Reflections from Salesforce Agentforce 2025
Attending the Salesforce Agentforce 2025 event offered sharp insights into aligning strategy, technology, and AI. Here are my five key takeaways.
Jun 11, 2025
Attending the Salesforce Agentforce 2025 event offered sharp insights into aligning strategy, technology, and AI. Here are my five key takeaways.
Jun 11, 2025
Is your CRM set up to truly support your business, or are poorly configured modules holding you back? The right setup unlocks the system's full potential.
Jun 11, 2025
January 23, 2025
Are your CRM and marketing automation systems truly empowering your team, or are they untapped tools? Effective training is the key to unlocking their full potential.
Jun 4, 2025
February 4, 2025
This blog post explores common challenges businesses encounter when using Braze (as experienced by a Braze consultant). Key pain points include data integration issues, such as incorrect data mapping and inadequate planning, and data management problems. It also highlights the complexities of mastering Braze’s Liquid language for personalisation. Learn about solutions including developing a detailed integration plan, regular data audits, real-time syncing, and investing time in learning Liquid. The post emphasises the importance of viewing Braze as more than a marketing tool, advocating for comprehensive training and cross-department collaboration. By addressing these challenges, businesses can fully leverage Braze’s capabilities and improve customer engagement.
May 15, 2025
July 23, 2024
When Salesforce works well, your team can work smarter, not harder, saving time and boosting productivity. One of its many strengths is how flexible it can be, allowing you to tailor it to mirror current processes, and continuously adapt it to align with the ever-shifting requirements of the business. But with every new field and feature, every new rollout comes an inevitable accumulation of clutter - unused fields, outdated processes, and complex configurations that may no longer serve business goals. Learn some best practices to routinely check to keep your instance in shape.
May 15, 2025
Customer experience is the bedrock upon which brands are built, nurtured, and grown. But in our quest to deliver unparalleled customer service, we often overlook another essential group: our employees. The ones who keep the engine running, answer the calls, close the deals, and solve the problems. Their experience within the organisation and with the tools they use every day, Salesforce included, is just as vital. So let's explore: How can we make Salesforce easier to use and more engaging for your team?
May 15, 2025
September 29, 2023
As customer expectations continue to evolve, marketers are constantly searching for innovative ways to deliver highly targeted, relevant, and engaging experiences. One such approach that's transforming the future of B2B marketing is hyper-personalisation, achieved through the seamless integration of CRM and marketing automation systems. Hyper-personalisation has become a crucial differentiator for businesses striving to stand out and forge meaningful connections with their target audience. Let's take a deep-dive into the world of CRM and marketing automation integration and how businesses can unlock the full potential of hyper-personalisation to foster stronger customer relationships and driving business growth.
May 15, 2025
September 19, 2024
Communicating with customers throughout their purchasing journey is essential for building strong, long-lasting relationships. However, it's not just about the initial sale; following up after purchase can be just as important. Effective follow-up communication can help you build stronger customer relationships and increase repeat business. By keeping the lines of communication open and showing that you care about their experience, you can foster customer loyalty and turn satisfied customers into brand advocates. It can also provide valuable feedback that you can use to improve your products/services and refine your overall customer experience.
May 15, 2025
April 21, 2023
Data entry is something we’re all familiar with - it’s time consuming, and requires a lot of effort to maintain. By automating data entry businesses can ensure they have accurate and relevant data to base decisions on, and save time for their employees. In this article we will describe the benefits of automating data entry in Salesforce on one Object (Contacts), using values from another related Object (Opportunities); more specifically for multi-select picklist fields storing information about service interests.
May 15, 2025
Some of our clients
