Why Agentforce AI Use Cases Matter Let’s face it — AI sounds cool, but everyone wants to know one thing: “What can it actually do for me?” With Agentforce, the answer is: a lot. Whether you're supporting a sales team, leading a service desk, or running marketing ops, ...
Messaging for In-App and Web (MIAW) is a powerful new Salesforce product with many moving parts and setup dependencies across the platform. While Salesforce documentation provides the basics, this step-by-step guide offers key tips, configuration insights, and routing ...
Summer is heating up—and so is your Salesforce potential. The Salesforce Summer ’25 Release has arrived, bringing a wave of fresh features designed to boost productivity, sharpen insights, and keep your Salesforce instance running at peak performance. We’ve combed through ...
A leading national Network Services Company, known for designing, expanding, and maintaining critical telecom infrastructure, set out to build a modern, scalable sales foundation. With deep industry expertise across Wireline and Wireless Telecom, they knew success required ...
👋 Meet Agentforce: AI That Works With You If you’ve ever dreamed of a digital coworker to handle repetitive Salesforce tasks, Agentforce is it. It’s Salesforce’s next-gen AI framework that enables autonomous AI agents to take action across your CRM—all while you remain in ...
Delivering exceptional service is a top priority for financial institutions, especially in a member-owned model. For one national provider supporting community banks and credit unions across the U.S., outdated support channels were making it difficult to respond quickly and ...
A leading wealth management firm has spent decades helping private clients and institutions achieve their long-term financial goals. With a focus on lifetime asset management, they offer customized portfolio management services, including pension, corporate, and foundation ...
Spring is a time for growth, renewal, and fresh ideas—and the Salesforce Spring ’25 Release delivers all that and more! This season’s updates are designed to invigorate your Salesforce org, making it easier to work smarter and prepare for the months ahead. From Agentforce ...
In the pursuit of sustainability, efficiency matters as much as innovation. Our client, a leader in the renewable fuels industry, is committed to creating solutions that reduce carbon intensity in transportation and beyond. However, their growth ambitions were being ...
Managing complex projects across multiple departments can often feel like trying to juggle without a safety net. For one engineering and manufacturing organization specializing in designing and building custom equipment for the seed research industry, the challenges of ...
Providing exceptional customer service is vital for the retail grocery industry, where timely support and seamless interactions can make or break customer loyalty. A leading retail grocery chain partnered with Ascend Technologies to address critical challenges in its ...
AI isn’t just a buzzword—it’s a transformative tool that’s revolutionizing the way businesses close deals and engage with customers. For sales teams, translating raw data into real-time, actionable insights can be a challenge. Salesforce’s Einstein AI, integrated within ...
For FinTech companies managing high-stakes mortgage and lending data, access to accurate, comprehensive customer insights is essential. Our client, a leading provider of cloud-based lending and mortgage servicing solutions, manages over $2 trillion in mortgages on their ...
It may seem too soon to talk about winter, but with the Winter '25 Salesforce release arriving early, it's the perfect time to start planning for the season ahead. This release is packed with powerful new features that are set to transform your Salesforce experience long ...
Navigating the road to success requires more than just speed—it demands precision and agility. For an industry leader in developing and marketing vehicle service contracts, managing complex sales processes and tracking performance was becoming a challenging ride. Despite ...
