Process Automation Archives - gettectonic.com
Second Wave of AI Agents
24Apr

Second Wave of AI Agents

The “second wave” of AI agents refers to the evolution of AI beyond simple chatbots and into more sophisticated, autonomous systems that can plan, execute, and deliver results independently, often leveraging large language models (LLMs). These agents are characterized by their ability to interact with other applications, interpret the screen, fill out forms, and coordinate with other AI systems to achieve a desired outcome. They are also seen as a significant step beyond the first wave of AI, which primarily focused on predictive models and statistical learning.  Key Characteristics of the Second Wave of AI Agents: Examples and Applications: In 2023 Bill Gates prophesized AI Agents would be here in 5 years. His timing was off. But not his prediction. The Future of Computing: Your AI Agent, Your Digital Sidekick Imagine this: No more juggling apps. No more digging through menus. No more searching for a document or a spreadsheet. Just tell your device—in plain English—what you need, and it handles the rest. Whether it’s planning a tour, managing your schedule, or helping with work, your AI assistant will understand you personally, adapting to your life based on what you choose to share. This isn’t science fiction. Today, everyone online has access to an AI-powered personal assistant far more advanced than anything available in 2023. Meet the Agent: The Next Era of Computing This next-generation software—called an agent—responds to natural language and accomplishes tasks using deep knowledge of you and your needs. Bill Gates first wrote about agents in his 1995 book The Road Ahead, but only now, with recent AI breakthroughs, have they become truly possible. Agents won’t just change how we interact with technology. They’ll reshape the entire software industry, marking the biggest shift in computing since we moved from command lines to touchscreens. Consider Salesforce’s AgentForce. A platform driven by automated AI agents that can be trained to do virtually anything. Freeing staff up from mundane data entry and administrative work to really set them loose. Marketers can once again create content, but with the insights provided by AI. Sales teams can close deals, but with the lead rating details provided by AI. Developers can devote more time to writing code but letting AI do the repetitive pieces that take time away from awe inspiring development. Why This Changes Everything We’re on the brink of a revolution—one where technology doesn’t just respond to commands but anticipates your needs and acts on your behalf. The age of the AI agent is here, and it’s going to redefine how we live and work. By Tectonic’s Marketing Operations Manager, Shannan Hearne 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 24, 2025in Agentic AI, Data, Generative AI, Salesforce, Technology0 Comments
salesforce starter
17Apr

Essential Teams Every SMB Needs

Lean & Mean: The Essential Teams Every SMB Needs to Thrive Gone are the days when success required massive budgets and bloated teams. Today’s most competitive small and medium businesses (SMBs) run lean, agile operations—often with remote teams, strategic outsourcing, and smart automation. But while you can cut costs, you can’t cut corners on these six core teams—the engine that keeps your business moving forward. 1. Sales & Customer Acquisition: Your Growth Engine Mission: Turn prospects into paying customers. Key Focus Areas: ✅ Lead generation – Find your ideal customers (social media, referrals, targeted outreach).✅ Pipeline management – Never let a hot lead slip through the cracks.✅ Closing deals – Guide buyers with confidence. Pro Tip: A CRM like Salesforce Starter Suite automates follow-ups, tracks leads, and uses AI to predict the best next steps. 2. Finance & Accounting: Your Money Guardians Mission: Keep cash flowing and finances healthy. Key Focus Areas: ✅ Bookkeeping – Track income, expenses, and profits.✅ Invoicing & payments – Get paid faster, pay vendors on time.✅ Tax compliance – Avoid penalties with organized records. Pro Tip: Tools like QuickBooks automate invoicing, expense tracking, and financial reporting. 3. Marketing & Branding: Your Storytellers Mission: Make sure the right people know (and love) your business. Key Focus Areas: ✅ Content marketing – Blogs, social media, videos that build trust.✅ Multi-channel campaigns – Email, social, SEO, ads.✅ Brand consistency – Same look, voice, and vibe everywhere. Pro Tip: With AI-powered tools like Agentforce, you can launch campaigns in minutes—just give a prompt, and it drafts emails, schedules posts, and optimizes engagement. 4. Operations & Logistics: Your Efficiency Experts Mission: Keep everything running smoothly behind the scenes. Key Focus Areas: ✅ Inventory management – Avoid stockouts or overstocking.✅ Supply chain optimization – Faster, cheaper deliveries.✅ Process automation – Reduce manual work. Pro Tip: Platforms like ShipBob automate order fulfillment, while Salesforce Operations Hub streamlines workflows. 5. Customer Support & Success: Your Retention Army Mission: Keep customers happy so they keep coming back. Key Focus Areas: ✅ Quick response times – Solve issues fast.✅ Proactive check-ins – Ensure customers succeed with your product.✅ Self-service options – FAQs, chatbots, tutorials. Pro Tip: Agentforce AI assistants handle 24/7 support, answering FAQs and escalating only when needed. 6. People & Culture: Your Team Builders Mission: Attract, retain, and empower top talent. Key Focus Areas: ✅ Hiring & onboarding – Find people who fit your culture.✅ Payroll & benefits – Keep employees happy.✅ Employee engagement – Foster a great workplace. Pro Tip: Salesforce Employee Service Management automates HR workflows, so your team spends less time on admin. How to Structure Your SMB for Success You don’t need corporate-level bureaucracy—just clarity, flexibility, and the right tools. 5 Steps to Build a Scalable Team Structure: 1️⃣ Identify core functions – What’s essential? (Sales, finance, marketing, ops, support, HR).2️⃣ Assign (or outsource) key roles – No need to hire full-time if a tool or freelancer can do it.3️⃣ Encourage cross-team collaboration – Break silos; share insights.4️⃣ Automate repetitive work – Free up time for high-value tasks.5️⃣ Stay adaptable – Evolve roles as you grow. The Bottom Line:With lean teams + smart tech, SMBs can punch above their weight. Starter Suite brings sales, service, marketing, and operations into one platform—so you stay nimble as you scale. 🚀 Want to optimize your small biz? Explore Salesforce for SMBs #SmallBusiness #Entrepreneurship #Salesforce #AI #BusinessGrowth 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 17, 2025in Agentforce Platform, Generative AI, Marketing Automation, Salesforce0 Comments
digital transformation for tourism
04Apr

Digital Transformation for Tourism

The digital revolution is in full swing, with individuals and businesses increasingly interacting through social networks and digital devices. In this new era, consumers have grown more discerning, leveraging mobile technology to make informed decisions about products, services, and trusted providers. As mobile apps become integral to daily life, organizations are compelled to reinvent their customer value propositions and operating models through digital transformation to remain competitive in today’s market. Digital transformation has become a critical priority across industries, with the tourism sector standing out as a prime example of significant disruption driven by digital technologies. According to McKinsey & Company, the tourism industry has been undergoing a digital revolution for over a decade, transforming how travelers plan, book, and experience their trips. This shift has led to changing consumer behaviors, with travelers now demanding more personalized and seamless experiences. The push toward digital adoption in tourism is accelerating. A Skift survey found that 83% of respondents view digital transformation as a top priority. Tourism businesses are increasingly investing in technology to enhance customer experiences, optimize operations, and drive revenue growth. To boost enterprise agility, companies must make strategic decisions across five key dimensions of their operating models: One of the most notable impacts of digital transformation is the revolution in the booking process. Travelport Digital estimates that over 700 million people will book trips online by 2023, marking a 15% increase from previous years. Key statistics highlight this global shift in traveler preferences: Mobile apps have become essential tools for travelers, enabling them to research, plan, and book trips seamlessly. In the hospitality and tourism sector, key digital transformation trends include: Emerging technologies like cognitive computing, omnichannel models, and advanced personalization are further reshaping the future of the industry. Artificial intelligence (AI) and machine learning are increasingly used to tailor travel experiences based on consumer preferences and behaviors, as noted by GlobalData. AI also improves operational efficiency, with chatbots handling customer inquiries effectively. Augmented reality (AR) and virtual reality (VR) are enhancing customer experiences by allowing travelers to explore destinations virtually before booking. Meanwhile, social media continues to play a pivotal role in promoting tourism businesses and reaching new audiences. In conclusion, digital transformation is no longer optional for tourism businesses—it is a necessity to remain competitive. The adoption of digital technologies has fundamentally reshaped the travel experience, and businesses must embrace this evolution to meet changing consumer expectations and maintain relevance in an increasingly digital world. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 4, 2025in Artificial Intelligence, Data, Enterprise, Google, Salesforce, Technology
FormAssembly Gov Cloud Achieves FedRAMP High Impact Authorization
18Mar

FormAssembly Gov Cloud Achieves FedRAMP High Impact Authorization

FormAssembly Gov Cloud Achieves FedRAMP High Impact Authorization, Strengthening Secure Data Collection for Federal Agencies FormAssembly, a leader in secure, forms-based data collection solutions, has announced that FormAssembly Gov Cloud is now FedRAMP High Impact Authorized, providing federal agencies and public sector organizations with a fully compliant, secure solution for data collection and process automation. FedRAMP (Federal Risk and Authorization Management Program) is a U.S. government initiative that standardizes security assessment and authorization for cloud-based technologies used by federal agencies. This milestone, achieved in partnership with FedHIVE, ensures agencies can confidently leverage FormAssembly’s no-code platform to streamline workflows while meeting the government’s most rigorous security and compliance requirements. Operating within a High Impact Virtualized Environment, FormAssembly Gov Cloud adheres to more than 420 security controls, safeguarding sensitive federal data and ensuring compliance with stringent federal regulations. “Achieving FedRAMP High Impact authorization underscores our commitment to providing government agencies with a secure, compliant solution for modernizing data collection,” said Jaineesh Davda, CIO at FormAssembly. “With FormAssembly Gov Cloud, agencies can replace outdated manual processes with automated workflows that enhance efficiency, improve citizen services, and ensure data integrity.” Empowering Federal Agencies with Secure, Automated Data Collection FormAssembly Gov Cloud is designed to meet the demanding security and compliance requirements of federally regulated environments. Agencies can confidently collect and manage Controlled Unclassified Information (CUI) while benefiting from advanced security features, including: ✅ Role-Based Access Control – Ensuring only authorized personnel access sensitive data.✅ Data Encryption – Protecting information in transit and at rest.✅ Comprehensive Audit Trails – Providing transparency and accountability in data handling. Streamlining Government Operations with Seamless Integrations Beyond security, FormAssembly Gov Cloud empowers agencies to transform manual, paper-based processes into efficient, automated workflows. Seamless integration with government-preferred platforms such as Salesforce Government Cloud, Microsoft 365, and Google Workspace enables agencies to build a secure, connected data ecosystem. With over 350 five-star reviews on the Salesforce AppExchange, FormAssembly remains the preferred digital form solution for organizations leveraging Salesforce, accelerating implementation, driving long-term adoption, and optimizing data collection at scale. Learn more about FormAssembly Gov Cloud [here] and find us on the FedRAMP Marketplace. About FormAssembly FormAssembly is a leading forms-based data collection platform trusted by organizations worldwide. Known for its ease of use, enterprise-grade security, and seamless Salesforce integration, FormAssembly empowers businesses in highly regulated industries—such as government, financial services, healthcare, higher education, and nonprofits—to streamline data workflows while maintaining strict compliance. To learn more, visit www.formassembly.com. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 18, 2025in Data, Enterprise, Google, Salesforce, Salesforce Government Cloud

AI in Airport Operations

VINCI Airports Leverages AI to Enhance Passenger Experience and Optimize Operations Across airside, landside, and terminal operations, VINCI Airports— a Corporate Partner of the FTE Digital, Innovation & Startup Hub— is harnessing Artificial Intelligence (AI) to transform passenger experiences, streamline airport flow, and reduce CO2 emissions. As an Innovation Center of Excellence for VINCI Airports, Lyon Airport is at the forefront of testing and implementing Generative AI (GenAI) to enhance customer interactions and operational efficiency. “AI is more than a buzzword—it’s a powerful tool for driving efficiency, improving interactions, personalizing services, and saving time,” says César Clary, Head of Digital & Innovation at Aéroports de Lyon/VINCI Airports. However, he emphasizes that AI should serve as a means to an end, not just a goal in itself. “We are making significant strides in leveraging AI to personalize services, improve efficiency, and reshape airport management.” AI-Powered Enhancements at Lyon Airport With over 10 million passengers passing through Lyon Airport each year, maintaining a cutting-edge customer experience is a priority. VINCI Airports has integrated AI-driven solutions into key customer touchpoints through in-house development and strategic partnerships: “The goal is to create more personalized and seamless interactions for travelers while supporting our staff,” Clary explains. By enabling natural language communication, real-time insights, and personalized recommendations, GenAI and Agentic AI are revolutionizing customer interactions and setting the stage for future service innovations. AI in Airport Operations Beyond customer service, AI is enhancing operational efficiency through: Overcoming Challenges in AI Implementation Despite AI’s vast potential, its adoption comes with challenges. Effective AI integration requires: Clary offers a strategic approach for AI adoption: “Spend time on algorithms and technology, but above all, invest in people, processes, and change management. Start small, demonstrate value, and educate your teams to ensure successful adoption.” With Lyon Airport leading the way, VINCI Airports is proving that GenAI is not just a futuristic concept but a transformative force in modern mobility. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 17, 2025in Agentic AI, Artificial Intelligence, Data, Generative AI, Salesforce Hospitality Travel and Transportation, Technology
Salesforce Foundations Announced
15Mar

Salesforce Foundations

Salesforce Foundations: Your Essential CRM Power-Up Transform Your CRM with Unified Capabilities Salesforce Foundations delivers a powerful suite of integrated features that enhance your existing CRM with no additional cost. Available on a limited basis in Summer ’24, this offering provides: ✔ 360° Customer Insights – Unified profiles powered by Data Cloud✔ Cross-Cloud Productivity – Streamlined workflows across sales, service, marketing, and commerce✔ Adaptable Interface – Configurable UX improvements to match your operational needs Contact your Salesforce account executive to enable Foundations in your org Core Capabilities by Function Sales Acceleration Service Excellence Data Intelligence Commerce Tools Marketing Power Implementation Guide Eligibility & Activation Key Considerations Why Customers Choose Foundations “After implementing Foundations, we reduced our sales cycle by 15% through better visibility into customer interactions across teams,” reports Michael Chen, Revenue Operations Director at TechCorp. Productivity Benefits Getting Started Transform your CRM experience today – Foundations delivers enterprise-grade capabilities without enterprise complexity. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 15, 2025in Data, Enterprise, Salesforce, Salesforce Foundations
10Mar

The Top Sales Software Tools to Power Your Team in 2025

For seasoned sales professionals, hitting ambitious targets is just part of the job. But in today’s hyper-competitive market, raw skill alone isn’t enough—you need the right sales software to maximize productivity, streamline lead management, and strengthen customer relationships. The difference between a good sales year and a record-breaking one often comes down to the tools your team uses. In this guide, we’ll break down the best sales software of 2025, highlighting key features that can transform your daily workflow. What Is Sales Software? Sales software automates and optimizes the sales process, helping businesses reduce costs, accelerate deals, and improve customer outcomes. From CRMs to AI-powered analytics, these tools empower sales leaders to:✔ Track rep performance & identify training gaps✔ Forecast revenue with greater accuracy✔ Manage leads efficiently across the pipeline✔ Automate repetitive tasks so teams focus on selling Core Functions of Sales Software Beyond CRMs, sales software includes conversation intelligence, incentive compensation management, and pipeline optimization platforms—each playing a critical role in a high-performing sales stack. Key Features to Look for in Sales Software Before choosing a solution, assess your team’s needs and budget. Here’s what to prioritize: ✅ Seamless Integrations – Must work with your existing CRM, HR, payroll, and ERP systems.✅ Advanced Analytics – Real-time dashboards and AI-driven insights for smarter decisions.✅ User-Friendly Design – If it’s hard to use, reps won’t adopt it.✅ Workflow Automation – AI-powered tools that cut manual tasks, giving reps 30%+ more selling time.✅ Robust Security – Protects sensitive customer and company data in a remote-work era.✅ Lead Tracking & Scoring – Identifies high-intent prospects to boost conversions. The 9 Best Sales Software Tools in 2025 Based on G2 & Capterra ratings (4+ stars), these platforms lead the pack: 1. Salesforce Sales Cloud Best for: AI-driven sales management✔ Lead prioritization with smart scoring✔ Autonomous AI agents for follow-ups✔ Real-time dashboards for performance tracking 2. Pipedrive Best for: Small businesses scaling fast✔ AI-generated email prompts✔ Pipeline visualization for deal tracking✔ Sales forecasting tools 3. Outreach Best for: Sales execution & engagement✔ AI-powered prospecting workflows✔ Win-loss analytics✔ Multi-channel sync (Email, LinkedIn, CRM) 4. HubSpot Sales Hub Best for: All-in-one CRM & automation✔ Customizable workflows✔ Built-in email tracking✔ User-friendly interface 5. SAP Sales Cloud Best for: Enterprise sales teams✔ Generative AI for forecasting✔ Mobile-friendly for field reps✔ Embedded analytics 6. Monday CRM Best for: Customizable workflows✔ AI auto-categorizes leads✔ Collaboration with marketing teams✔ Visual sales pipeline 7. Freshsales Best for: High-volume lead management✔ AI lead scoring✔ Email engagement tracking✔ Highly customizable 8. Apptivo Best for: SMBs needing flexibility✔ No-code automation✔ Duplicate lead prevention✔ Strong customer support 9. Zendesk Best for: Sales + customer service alignment✔ AI-assisted live chat✔ Omnichannel support✔ Seamless Salesforce integration How to Choose the Right Sales Software Before committing, ask:🔹 Does it integrate with our current stack?🔹 Will reps actually use it? (Ease of adoption is critical.)🔹 Can it scale with our growth?🔹 What’s the customer support like? Pro Tip: Get feedback from your sales team—what features would make their jobs easier? Final Thoughts The right sales software doesn’t just manage leads—it accelerates revenue, boosts rep productivity, and turns data into actionable insights. Whether you’re a startup or an enterprise, investing in the best tools ensures your team closes more deals, faster. Ready to upgrade your sales stack? Contact Tectonic today. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 10, 2025in Data, Enterprise, Generative AI, Salesforce, Salesforce Sales Cloud
$15 Million to AI Training for U.S. Government Workforce
19Feb

AI Adoption in the Federal Government

AI Adoption in the Federal Government: A New Era Under the Trump Administration With a new administration in Washington and a $500 billion AI infrastructure initiative underway, the U.S. federal government may be entering a phase of accelerated AI adoption. Federal AI Expansion AI adoption grew under the Biden administration, with agencies leveraging it for fraud detection, workflow automation, and data analysis. However, experts predict that the Trump administration will further expand federal AI use. “Trump and his advisers have spoken about ‘unleashing AI,’ signaling a push for broader adoption within government agencies,” said Darrell West, a senior fellow at the Brookings Institution’s Center for Technology Innovation. As the administration scales back AI safety regulations and deepens ties with major tech firms, federal AI usage is expected to rise. However, ensuring transparency and educating the public remain crucial for building trust in government AI applications. AI Governance Framework The foundation for federal AI governance was established under Trump’s first term, with executive orders EO 13859 (2019) and EO 13960 (2020). EO 13960 mandated an annual AI use case inventory, significantly expanding under Biden—from 710 cases in 2023 to 2,133 in 2024. Reggie Townsend, VP of Data Ethics at SAS and a National AI Advisory Committee (NAIAC) member, emphasized the importance of this transparency: “The inventory was a crucial first step in building public trust.” Biden’s EO 14110 (2023) introduced stronger AI guardrails, requiring agencies to designate chief AI officers, disclose safety-related AI use cases, and implement risk management guidelines. However, on his first day in office, Trump rescinded EO 14110, signaling a shift toward deregulation. AI Applications in Government The 2024 federal AI inventory reported 2,133 AI use cases across 41 agencies. The Department of Health and Human Services (HHS) led with 271 cases, reflecting a 66% increase from the previous year. Key applications include: Harvard Kennedy School adjunct lecturer Bruce Schneier anticipates even broader AI integration in government, from automating reports to drafting legislation and conducting audits. Despite growing interest, the federal government lags behind the private sector in AI adoption, especially for generative AI, due to concerns over bias, reliability, and transparency. AI Under a Second Trump Term Trump’s return to office in 2025 signals an AI policy shift favoring reduced oversight and enhanced global AI leadership. “Federal AI adoption will accelerate under Trump,” West said, citing efforts to integrate major tech figures into federal initiatives. Notably, Trump appointed xAI owner Elon Musk to lead the newly rebranded Department of Government Efficiency, formerly the U.S. Digital Service. This agency is tasked with modernizing federal technology, reducing costs, and driving deregulation. With EO 14110 rescinded, the scope of AI governance under Trump remains uncertain. “Will he eliminate all guardrails, or keep some protections? That’s something to watch,” West noted. Big Tech’s Role in Federal AI Trump’s inauguration underscored tech industry influence, with Elon Musk, Mark Zuckerberg, Jeff Bezos, and Sundar Pichai in attendance. Major tech firms, including Amazon, Google, and Microsoft, each contributed $1 million to the event, while OpenAI CEO Sam Altman made a personal $1 million donation. Some companies are aligning with the administration’s stance on AI and content moderation. Meta, for instance, has replaced its fact-checking services with a community-driven model similar to X’s Community Notes and relaxed its moderation policies. A deregulated AI landscape could benefit big tech, particularly in areas like AI safety standards and data copyright issues, while advancing the administration’s vision for U.S. AI dominance. AI’s Future in Government On his second day in office, Trump announced a $500 billion AI infrastructure investment, forming Stargate—a coalition of OpenAI, SoftBank, MGX, and Oracle—to expand AI infrastructure nationwide. “This will be the largest AI infrastructure project in history,” Trump declared, emphasizing the need for AI leadership against global competitors like China. However, West warned that accelerated adoption must be managed carefully: “It’s critical that AI is implemented fairly, with privacy and security safeguards in place.” Building AI Literacy Effective AI deployment requires education within federal agencies. “Many government workers lack AI expertise, making it difficult to procure and implement AI solutions effectively,” West said. NAIAC’s Townsend advocates for structured AI training, tailored to different federal roles. Public AI literacy is also crucial, with initiatives like the National AI Research Resource (NAIRR) promoting equitable access to AI education and development. “The public must be informed enough to hold the government accountable on AI issues,” Townsend concluded. As AI adoption accelerates, striking a balance between innovation, oversight, and public trust will define the next phase of federal AI policy. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 19, 2025in Data, Generative AI, Google, Public Sector Solutions, Technology
Is Your LLM Agent Enterprise-Ready?
26Nov

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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November 26, 2024in Data, Enterprise, Salesforce, Salesforce Service Cloud
Ready or Not Here AI Agents Come
20Nov

Ready or Not Here AI Agents Come

As organizations embrace the growing presence of AI agents, leaders must address concerns about allowing autonomous systems to operate in sensitive environments. AI agents, often viewed as the future of how enterprises deploy large language models, raise important questions around security and identity management. The rise of agentic AI has been notable in 2024, with Google launching its Vertex AI Agents, Salesforce introducing Agentforce, and AWS rolling out the re Agent for Amazon Bedrock. These agents promise to deliver significant value by executing tasks using natural language commands, reasoning through the best solutions, and taking action without human intervention. However, as Katie Norton, research manager for DevSecOps & Software Supply Chain Security at IDC, highlighted at Venafi’s Machine Identity Conference, AI agents present unique security challenges. Unlike robotic process automation (RPA), AI agents act autonomously, creating a need for secure machine identities, especially as they access sensitive data across multiple systems. Matt McLarty, CTO at Boomi, added that the complexity of managing agentic AI revolves around ensuring proper authentication and authorization. He pointed out scenarios where agents dynamically interact with systems, such as opening support tickets, which require secure verification of agent access rights. While these agents offer significant potential, businesses are not yet prepared to issue credentials for autonomous agents, according to McLarty. The current reliance on existing authentication and authorization systems needs to evolve to support these new AI capabilities. He also emphasized the importance of pairing agents with human oversight, ensuring that access and actions are traceable. As AI advances into its third wave, characterized by autonomous agents capable of reasoning and action, companies need to rethink their approaches to workforce collaboration. These agents will handle low-value, time-consuming tasks, while human workers focus on strategic initiatives. In sales, for example, AI agents will manage customer interactions, schedule meetings, and resolve basic issues, allowing salespeople to build deeper relationships. At Dreamforce 2024, Salesforce unveiled Agentforce, a platform that empowers organizations to build and deploy customized AI agents across service, sales, marketing, and commerce. This suite aims to increase efficiency, productivity, and customer satisfaction. However, for AI agents to succeed, they must complement human skills and operate within established guardrails. Organizations need to implement audit trails to ensure accountability and develop training programs for employees to effectively collaborate with AI. Ultimately, the future of work will feature a hybrid workforce where humans and AI agents work together to drive innovation and success. As companies move forward, they must ensure AI agents understand their limits and recognize when human intervention is necessary. This balance between AI-driven efficiency and human oversight will enable businesses to thrive in an ever-evolving landscape. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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November 20, 2024in Data, Enterprise, Google, Salesforce
Enterprises are Adopting AI-powered Automation Platforms
12Nov

Enterprises are Adopting AI-powered Automation Platforms

The rapid pace of AI technological advancement is placing immense pressure on teams, often leading to disagreements due to the unrealistic expectations businesses have for the speed and agility of new technology implementation. A staggering 88% of IT professionals report that they are unable to keep up with the flood of AI-related requests within their organizations. Executives from UiPath, Salesforce, ServiceNow, and ManageEngine offer insights into how enterprises can navigate these challenges. Leading enterprises are adopting AI-powered automation platforms that understand, automate, and manage end-to-end processes. These platforms integrate seamlessly with existing enterprise technologies, using AI to reduce friction, eliminate inefficiencies, and enable teams to achieve business goals faster, with greater accuracy and efficiency. This year’s innovation drivers include tools such as Intelligent Document Processing, Communications Mining, Process and Task Mining, and Automated Testing. “Automation is the best path to deliver on AI’s potential, seamlessly integrating intelligence into daily operations, automating backend processes, upskilling employees, and revolutionizing industries,” says Mark Gibbs, EMEA President, UiPath. Jessica Constantinidis, Innovation Officer EMEA at ServiceNow, explains, “Intelligent Automation blends Robotic Process Automation (RPA), Artificial Intelligence (AI), and Machine Learning (ML) with well-defined processes to automate decision-making outcomes.” “Hyperautomation provides a business-driven, disciplined approach that enterprises can use to make informed decisions quickly by analyzing process and data feedback within the organization,” adds Constantinidis. Thierry Nicault, AVP and General Manager at Salesforce Middle East, emphasizes that while companies are eager to embrace AI, the pace of change often leads to confusion and stifles innovation. He notes, “By deploying AI and Hyperintelligent Automation tools, organizations can enhance productivity, visibility, and operational transformation.” Automation is driving growth and innovation across industries. AI-powered tools are simplifying processes, improving business revenues, and contributing to economic diversification. Ramprakash Ramamoorthy, Director of AI Research at ManageEngine, highlights how Hyperintelligent Automation, powered by AI, uses tools like Natural Language Processing (NLP) and Intelligent Document Processing to detect anomalies, forecast business trends, and empower decision-making. The IT Pushback Despite enthusiasm for AI, IT professionals are raising concerns. A Salesforce survey revealed that 88% of IT professionals feel overwhelmed by the influx of AI-related requests, with many citing resource constraints, data security concerns, and data quality issues. Business stakeholders often have unrealistic expectations about how quickly new technologies can be implemented, creating friction. According to Constantinidis of ServiceNow, many organizations lack transparency across their business units, making it difficult to fully understand their processes. As a result, automating processes becomes challenging. She adds, “Before full hyperautomation is possible, issues like data validation, classification, and privacy must be prioritized.” Automation platforms need accurate data, and governance is crucial in managing what data is used for AI models. “You need AI skills to teach and feed the data, and you also need a data specialist to clean up your data lake,” Constantinidis explains. Gibbs from UiPath stresses that automation must be designed in collaboration with the business users who understand the processes and systems. Once deployed, a feedback loop ensures continuous improvement and refinement of automated workflows. Ramamoorthy from ManageEngine notes that adopting Hyperintelligent Automation alongside existing workflows poses challenges. Enterprises must evaluate their technology stack, considering the costs, skills required, and the potential benefits. Strategic Integration of AI and Automation To successfully implement Hyperintelligent Automation tools, enterprises need a blend of IT and business skills. Mark Gibbs of UiPath points out, “These skills ensure organizations can effectively implement, manage, and optimize hyperintelligent technologies, aligning them with organizational goals.” Salesforce’s Nicault adds, “Enterprises must empower both IT and business teams to embrace AI, fostering innovation while ensuring the technology delivers real value.” Business skills are equally crucial, including strategic planning, process analysis, and change management. Ramamoorthy emphasizes that these competencies help identify automation opportunities and align them with business goals. According to Bassel Khachfeh, Digital Solutions Manager at Omnix, automation must be implemented with a focus on regulatory and compliance needs specific to the industry. This approach ensures the technology supports future growth and innovation. Transforming Customer Experiences and Business Operations As automation evolves, it’s transforming not only back-end processes but also customer experiences and decision-making at every level. Constantinidis from ServiceNow explains that hyperintelligence enables enterprises to predict outcomes and avert crises by trusting AI’s data accuracy. Gibbs from UiPath adds that automation allows enterprises to unlock untapped opportunities, speeding up the transformation of manual processes and enhancing business efficiency. AI is already making an impact in areas like supply chain management, regulatory compliance, and customer-facing processes. Ramamoorthy of ManageEngine notes that AI-powered NLP is revolutionizing enterprise chatbots and document processing, enabling businesses to automate complex workflows like invoice handling and sentiment analysis. Khachfeh from Omnix highlights how Cognitive Automation platforms elevate RPA by integrating AI-driven capabilities, such as NLP and Optical Character Recognition (OCR), to further streamline operations. Looking Ahead Hyperintelligent Automation, driven by AI, is set to revolutionize industries by enhancing efficiency, driving innovation, and enabling smarter decision-making. Enterprises that strategically adopt these tools—by integrating IT and business expertise, prioritizing data governance, and continuously refining their automated workflows—will be best positioned to navigate the complexities of AI and achieve sustainable growth. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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November 12, 2024in Agentforce Platform, Artificial Intelligence, Data, Enterprise, Salesforce, Technology
AI Agents
30Oct

AI Agents Interview

In the rapidly evolving world of large language models and generative AI, a new concept is gaining momentum: AI agents. AI Agents Interview explores. AI agents are advanced tools designed to handle complex tasks that traditionally required human intervention. While they may be confused with robotic process automation (RPA) bots, AI agents are much more sophisticated, leveraging generative AI technology to execute tasks autonomously. Companies like Google are positioning AI agents as virtual assistants that can drive productivity across industries. In this Q&A, Jason Gelman, Director of Product Management for Vertex AI at Google Cloud, shares insights into Google’s vision for AI agents and some of the challenges that come with this emerging technology. AI Agents Interview How does Google define AI agents? Jason Gelman: An AI agent is something that acts on your behalf. There are two key components. First, you empower the agent to act on your behalf by providing instructions and granting necessary permissions—like authentication to access systems. Second, the agent must be capable of completing tasks. This is where large language models (LLMs) come in, as they can plan out the steps to accomplish a task. What used to require human planning is now handled by the AI, including gathering information and executing various steps. What are current use cases where AI agents can thrive? Gelman: AI agents can be useful across a wide range of industries. Call centers are a common example where customers already expect AI support, and we’re seeing demand there. In healthcare, organizations like Mayo Clinic are using AI agents to sift through vast amounts of information, helping professionals navigate data more efficiently. Different industries are exploring this technology in unique ways, and it’s gaining traction across many sectors. What are some misconceptions about AI agents? Gelman: One major misconception is that the technology is more advanced than it actually is. We’re still in the early stages, building critical infrastructure like authentication and function-calling capabilities. Right now, AI agents are more like interns—they can assist, but they’re not yet fully autonomous decision-makers. While LLMs appear powerful, we’re still some time away from having AI agents that can handle everything independently. Developing the technology and building trust with users are key challenges. I often compare this to driverless cars. While they might be safer than human drivers, we still roll them out cautiously. With AI agents, the risks aren’t physical, but we still need transparency, monitoring, and debugging capabilities to ensure they operate effectively. How can enterprises balance trust in AI agents while acknowledging the technology is still evolving? Gelman: Start simple and set clear guardrails. Build an AI agent that does one task reliably, then expand from there. Once you’ve proven the technology’s capability, you can layer in additional tasks, eventually creating a network of agents that handle multiple responsibilities. Right now, most organizations are still in the proof-of-concept phase. Some companies are using AI agents for more complex tasks, but for critical areas like financial services or healthcare, humans remain in the loop to oversee decision-making. It will take time before we can fully hand over tasks to AI agents. AI Agents Interview What is the difference between Google’s AI agent and Microsoft Copilot? Gelman: Microsoft Copilot is a product designed for business users to assist with personal tasks. Google’s approach with AI agents, particularly through Vertex AI, is more focused on API-driven, developer-based solutions that can be integrated into applications. In essence, while Copilot serves as a visible assistant for users, Vertex AI operates behind the scenes, embedded within applications, offering greater flexibility and control for enterprise customers. The real potential of AI agents lies in their ability to execute a wide range of tasks at the API level, without the limitations of a low-code/no-code interface. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 30, 2024in Generative AI
Necessary Salesforce Admin Skills
28Oct

Necessary Salesforce Admin Skills

In 2023, Salesforce Admins created 230,000 objects, generated over 2.7 billion reports monthly, and performed 1 trillion AI predictions weekly. These figures highlight the critical role of an Admin in the Salesforce ecosystem. However, becoming an expert Salesforce Admin requires more than just technical know-how. A blend of both technical and soft skills is essential to truly excel in this role. Whether you’re new to the role or looking to enhance your skills, learning the right abilities is key to thriving as a Salesforce Admin. In this guide, we’ll cover the essential Salesforce Admin skills you need to effectively manage the platform and drive business success. Key Takeaways 14 Essential Salesforce Admin Skills to Master These are some of the key skills outlined in Salesforce’s “Admin Skills Kit” that will help you secure top Salesforce Admin positions. 1. Communication Strong communication skills are critical for Salesforce Admins, who act as the link between technical teams, stakeholders, and users. You’ll need to explain complex processes clearly so that all parties can understand. Why It Matters: Clear communication ensures users can effectively engage with the platform and make informed decisions based on Salesforce data. How To Improve: Practice simplifying technical concepts, actively listen to others’ needs, and refine your ability to convey information clearly. 2. Problem Solving Challenges will arise in your role, from system errors to user issues. Having strong problem-solving skills allows you to identify the root cause of issues and quickly implement effective solutions. Why It Matters: Efficient problem resolution minimizes downtime and keeps the Salesforce platform running smoothly. How To Improve: Break down problems into manageable parts, brainstorm solutions, and always evaluate the impact of your decisions. 3. Attention to Detail Salesforce admins deal with complex data and processes that require accuracy. From maintaining data integrity to configuring processes, attention to detail is crucial. Why It Matters: Even small errors can result in inaccurate data, security risks, or inefficient processes. How To Improve: Double-check your work, use Salesforce validation tools, and ensure all workflows are correctly configured before launching. 4. Learner’s Mindset Salesforce evolves constantly, with frequent updates and new features. A learner’s mindset helps you stay on top of these changes and continuously improve your skills. Why It Matters: The more you know, the more value you bring. Keeping up with updates ensures you’re using the latest tools to benefit your organization. How To Improve: Engage with Salesforce communities, complete Trailhead modules, and attend webinars to stay current. 5. User Management As an Admin, you’ll be responsible for managing users, creating profiles, setting roles and permissions, and ensuring proper access to data. Why It Matters: Proper user management boosts productivity while ensuring data security. How To Improve: Learn the ins and outs of Salesforce profiles, roles, and permission sets, and practice managing users in a sandbox environment. 6. Security Management In today’s digital age, data security is a top priority. Salesforce Admins are responsible for safeguarding organizational data from unauthorized access or breaches. Why It Matters: Poor security can lead to data leaks, damaging the company’s reputation and finances. How To Improve: Master security settings, understand field-level permissions, and stay informed on two-step verification and audit tracking. 7. Business Analysis Admins need to understand the business needs of their organization. Business analysis skills help you gather requirements, understand workflows, and tailor Salesforce to meet those needs. Why It Matters: The better you understand the business, the more effectively you can customize Salesforce to add value. How To Improve: Collaborate with stakeholders to identify pain points and design solutions that address specific business needs. 8. Data Analysis Working with large data sets is a regular part of being a Salesforce Admin. Knowing how to analyze data and generate insights is essential. Why It Matters: Data analysis drives informed decision-making, streamlines workflows, and improves communication. How To Improve: Familiarize yourself with Salesforce’s reporting tools, dashboards, and data export features. 9. Data Management Effective data management is critical to maintaining a well-functioning Salesforce system. This involves data transfers, cleaning, deduplication, and archiving. Why It Matters: Clean and organized data supports accurate reporting and better decision-making. How To Improve: Learn best practices for data imports, validation rules, and data maintenance tools like Data Loader. 10. Designer’s Mindset Admins with a designer’s mindset can create user-friendly interfaces and workflows that enhance the system’s usability. Why It Matters: A well-designed interface improves the user experience, making work more efficient and enjoyable. How To Improve: Use the Lightning App Builder to create custom page layouts and optimize user flows. 11. Change Management When implementing new processes or updates, effective change management is key. This includes communication, ensuring smooth transitions, and training users on new features. Why It Matters: Proper change management ensures high adoption rates and a smooth transition to new features or updates. How To Improve: Develop communication plans, conduct training, and gather user feedback during transitions. 12. Process Automation Salesforce’s automation capabilities allow admins to streamline repetitive tasks. Automation skills help you create workflows, approval processes, and automated communications. Why It Matters: Automating repetitive tasks saves time and ensures that critical business processes are followed consistently. How To Improve: Learn how to use Flows, Process Builder, and Workflow Rules to automate business operations. 13. Product Management A product management mindset helps Admins align the platform with users’ and stakeholders’ needs, ensuring Salesforce delivers value to the organization. Why It Matters: Meeting evolving business needs ensures you continue to add value as an Admin. How To Improve: Collect user feedback, prioritize requests, and align updates with overall business goals. 14. Project Management Salesforce Admins often lead projects such as implementing new features or migrating data. Strong project management skills are essential to execute these tasks effectively. Why It Matters: Good project management ensures that goals are met on time and within budget. How To Improve: Get comfortable with project management tools, scheduling, resource management, and stakeholder communication. Conclusion The role of a Salesforce Admin combines both technical and soft skills like communication,

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October 28, 2024in Data, Salesforce
Market Insights and Forecast for Quote Generation Software
26Oct

Market Insights and Forecast for Quote Generation Software

Market Insights and Forecast for Quote Generation Software for Salesforce (2024-2031): Key Players, Technology Advancements, and Growth Opportunities A recent research report by WMR delves into the Quote Generation Software for Salesforce Market, offering over 150 pages of in-depth analysis on business strategies employed by both leading and emerging industry players. The study provides insights into market developments, technological advancements, drivers, opportunities, and overall market status. Understanding market segments is essential to identify key factors driving growth. Comprehensive Market Insights The report provides an extensive analysis of the global market landscape, including business expansion strategies designed to increase revenue. It compiles critical data about target customers, evaluating the potential success of products and services prior to launch. The research offers valuable insights for stakeholders, including detailed updates on the impact of COVID-19 on business operations and the broader market. The report assesses whether a target market aligns with an enterprise’s goals, emphasizing that market success hinges on understanding the target audience. Key Players Featured: Market Segmentation By Types: By Applications: Geographical Overview The Quote Generation Software for Salesforce Market varies significantly across regions, driven by factors such as economic development, technical advancements, and cultural differences. Businesses looking to expand globally must account for these variations to leverage local opportunities effectively. Key regions include: Competitive Landscape The report offers a detailed competitive analysis, highlighting: Highlights from the Report Key Market Questions Addressed: Reasons to Purchase this Report: This report provides a valuable roadmap for businesses aiming to navigate the evolving Quote Generation Software for Salesforce Market, helping them make informed decisions and strategically position themselves for growth. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 26, 2024in Data, Enterprise, Salesforce, Technology

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