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 […]
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 […]