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AI tools too costly? Use Salesforce AI features that you’re already paying for

Posted on October 21, 2024

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by Jonathan

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There’s no shortage of new shiny tools and features being released on virtually any CRM and business development platform these days. “Co-pilot” is being thrown around like there’s no tomorrow (where people do the actual work). While it’s important to stay...

Getting By With Case Management Using Salesforce Sales Cloud

Posted on September 29, 2020

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by Jonathan

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At a time when many are strapped for cash, it’s increasingly important to maximize one’s ROI on their existing tech stack. Working in the Salesforce ecosystem for over 10 years in the Bay area, I’ve had the great opportunity to...