relationship Insights: Configure ERI Insights to empower your sales team in managing relationships among individuals, companies, and their interactions. Follow these steps for enabling and configuring: Enabling Einstein Relationship Insights: To enable ERI, follow these steps: Understanding Einstein Relationship Insights (ERI): ERI, serves as an AI-powered research assistant, enhancing sales processes. ERI

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