Monthly Archives

Introduction: Automation has moved far beyond simple workflows and rule-based bots. Today’s customers expect instant, personalized, and consistent interactions across every channel — while internal teams need faster processes and fewer manual tasks. Salesforce Agentforce represents a major evolution in CRM automation. It introduces autonomous AI agents that don’t just respond — they reason, decide,… Continue Reading How to Automate Sales, Service, and Support Using Salesforce Agentforce

Introduction: Asset managers and wealth-focused organizations often receive critical business data in recurring cycles—biannual consultant datasets, distribution lists, event and conference files, CRM exports, and research data. The challenge isn’t access to information, but fragmentation. Each source arrives with different schemas, identifiers, and varying data quality, making it difficult for distribution and marketing teams to… Continue Reading How to Build a Multi-Source Data Harmonization Platform in BigQuery (with CoreSignal Enrichment)

Introduction: For over a decade, Salesforce has helped organizations centralize customer data, automate workflows, and improve visibility across sales, service, and marketing. But despite these advances, most CRM systems still rely heavily on human-triggered actions. A rep updates a record. An agent clicks a button. A manager runs a report. According to Salesforce ecosystem surveys,… Continue Reading Why Salesforce Agentforce Is the Future of AI-Powered CRM Automation