CRM Basics

You don’t need a technical background to succeed in tech sales.The most effective AEs win on relationships, business impact, and […]

Quick answer: To segment contacts in a CRM, group them by shared attributes — location, job title, lifecycle stage, tags,

AI is changing how we work, fast. With the rise of large language models and agentic tools, anyone can now

Quick answer: To automate follow-up emails, use your CRM’s email sequences to send spaced, automatic messages after a set delay,

If you’ve been building AI agents in the legacy Agentforce Builder, it’s time to plan your move.  The new Agentforce

Every marketer has stared at an unsubscribe notification and felt a small sting. But here is the thing: a reason

You didn’t start your business to spend your days buried in spreadsheets, chasing leads, or copy-pasting customer info between apps.

Every marketing executive I talk to has the same story: their company has adopted AI tools, their teams are experimenting

When Ireoluwa Bayo-Tofowomo joined the Salesforce Future Pathways programme in London, she focused on learning the ropes of her tech

In a mature org with limited documentation and a major release on the horizon, there is often a gap between