Salesforce CTI Integration: A Buyer’s Checklist and Test Plan
Evaluate Salesforce CTI integration with a practical checklist for record matching, call logging, permissions, screen pops, and failure recovery.
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Today’s edition
Evaluate Salesforce CTI integration with a practical checklist for record matching, call logging, permissions, screen pops, and failure recovery.
Dreamforce this year was an epic rebirth in many ways of AI for CRM, and a lot more than CRM. I’ll share more thoughts on that soon. But being back there brought up a memory from a Dreamforce years ago that I think about more than almost anything else from…
At Dreamforce 2026, Salesforce presented its most complete vision yet for the “agentic enterprise.” It shifted the core focus away from individual apps (such as those focused on sales, services, or marketing) and unified them through a single architecture…
Revenue operations tools are the connected software systems that help marketing, sales, customer success, and other revenue teams work from shared data and processes across the customer lifecycle. A CRM can serve as the system of record. Still, a RevOps stack…
The grocer, in partnership with Vidmob and MMA Global, was able to forecast e-commerce conversion of ad creative with 81% accuracy.
John Ludeke, most recently chief brand officer at the Unilever brand, is tasked with deepening consumer connections to the fast-casual chain.
Chief Growth Officer Mary Beech details how work with brand consultancy Redscout turned consumer insights into campaigns and a communication style.