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Salesforce Strategies to Improve a Nonprofit

Salesforce Strategies to Improve a Nonprofit

Transforming Nonprofit Operations with Salesforce: Lessons from a Real-Life Success Story Actionable insights for nonprofits to streamline operations and amplify impact-Salesforce Strategies to Improve a Nonprofit Running a nonprofit is challenging enough without the added frustration of disjointed systems. Many nonprofits grapple with scattered databases, isolated email tools, and incompatible fundraising platforms, resulting in inefficiencies and operational headaches. When systems operate in silos, teams waste time on manual data entry and backtracking, which hinders program delivery and donor engagement—putting the mission at risk. Enter Salesforce Nonprofit Cloud, a transformative platform designed to centralize operations, improve donor communication, and provide actionable insights. With 93% of Salesforce users reporting positive ROI, the platform empowers nonprofits to focus on what matters most: driving impact. Salesforce can revolutionize nonprofit operations. Case Study: Supporting Families Through Salesforce Client: Children’s Organization for displaced children in Ukraine Mission: To help children separated from their families during the war in Ukraine by providing bilingual, family-narrated audiobooks and beautifully illustrated storybooks. Challenge:While Better Time Stories had a meaningful mission, their operational processes were a roadblock. Their delivery system struggled with: The Approach 1. Goals Set Results With these optimizations, Better Time Stories significantly improved delivery success: Continuous system support ensured seamless operations and enhanced the organization’s ability to meet its mission. Key Strategies for Nonprofits Using Salesforce 1. Automate Donation and Impact Tracking 2. Personalize Donor Journeys 3. Create Custom Workflows 4. Integrate Salesforce with Other Tools 5. Enable Advanced Reporting 6. Build Volunteer and Beneficiary Portals 7. Leverage AI for Strategic Decisions 8. Design Scalable Data Architecture 9. Conduct Regular Health Checks Conclusion Nonprofits need solutions that simplify operations and maximize impact. Salesforce Nonprofit Cloud offers the tools to centralize processes, enhance donor engagement, and drive mission-critical outcomes. By following these strategies and working with an experienced implementation partner, your nonprofit can achieve operational excellence and focus on delivering meaningful results. Ready to transform your nonprofit operations with Salesforce? Let’s make it happen! Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Is Your LLM Agent Enterprise-Ready?

Is Your LLM Agent Enterprise-Ready?

Customer Relationship Management (CRM) systems are the backbone of modern business operations, orchestrating customer interactions, data management, and process automation. As businesses embrace advanced AI, the potential for transformative growth is clear—automating workflows, personalizing customer experiences, and enhancing operational efficiency. However, deploying large language model (LLM) agents in CRM systems demands rigorous, real-world evaluations to ensure they meet the complexity and dynamic needs of professional environments.

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gen z and retail travel

Gen Z and Retail Travel Insights

Is Travel Retail Ready for Gen Z? New Research Highlights Gaps in Alignment The latest research from Swiss-based travel retail agency m1nd-set sheds light on the shopping and travel behaviors of Gen Z—a group poised to become the largest segment of traveling shoppers within the next few years. The findings reveal a pressing need for the travel retail industry to better align its offerings with the unique expectations and values of this influential generation. Gen Z: A Generation with Distinct Values and Habits Peter Mohn, CEO and Owner of m1nd-set, emphasized the importance of prioritizing Gen Z consumers, noting their markedly different behaviors compared to other generations. “Like the focus placed on Millennials and Chinese consumers in recent years, it’s critical to give equal or greater attention to Gen Z. This generation exhibits distinct traits, particularly in their consumer habits, lifestyle preferences, and media consumption,” Mohn said. Key insights from m1nd-set’s research include: How Gen Z is Reshaping Travel and Retail The research highlights how Gen Z is redefining the travel industry by prioritizing experiences that are authentic, eco-conscious, and culturally meaningful over traditional luxury goods and activities. “Gen Zs are reshaping tourism,” Mohn explained, “by focusing on flexible, short-haul travel and unique experiences. They spend a significant portion of their budgets on international travel, favoring local and sustainable options over dining or shopping at home. Cultural experiences resonate far more than nightlife or traditional tourism.” Key data points from m1nd-set’s study include: Challenges in Engaging Gen Z in Travel Retail Despite their growing presence, the research highlights key challenges in converting Gen Z travelers into loyal shoppers in duty-free and travel retail spaces: Opportunities for Travel Retail: Winning Over Gen Z Mohn emphasized the vital role of shop floor sales staff in boosting Gen Z conversion rates, noting that interactions with staff positively influence purchase decisions for over 70% of Gen Z shoppers who engage with them. To capture the attention of this discerning generation, m1nd-set recommends that travel retail businesses: A Generation of Growing Influence By 2030, Gen Z and their successors, Gen Alpha, are expected to spend three times as much as all other generations combined. Currently, Gen Z already wields a staggering $200 billion in spending power, solidifying their position as a key demographic for travel retail. However, to fully tap into this potential, the industry must evolve quickly to meet the demands of this purpose-driven, tech-savvy, and sustainability-focused generation. As Mohn concluded, “Travel retail must become more than just a place to shop—it should be an engaging, socially conscious destination that resonates deeply with Gen Z values.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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AI Energy Solution

AI Energy Solution

Could the AI Energy Solution Make AI Unstoppable? The Rise of Brain-Based AI In 2002, Jason Padgett, a furniture salesman from Tacoma, Washington, experienced a life-altering transformation after a traumatic brain injury. Following a violent assault, Padgett began to perceive the world through intricate patterns of geometry and fractals, developing a profound, intuitive grasp of advanced mathematical concepts—despite no formal education in the subject. His extraordinary abilities, emerging from the brain’s adaptation to injury, revealed an essential truth: the human brain’s remarkable capacity for resilience and reorganization. This phenomenon underscores the brain’s reliance on inhibition, a critical mechanism that silences or separates neural processes to conserve energy, clarify signals, and enable complex cognition. Researcher Iain McGilchrist highlights that this ability to step back from immediate stimuli fosters reflection and thoughtful action. Yet this foundational trait—key to the brain’s efficiency and adaptability—is absent from today’s dominant AI models. Current AI systems, like Transformers powering tools such as ChatGPT, lack inhibition. These models rely on probabilistic predictions derived from massive datasets, resulting in inefficiencies and an inability to learn independently. However, the rise of brain-based AI seeks to emulate aspects of inhibition, creating systems that are not only more energy-efficient but also capable of learning from real-world, primary data without constant retraining. The AI Energy Problem Today’s AI landscape is dominated by Transformer models, known for their ability to process vast amounts of secondary data, such as scraped text, images, and videos. While these models have propelled significant advancements, their insatiable demand for computational power has exposed critical flaws. As energy costs rise and infrastructure investment balloons, the industry is beginning to reevaluate its reliance on Transformer models. This shift has sparked interest in brain-inspired AI, which promises sustainable solutions through decentralized, self-learning systems that mimic human cognitive efficiency. What Brain-Based AI Solves Brain-inspired models aim to address three fundamental challenges with current AI systems: The human brain’s ability to build cohesive perceptions from fragmented inputs—like stitching together a clear visual image from saccades and peripheral signals—serves as a blueprint for these models, demonstrating how advanced functionality can emerge from minimal energy expenditure. The Secret to Brain Efficiency: A Thousand Brains Jeff Hawkins, the creator of the Palm Pilot, has dedicated decades to understanding the brain’s neocortex and its potential for AI design. His Thousand Brains Theory of Intelligence posits that the neocortex operates through a universal algorithm, with approximately 150,000 cortical columns functioning as independent processors. These columns identify patterns, sequences, and spatial representations, collaborating to form a cohesive perception of the world. Hawkins’ brain-inspired approach challenges traditional AI paradigms by emphasizing predictive coding and distributed processing, reducing energy demands while enabling real-time learning. Unlike Transformers, which centralize control, brain-based AI uses localized decision-making, creating a more scalable and adaptive system. Is AI in a Bubble? Despite immense investment in AI, the market’s focus remains heavily skewed toward infrastructure rather than applications. NVIDIA’s data centers alone generate 5 billion in annualized revenue, while major AI applications collectively bring in just billion. This imbalance has led to concerns about an AI bubble, reminiscent of the early 2000s dot-com and telecom busts, where overinvestment in infrastructure outpaced actual demand. The sustainability of current AI investments hinges on the viability of new models like brain-based AI. If these systems gain widespread adoption within the next decade, today’s energy-intensive Transformer models may become obsolete, signaling a profound market correction. Controlling Brain-Based AI: A Philosophical Divide The rise of brain-based AI introduces not only technical challenges but also philosophical ones. Scholars like Joscha Bach argue for a reductionist approach, constructing intelligence through mathematical models that approximate complex phenomena. Others advocate for holistic designs, warning that purely rational systems may lack the broader perspective needed to navigate ethical and unpredictable scenarios. This philosophical debate mirrors the physical divide in the human brain: one hemisphere excels in reductionist analysis, while the other integrates holistic perspectives. As AI systems grow increasingly complex, the philosophical framework guiding their development will profoundly shape their behavior—and their impact on society. The future of AI lies in balancing efficiency, adaptability, and ethical design. Whether brain-based models succeed in replacing Transformers will depend not only on their technical advantages but also on our ability to guide their evolution responsibly. As AI inches closer to mimicking human intelligence, the stakes have never been higher. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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human centered ai

Human-Centered AI

Be the change you want to see in the artificial intelligence world. Or scramble to catch up. Hope Is Not Lost for Human-Centered AIHow designers can lead the charge in creating AI that truly benefits humanity. The rapid proliferation of Artificial Intelligence (AI) brings with it a range of ethical and societal concerns. From inherent biases in datasets to fears of widespread job displacement, these challenges often feel like inevitable trade-offs as AI becomes deeply embedded in our lives. However, hope remains. Human-centered AI—designed to be fair, transparent, and genuinely beneficial—is not only possible but achievable when crafted with intentionality. For UX professionals, this is an opportunity to drive the creation of AI systems that empower rather than overshadow human capabilities. A Quick Note on AI Literacy To make meaningful contributions to AI product development, designers need a foundational understanding of how AI works. While a PhD in machine learning isn’t necessary, being an informed practitioner is essential. Think of learning about AI like learning to invest. At first, it seems daunting—what even is an ETF? But with time, the jargon and processes become familiar. Similarly, while you don’t need to be a machine-learning expert to work with AI, understanding its basics is critical. AI refers broadly to a computer’s ability to mimic human thought, while machine learning (ML)—a subset of AI—enables systems to learn from data. Unlike traditional programming, where explicit instructions are coded line by line, ML models identify patterns within training datasets. These models then function as “black boxes,” generating outputs based on user inputs—though the inner workings are often opaque. Understanding these fundamentals empowers designers to bridge the gap between AI’s technical potential and its real-world application. Design-Led AI Ideally, designers are involved from the very beginning of AI product development—during the discovery phase. Here, we evaluate whether AI is the right solution for a given problem, ensuring user needs drive decisions rather than the allure of flashy tech. Key questions to ground AI solutions in user needs include: Basic AI literacy allows designers to make informed judgments and collaborate effectively with engineers. Engaging early ensures that AI solutions are designed to adapt to users—not the other way around. But what happens when design isn’t brought in until after AI decisions have been made? Design-Guarded AI Even when AI is a foregone conclusion, designers can still shape outcomes by focusing on the two areas where users interact directly with AI: inputs and outputs. Input Design Whether inputs involve transaction data, images, or text prompts, the method of collection must be intuitive and user-friendly. Established design principles, such as affordances, help ensure clarity and simplicity. For example: Frequent user testing ensures input methods align with real workflows and pain points. The result? Streamlined, user-centric experiences that reduce friction and save time. Output Design Designing outputs requires a focus on transparency and mitigating automation bias—the tendency to over-rely on AI. Users must understand that AI is fallible. For instance: AI should act as a collaborator, not an authority. Outputs must empower users to make informed choices while supporting their next steps within a seamless workflow. Ethics Must Take Center Stage No discussion of human-centered AI is complete without addressing ethics. Designers must champion transparency, inclusivity, and fairness throughout the product lifecycle. Questions around bias, privacy, and unintended consequences must be raised early and revisited often. While ethical considerations may sometimes conflict with short-term business goals, prioritizing them is essential for building AI that serves humanity in the long term. These conversations won’t always be easy—but they are necessary. As designers, we have the tools and responsibility to ensure AI remains a force for good. By advocating for human-centered design principles, we can help shape an AI-powered future that enhances human potential rather than undermining it. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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Energy and Utilities with Salesforce Winter 25 Updates

Energy and Utilities with Salesforce Winter 25 Updates

If you’re ready to embrace these innovations, reach out to Tectonic for expert guidance on optimizing your Salesforce instance. Together, we can help your organization harness the full potential of these game-changing features.

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Collaborative Business Intelligence

Collaborative Business Intelligence

Collaborative BI combines BI tools with collaboration platforms, enabling users to connect data insights directly within their existing workflows. This integration enhances decision-making by reducing misunderstandings and fostering teamwork through real-time or asynchronous discussions about data. In traditional BI, data analysis was handled by data scientists and statisticians who translated insights for business users. However, the rise of self-service BI tools has democratized data access, allowing users of varying technical skills to create and share visualizations. Collaborative BI takes this a step further by embedding BI functions into collaboration platforms like Slack and Microsoft Teams. This setup allows users to ask questions, clarify context, and share reports within the same applications they already use, enhancing data-driven decisions across the organization. One real-life time saver in my experience is being able as a marketer to dig in to our BI and generate lists myself, without depending upon a team of data scientists. Benefits of Collaborative BI Leading Collaborative BI Platforms Several vendors offer collaborative BI solutions, each with unique integrations for communication and data sharing: Collaborative BI bridges data analysis with organizational collaboration, creating an agile environment for informed decision-making and effective knowledge sharing across all levels. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce adds Testing Center to Agentforce for AI agents

Salesforce adds Testing Center to Agentforce for AI agents

Salesforce Unveils Agentforce Testing Center to Streamline AI Agent Lifecycle Management Salesforce has introduced the Agentforce Testing Center, a suite of tools designed to help enterprises test, deploy, and monitor autonomous AI agents in a secure and controlled environment. These innovations aim to support businesses adopting agentic AI, a transformative approach that enables intelligent systems to reason, act, and execute tasks on behalf of employees and customers. Agentforce Testing Center: A New Paradigm for AI Agent Deployment The Agentforce Testing Center offers several key capabilities to help businesses confidently deploy AI agents without risking disruptions to live production systems: Supporting a Limitless Workforce Adam Evans, EVP and GM for Salesforce AI Platform, emphasized the importance of these tools in accelerating the adoption of AI agents: “Agentforce is helping businesses create a limitless workforce. To deliver this value fast, CIOs need new tools for testing and monitoring agentic systems. Salesforce is meeting the moment with Agentforce Testing Center, enabling companies to roll out trusted AI agents with no-code tools for testing, deploying, and monitoring in a secure, repeatable way.” From Testing to Deployment Once testing is complete, enterprises can seamlessly deploy their AI agents to production using Salesforce’s proprietary tools such as Change Sets, DevOps Center, and the Salesforce CLI. Additionally, the Digital Wallet feature offers transparent usage monitoring, allowing teams to track consumption and optimize resources throughout the AI development lifecycle. Customer and Analyst Perspectives Shree Reddy, CIO of PenFed, praised the potential of Agentforce and Data Cloud Sandboxes: “By enabling rigorous pre-deployment testing, we can deliver faster, more accurate support and recommendations to our members, aligning with our commitment to financial well-being.” Keith Kirkpatrick, Research Director at The Futurum Group, highlighted the broader implications: “Salesforce is instilling confidence in AI adoption by testing hundreds of variations of agent interactions in parallel. These enhancements make it easier for businesses to pressure-test autonomous systems and ensure reliability.” Availability With these tools, Salesforce solidifies its leadership in the agentic AI space, empowering enterprises to adopt AI systems with confidence and transform their operations at scale. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Productivity Paradox

AI Productivity Paradox

The AI Productivity Paradox: Why Aren’t More Workers Using AI Tooks Like ChatGPT?The Real Barrier Isn’t Technical Skills — It’s Time to Think Despite the transformative potential of tools like ChatGPT, most knowledge workers aren’t utilizing them effectively. Those who do tend to use them for basic tasks like summarization. Less than 5% of ChatGPT’s user base subscribes to the paid Plus version, indicating that a small fraction of potential professional users are tapping into AI for more complex, high-value tasks. Having spent over a decade building AI products at companies such as Google Brain and Shopify Ads, the evolution of AI has been clearly evident. With the advent of ChatGPT, AI has transitioned from being an enhancement for tools like photo organizers to becoming a significant productivity booster for all knowledge workers. Most executives are aware that today’s buzz around AI is more than just hype. They’re eager to make their companies AI-forward, recognizing that it’s now more powerful and user-friendly than ever. Yet, despite this potential and enthusiasm, widespread adoption remains slow. The real issue lies in how organizations approach work itself. Systemic problems are hindering the integration of these tools into the daily workflow. Ultimately, the question executives need to ask isn’t, “How can we use AI to work faster? Or can this feature be built with AI?” but rather, “How can we use AI to create more value? What are the questions we should be asking but aren’t?” Real-world ImpactRecently, large language models (LLMs)—the technology behind tools like ChatGPT—were used to tackle a complex data structuring and analysis task. This task would typically require a cross-functional team of data analysts and content designers, taking a month or more to complete. Here’s what was accomplished in just one day using Google AI Studio: However, the process wasn’t just about pressing a button and letting AI do all the work. It required focused effort, detailed instructions, and multiple iterations. Hours were spent crafting precise prompts, providing feedback, and redirecting the AI when it went off course. In this case, the task was compressed from a month-long process to a single day. While it was mentally exhausting, the result wasn’t just a faster process—it was a fundamentally better and different outcome. The LLMs uncovered nuanced patterns and edge cases within the data that traditional analysis would have missed. The Counterintuitive TruthHere lies the key to understanding the AI productivity paradox: The success in using AI was possible because leadership allowed for a full day dedicated to rethinking data processes with AI as a thought partner. This provided the space for deep, strategic thinking, exploring connections and possibilities that would typically take weeks. However, this quality-focused work is often sacrificed under the pressure to meet deadlines. Ironically, most people don’t have time to figure out how they could save time. This lack of dedicated time for exploration is a luxury many product managers (PMs) can’t afford. Under constant pressure to deliver immediate results, many PMs don’t have even an hour for strategic thinking. For many, the only way to carve out time for this work is by pretending to be sick. This continuous pressure also hinders AI adoption. Developing thorough testing plans or proactively addressing AI-related issues is viewed as a luxury, not a necessity. This creates a counterproductive dynamic: Why use AI to spot issues in documentation if fixing them would delay launch? Why conduct further user research when the direction has already been set from above? Charting a New Course — Investing in PeopleProviding employees time to “figure out AI” isn’t enough; most need training to fully understand how to leverage ChatGPT beyond simple tasks like summarization. Yet the training required is often far less than what people expect. While the market is flooded with AI training programs, many aren’t suitable for most employees. These programs are often time-consuming, overly technical, and not tailored to specific job functions. The best results come from working closely with individuals for brief periods—10 to 15 minutes—to audit their current workflows and identify areas where LLMs could be used to streamline processes. Understanding the technical details behind token prediction isn’t necessary to create effective prompts. It’s also a myth that AI adoption is only for those with technical backgrounds under 40. In fact, attention to detail and a passion for quality work are far better indicators of success. By setting aside biases, companies may discover hidden AI enthusiasts within their ranks. For example, a lawyer in his sixties, after just five minutes of explanation, grasped the potential of LLMs. By tailoring examples to his domain, the technology helped him draft a law review article he had been putting off for months. It’s likely that many companies already have AI enthusiasts—individuals who’ve taken the initiative to explore LLMs in their work. These “LLM whisperers” could come from any department: engineering, marketing, data science, product management, or customer service. By identifying these internal innovators, organizations can leverage their expertise. Once these experts are found, they can conduct “AI audits” of current workflows, identify areas for improvement, and provide starter prompts for specific use cases. These internal experts often better understand the company’s systems and goals, making them more capable of spotting relevant opportunities. Ensuring Time for ExplorationBeyond providing training, it’s crucial that employees have the time to explore and experiment with AI tools. Companies can’t simply tell their employees to innovate with AI while demanding that another month’s worth of features be delivered by Friday at 5 p.m. Ensuring teams have a few hours a month for exploration is essential for fostering true AI adoption. Once the initial hurdle of adoption is overcome, employees will be able to identify the most promising areas for AI investment. From there, organizations will be better positioned to assess the need for more specialized training. ConclusionThe AI productivity paradox is not about the complexity of the technology but rather how organizations approach work and innovation. Harnessing AI’s potential is simpler than “AI influencers” often suggest, requiring only

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AI Agent Trends

AI Agent Trends

AI Agents: Key Statistics and Trends for 2025 “The agent revolution is real and as exciting as the cloud, social, and mobile revolutions,” remarked Salesforce Chair and CEO Marc Benioff. “It will provide a level of transformation that we’ve never seen.” With the general availability of Agentforce, the era of AI-powered agents is officially here. These intelligent software agents, designed to perform tasks autonomously or in collaboration with humans, are already transforming businesses by driving efficiency and improving customer outcomes. AI Agents in Action Companies across the globe are leveraging AI agents to achieve remarkable results. For example, Wiley has seen a 40% boost in case resolution rates with Agentforce, far surpassing their previous bot’s performance. Other success stories from Saks and Opentable reinforce the ROI potential of this groundbreaking technology. Salesforce research highlights data from consumers, employees, and business leaders worldwide, demonstrating how AI agents address key pain points while unlocking significant opportunities for enterprises and individuals alike. Why Consumers Need AI Agents Traditional customer service processes often frustrate consumers, leading to inefficiency and dissatisfaction: AI agents are transforming this landscape with immediate, personalized assistance that minimizes wait times and eliminates repeated explanations. Consumer sentiment indicates a growing acceptance of this technology: Why Enterprises Need AI Agents For enterprises, inefficiency is a persistent challenge. Time-consuming administrative tasks often prevent workers from focusing on strategic, customer-centric activities: AI adoption is increasingly a priority for revenue-generating teams, with measurable benefits: Salesforce experts emphasize that while AI has already proven its value in service, sales, marketing, and commerce, the surface of its potential has only just been scratched. The Agent-First Future As organizations adopt an agent-first approach, they unlock opportunities to redefine operations, increase efficiency, and drive innovation: AI agents are not just the future—they’re the present solution to enduring challenges, empowering businesses to meet the demands of a rapidly evolving digital economy. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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DHS Introduces AI Framework to Protect Critical Infrastructure

DHS Introduces AI Framework to Protect Critical Infrastructure

The Department of Homeland Security (DHS) has unveiled the Roles and Responsibilities Framework for Artificial Intelligence in Critical Infrastructure, a voluntary set of guidelines designed to ensure the safe and secure deployment of AI across the systems that power daily life. From energy grids to water systems, transportation, and communications, critical infrastructure increasingly relies on AI for enhanced efficiency and resilience. While AI offers transformative potential—such as detecting earthquakes, optimizing energy usage, and streamlining logistics—it also introduces new vulnerabilities. Framework Overview The framework, developed with input from cloud providers, AI developers, critical infrastructure operators, civil society, and public sector organizations, builds on DHS’s broader policies from 2023, which align with White House directives. It aims to provide a shared roadmap for balancing AI’s benefits with its risks. AI Vulnerabilities in Critical Infrastructure The DHS framework categorizes vulnerabilities into three key areas: The guidelines also address sector-specific vulnerabilities and offer strategies to ensure AI strengthens resilience while minimizing misuse risks. Industry and Government Support Arvind Krishna, Chairman and CEO of IBM, lauded the framework as a “powerful tool” for fostering responsible AI development. “We look forward to working with DHS to promote shared and individual responsibilities in advancing trusted AI systems.” Marc Benioff, CEO of Salesforce, emphasized the framework’s role in fostering collaboration among stakeholders while prioritizing trust and accountability. “Salesforce is committed to humans and AI working together to advance critical infrastructure industries in the U.S. We support this framework as a vital step toward shaping the future of AI in a safe and sustainable manner.” DHS Secretary Alejandro N. Mayorkas highlighted the urgency of proactive action. “AI offers a once-in-a-generation opportunity to improve the strength and resilience of U.S. critical infrastructure, and we must seize it while minimizing its potential harms. The framework, if widely adopted, will help ensure the safety and security of critical services.” DHS Recommendations for Stakeholders A Call to Action DHS encourages widespread adoption of the framework to build safer, more resilient critical infrastructure. By prioritizing trust, transparency, and collaboration, this initiative aims to guide the responsible integration of AI into essential systems, ensuring they remain secure and effective as technology continues to evolve. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI platform for automated task management

AI platform for automated task management

Salesforce Doubles Down on AI Innovation with Agentforce Salesforce, renowned for its CRM software used by over 150,000 businesses, including Amazon and Walmart, continues to push the boundaries of innovation. Beyond its flagship CRM, Salesforce also owns Slack, the popular workplace communication app. Now, the company is taking its AI capabilities to the next level with Agentforce—a platform that empowers businesses to build and deploy AI-powered digital agents for automating tasks such as creating sales reports and summarizing Slack conversations. What Problem Does Agentforce Solve? Salesforce has been leveraging AI for years, starting with the launch of Einstein in 2016. Einstein’s initial capabilities were limited to basic, scriptable tasks. However, the rise of generative AI created an opportunity to tackle more complex challenges, enabling tools to make smarter decisions and interpret natural language. This evolution led to a series of innovations—Einstein GPT, Einstein Copilot, and now Agentforce—a flexible platform offering prebuilt and customizable agents designed to meet diverse business needs. “Our customers wanted more. Some wanted to tweak the agents we offer, while others wanted to create their own,” said Tyler Carlson, Salesforce’s VP of Business Development. The Technology Behind Agentforce Agentforce is powered by Salesforce’s Atlas Reasoning Engine, developed in-house to drive smarter decision-making. The platform integrates with AI models from leading providers like OpenAI, Anthropic, Amazon, and Google, offering businesses a variety of tools to choose from. Slack, which Salesforce acquired in 2021, plays a pivotal role as a testing ground for these AI agents. Currently in beta, Agentforce’s Slack integration allows businesses to implement automations directly where employees work, enhancing usability. “Slack makes these tools easy to use and accessible,” Carlson noted. How Agentforce Stands Out Customizing AI for Business Needs With tools like Agentbuilder, businesses can create AI agents tailored to specific tasks. For instance, an agent could prioritize and sort incoming emails, respond to HR inquiries, or handle customer support using internal data. One standout example is Salesforce’s partnership with Workday to develop an AI-powered service agent for employee questions. Driving Results and Adoption Salesforce has already seen promising results from early trials, with Agentforce resolving 90% of customer inquiries autonomously. The company aims to expand adoption and functionality, allowing these agents to handle even larger workloads. “We’re building a bigger ecosystem of partners and skills,” Carlson emphasized. “By next year, we want Agentforce to be a must-have for businesses.” With Agentforce, Salesforce continues to cement its role as a leader in AI innovation, helping businesses work smarter, faster, and more effectively. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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NetSuite Salesforce Collaboration

NetSuite Salesforce Collaboration

NetSuite Bets on Strategic Growth and Embraces Collaboration with Salesforce Growing on All Fronts At SuiteWorld 2024, the theme, “All Systems Grow,” reflected a pivotal moment for NetSuite. While the event lacked groundbreaking announcements, it showcased a fulfillment of past promises and a notable strategic shift toward openness and collaboration. Oracle and NetSuite are now welcoming competitors as partners, signaling a move toward interoperability that could redefine their market positioning. With over 40,000 customers, NetSuite continues its strong growth in the ERP space, particularly among SMBs. The company’s Q3 sales surged 20% year-over-year, underlining its momentum in the mid-market. Beyond traditional ERP capabilities, NetSuite’s expanded suite of solutions positions it as more than just an ERP provider. Delivering on AI Innovations While there were no splashy acquisitions, NetSuite made significant strides by rolling out 170 new modules and features, many leveraging AI. These enhancements blend predictive AI and generative AI to increase accuracy and user productivity. These updates aim to elevate both the platform’s quality and the efficiency of its users. Redwood Design: A Transformative User Experience NetSuite is adopting Oracle’s Redwood design language, promising a more intuitive and user-friendly interface. While Redwood is not new, its phased rollout within NetSuite is a significant step forward. Notable Additions: SuiteProcurement and Salesforce Integration SuiteProcurement: NetSuite’s new procurement automation solution integrates directly with Amazon Business and Staples Business Advantage, automating ordering, invoicing, approvals, and deliveries. Plans are underway to expand vendor support, offering broader applicability in the future. Salesforce Partnership: NetSuite’s most significant announcement was its strategic partnership with Salesforce, enabling real-time data exchange between the platforms. Evan Goldberg, NetSuite’s founder and EVP, explained the rationale:“It’s up to the customer to decide what software they want to use.” The partnership reflects NetSuite’s commitment to addressing customer needs, with more SaaS integrations expected in the future. Expanding Field Service Management (FSM) NetSuite’s Field Service Management (FSM) capabilities, acquired last year, are now better integrated into its platform. While development progress has been slower than anticipated, significant enhancements are expected in the coming year, leveraging Oracle technology to extend FSM’s functionality across industries. And Field Service Management is available in Salesforce, as well. Positioned for Continued SMB Growth NetSuite’s investments are yielding results, as demonstrated by its rapid growth and deeper integration of Oracle technology. The NetSuite Analytics Data Warehouse and Enterprise Performance Management are driving adoption among existing users, showcasing the platform’s scalability. NetSuite’s ability to quickly integrate Oracle updates into its infrastructure gives it a competitive edge, ensuring customers benefit from the latest innovations without delays. With its robust feature set, AI-powered tools, and strategic partnerships like the one with Salesforce, NetSuite has strengthened its position as a go-to ERP platform for SMBs. Its consistent 20% year-over-year growth indicates a bright future, making it an increasingly attractive option for mid-market businesses. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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