CRM Archives - Page 8 of 16

08Aug

Benefits of Loan Software for Government Agencies on Salesforce

The Benefits of Loan Software for Government Agencies on Salesforce Government agencies managing loans face unique challenges in financial administration, and integrating loan software with Salesforce can greatly enhance their efficiency, accuracy, and transparency. This streamlined solution addresses key areas such as document management, borrower engagement, and robust reporting, making processes more efficient and improving

08Aug

Account Engagement Dashboards

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

August 8, 2024in Salesforce

06Aug

Read AI Salesforce Integration

Last month, Read AI announced the launch of its integration with HubSpot, and today the company continues its momentum in the CRM space by announcing support for 1-click connections to Salesforce. Salesforce, the leading name in CRM software, is widely adopted across virtually every industry. Read AI users can now sync their Meeting Reports directly

August 6, 2024in Salesforce

04Aug

July Changes to Marketing Cloud Growth

You now have access to the new Marketing app, which includes the latest version of Marketing Cloud Growth. This new app replaces the previous Marketing app, now named Marketing (Original). July Changes to Marketing Cloud Growth. What do I need to do – July Changes to Marketing Cloud? To access the new Marketing app, open

August 4, 2024in Salesforce Marketing Cloud, Salesforce Optimization

03Aug

State of AI

With the Dreamforce conference just a few weeks away, AI is set to be a central theme once again. This week, Salesforce offered a preview of what to expect in September with the release of its “Trends in AI for CRM” report. This report consolidates findings from several Salesforce research studies conducted from February last

August 3, 2024in Generative AI

31Jul

Box and Slack AI Integration

Box and Slack Enhance Collaboration with New AI Integration Box, Inc. (NYSE: BOX), the leader in Intelligent Content Cloud solutions, and Slack, a Salesforce company (NYSE: CRM), have announced an expanded partnership that integrates Box AI into Slack, aiming to transform how organizations collaborate. Starting today, customers can leverage unlimited Box AI queries directly within

July 31, 2024in Generative AI

30Jul

Cloud PBX

The Clock is Ticking on the Big UK Traditional Telephony Switch-Off As the UK approaches the traditional telephony switch-off, millions of small businesses are prioritizing the digitization of their voice communications. The move to cloud-powered replacements – Cloud PBX – is not just about meeting the January 2027 deadline; it’s an opportunity to modernize and

July 30, 2024in Salesforce

26Jul

Auto-Enablement of the new Maps experience in October

To ensure a smooth transition and enhance your experience in Salesforce Maps, the new features currently available in all environments will be auto-enabled in the Winter ’25 release this October. We encourage you to enable the new experience now and share your feedback to help us meet your needs and expectations. Instructions on activating the

July 26, 2024in Salesforce

24Jul

Workday and Salesforce Unveil New AI Employee Service Agent

In a Wednesday interview with CNBC’s Jim Cramer, the CEOs of Salesforce and Workday, Marc Benioff and Carl Eschenbach, announced their companies’ new partnership to develop an artificial intelligence assistant. Workday and Salesforce Unveil New AI Employee Service Agent. This collaboration aims to enhance onboarding, human resources, and other business processes. Salesforce Chair and CEO

July 24, 2024in Agentforce Platform, Einstein 1 Platform, Generative AI

24Jul

Salesforce Workday Partnership

Salesforce and Workday Partner to Launch AI-Powered Employee Service Agent Salesforce (NYSE: CRM), the leading AI CRM platform, and Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and HR, today announced a strategic partnership to develop a new AI-powered employee service agent. This solution will enhance employee experiences by automating routine

22Jul

Einstein Code Generation and Amazon SageMaker

Salesforce and the Evolution of AI-Driven CRM Solutions Salesforce, Inc., headquartered in San Francisco, California, is a leading American cloud-based software company specializing in customer relationship management (CRM) software and applications. Their offerings include sales, customer service, marketing automation, e-commerce, analytics, and application development. Salesforce is at the forefront of integrating artificial general intelligence (AGI)

July 22, 2024in Generative AI, Salesforce Einstein

19Jul

Private Connectivity Between Salesforce and On-Premise Network

Salesforce is an AWS Partner and a trusted global leader in customer relationship management (CRM). Hyperforce is the next-generation Salesforce architecture, built on Amazon Web Services (AWS). Private Connectivity Between Salesforce and On-Premise Network explained. When business applications developed on Hyperforce are integrated with on-premises systems, traffic in both directions will flow over the internet. For customers in heavily regulated industries

July 19, 2024in Hyperforce

19Jul

Lead Generation 101

Lead Generation 101 In today’s world, where people are bombarded with countless messages and offers daily, marketers need to find effective ways to capture attention and generate genuine interest in their products and services. According to the State of the Connected Customer report, customer preferences and expectations are the top influences on digital strategy for

July 19, 2024in Marketing Automation

16Jul

Einstein Service Agent

Introducing Agentforce Service Agent: Salesforce’s Autonomous AI to Transform Chatbot Experiences Accelerate case resolutions with an intelligent, conversational interface that uses natural language and is grounded in trusted customer and business data. Deploy in minutes with ready-made templates, Salesforce components, and a large language model (LLM) to autonomously engage customers across any channel, 24/7. Establish

July 16, 2024in Agentforce Platform, Data, Einstein 1 Platform, Generative AI, Salesforce

15Jul

AI Increases Customer Service Efficiency

Salesforce: Enhancing Customer Service Efficiency with AI Salesforce, the global leader in AI-driven CRM solutions, has released its latest State of Service report, highlighting the benefits of artificial intelligence (AI) and data in boosting customer revenue, efficiency, and satisfaction. The comprehensive study surveyed over 5,500 service professionals across 30 countries, including Indonesia, revealing a significant

July 15, 2024in Generative AI, Salesforce

CRM

Account Engagement Dashboards

Read AI Salesforce Integration

State of AI

Auto-Enablement of the new Maps experience in October

AI Increases Customer Service Efficiency

Recent Posts

Salesforce Data Migration Tools

Redefining Autonomous AI for the Enterprise

NetSuite Salesforce Collaboration

Account Engagement Selective Sync

Salesforce Agentforce is Here

Category

Archives

CRM

Recent Posts

Category

Tags

Archives

Subscribe to our mailing list. Join our mail list to receive our newsletter