What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? The good news is that it’s out there, and it can help in this challenging competitive landscape. Rated as a leader by The Forrester Wave Report™: Financial Services CRM, Salesforce knows service — of any kind. Financial services CRMs are … [Read more...] about 5 Things Your Financial Services CRM Needs to Have
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Small Business Sales: A Complete Guide
Small and midsize businesses (SMBs) represent a huge opportunity for sellers. According to the U.S. Small Business Administration (SBA), 99.9% of U.S. businesses are small businesses. That means there are a lot of prospects to go after. Even better, SMBs tend to make decisions faster than enterprise companies, in part because there are fewer decision-makers involved. What does … [Read more...] about Small Business Sales: A Complete Guide
Building a Copilot? Start with Basics of Conversational AI
Generative AI and LLMs (large language models) have turned the world of conversation design upside down. People were already on the fence about automation and chatbots. And now, they’re also learning about autonomous agents. When experimenting with conversational AI, it’s easy to get lost in the innovation and forget the principles behind it. That’s when resources, such as our … [Read more...] about Building a Copilot? Start with Basics of Conversational AI
Salesforce Admin Tips: How to Deliver Success for Your Company
Salesforce Admins have the power to deliver success for their companies. How do they do it? Here are my four Salesforce Admin tips to deliver success for your organization. 1. Hone your skills To be a great Salesforce Admin, it’s not just about having great technical skills. Technical + soft skills = admin success! The Salesforce Admins Skills Kit features 14 skills Salesforce … [Read more...] about Salesforce Admin Tips: How to Deliver Success for Your Company
Why Your Small Business Should Care About Clean Data
As AI intensifies the need for trusted data, many businesses are rushing to fortify their data foundations. In fact, 86% of analytics and IT leaders agree that AI’s outputs are only as good as its data inputs. To get the most out of data for small businesses, it needs to be “clean.” Clean data — or data and records that are free of inaccuracies, duplications, and blanks — … [Read more...] about Why Your Small Business Should Care About Clean Data