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 […]
Introduction If you’ve ever sat in a nonprofit strategy meeting where technology becomes the unexpected villain, you’ll understand why Salesforce Nonprofit Cloud vs NPSP is such a common debate. Someone says, “We need better fundraising visibility,” another says, “Our programs team can’t track outcomes,” and before you know it… the CRM becomes the center of […]
Introduction Should you turn to a Salesforce consulting partner or a Salesforce managed service provider (MSP) when planning your next CRM initiative (or ongoing support)? That’s the question I often hear from marketing leaders, and here’s the kicker: there’s no one-size-fits-all answer. Each serves a different purpose — and choosing the “wrong” one can mean […]
Introduction Welcome to the Fourth Industrial Revolution, which is driven by connected technologies like big data, robotics, and AI. Today autonomous AI agents can act like humans, which makes them great at handling complex and changing situations using natural language processing (NLP) and advanced reasoning. Agentforce, the agentic part of the Salesforce Platform, helps quickly […]