Introduction Salesforce vs Zoho — that question usually comes up after a leadership meeting, before a CRM budget approval, and right when someone says, “We just need something that works.” We’ve been in those rooms. Whiteboard half full. Coffee going cold. Marketing wants automation yesterday. Ops wants visibility. Sales just wants fewer clicks. And here’s […]
Introduction How to win with Salesforce in 2026 isn’t about buying more clouds, enabling more licenses, or chasing every shiny AI release. It’s about alignment. Between business goals and CRM strategy. Between internal teams and external partners. And—this part is often overlooked—between ambition and execution reality. We’ve sat in enough kickoff meetings to recognize the […]
Introduction Agentforce is changing how companies approach AI inside Salesforce—but not in the loud, disruptive way most people expect. More often than not, the conversation starts quietly. A leadership team wonders if AI can remove friction somewhere. Not everywhere. Just somewhere useful. And then the doubts creep in. The data isn’t perfect. The processes are […]
Introduction There’s a moment most Salesforce teams recognize immediately. Everything looks fine.Data is clean.Automations are doing their thing.Approvals are wrapped up. Then someone asks for a PDF. That’s usually when momentum drops a notch. Not because Salesforce can’t handle the data — it can. The real issue has always been what happens after the data […]
Introduction Salesforce integrations always look tidy in planning sessions A few systems. Some arrows on a slide. Someone confidently saying, “This should be straightforward.” And for a while, it is. The integration passes testing. Demos go well. Stakeholders sign off. Everyone moves on. Then real usage begins. A few weeks later, small cracks start to […]