Large language models (LLMs) like OpenAI’s GPT-4 have gained acclaim for their versatility across various tasks, but they come with significant resource demands. In response, the AI industry is shifting focus towards smaller, task-specific models designed to be more efficient. Microsoft, alongside other tech giants, is investing in these smaller models. Science often involves breaking
Ask ten small and midsize business (SMB) owners to define a customer relationship management (CRM) system, and you’ll likely receive ten different answers. For some, a CRM supports their sales process; for others, it measures sales or stores customer histories. However, the true value of a CRM lies beyond these basic functions, according to Adam
Businesses have increasingly adopted “chatbots” to provide quick answers to customer queries outside regular business hours or to route customers to the appropriate department after answering preliminary questions. While these chatbots can be useful, they often fall short in delivering the same level of value as human interaction, sometimes leading to frustration. Today, chatbots are
Salesforce Flow enables teams to create complex business automations with clicks, not code. This approach allows admins to manage more of the business logic, reducing the dependency on developers and increasing project velocity, thus delivering value to the business more quickly. However, deploying Salesforce Flows often poses significant challenges. In this article, we’ll explore why
Understanding the Demandbase One for Sales iFrame in Salesforce The Demandbase One for Sales iFrame (formerly known as Sales Intelligence) allows sales teams to access deep, actionable insights directly within Salesforce. This feature provides account-level and people-level details, including engagement data, technographics, intent signals, and even relevant news, social media posts, and email communications. By
Engagement History Dashboard Overview The Engagement History Dashboard, powered by CRM Analytics, enables sales and marketing users to explore and visualize key data. It can be embedded on campaign, account, lead, contact, person account, or opportunity records, with tailored widgets for each type of record. Account Engagement Dashboards give a 360 degree view. Account Engagement
Selling is both an art and a team effort, making it essential for your sales managers, business development reps, and account executives to have everything they need within their workflow. By streamlining the user experience, you can accelerate deal closures without the frustration of navigating through multiple tabs and tools. This article dives into how
Salesforce Set to Launch Autonomous AI Service Agents. Considering Tectonic only first wrote about Agentic AI in late June, its like Christmas in July! Salesforce is gearing up to introduce a new generation of customer service chatbots that leverage advanced AI tools to autonomously navigate through various actions and workflows. These bots, termed “autonomous AI
Salesforce Query Builder Effortlessly Build SOQL Queries for Salesforce Objects with Salesforce Query Builder. The Salesforce Query Builder is a powerful Chrome extension that simplifies the creation of SOQL (Salesforce Object Query Language) queries for administrators, developers, and power users. This tool addresses the common challenge of building complex queries directly within your Salesforce environment,
Understanding AI Agents: A Comprehensive Guide Artificial Intelligence (AI) has come a long way, offering systems that automate tasks and provide intelligent, responsive solutions. One key concept within AI is the AI agent—an autonomous system capable of perceiving its environment and taking actions to achieve specific goals. This guide explores AI agents, their types, working
Before generative AI became mainstream, tech-savvy retailers had long been leveraging transformative technologies to automate tasks and understand consumer behavior. Insights from consumer and future trends, along with predictive analytics, have long guided retailers in improving customer experiences and enhancing operational efficiency. AI for Consumers and Retailers improved customer experiences. While AI is currently used
The Role of Small Language Models (SLMs) in AI While much attention is often given to the capabilities of Large Language Models (LLMs), Small Language Models (SLMs) play a vital role in the AI landscape. Role of Small Language Models. Large vs. Small Language Models LLMs, like GPT-4, excel at managing complex tasks and providing
Post-Outage Recovery and Lessons from the CrowdStrike Incident Following the CrowdStrike outage on July 19, 2024, companies globally have been working to restore business continuity and enhance their resilience for future incidents. The outage, caused by a faulty content update, led to crashes on approximately 8.5 million Windows devices, affecting hospitals, airlines, and other businesses.
Guide to RAG (Retrieval-Augmented Generation) Retrieval-Augmented Generation (RAG) has become increasingly popular, and while it’s not yet as common as seeing it on a toaster oven manual, it is expected to grow in use. Despite its rising popularity, comprehensive guides that address all its nuances—such as relevance assessment and hallucination prevention—are still scarce. Drawing from
Workers in office jobs are missing out on essential AI training, crucial for adapting to the evolving labor market, according to a report from software giant Salesforce. Released Tuesday, the report is based on a series of anonymous surveys and reveals that approximately 70% of desk workers have not received training in generative AI. Furthermore,
