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Ideas on AI-native Salesforce delivery

Field notes on agents, delivery models and the platform work behind them — written by the team building it.

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374 articles
Online Loan Approval Reimagined With Salesforce
Case Study

Online Loan Approval Reimagined With Salesforce

Online Loan Approval Reimagined With Salesforce This fintech company provides small businesses with up to $20,000 in equipment loans. Operating in a highly competitive market, it wanted to leverage Salesforce to streamline loan origination and improve customer service. Business Challenges The company faced several challenges with its legacy origination platform: Slow Loan Processing: The existing […]

Shivam Parmar May 10, 2024
Transforming Donor Management for Nonprofit
Case Study

Transforming Donor Management for Nonprofit

Transforming Donor Management for Nonprofit  About the Company This nonprofit organization is dedicated to setting up single-teacher schools in developing countries. Its mission is to improve education accessibility, and the organization focuses on regions with limited educational resources and infrastructure. Business Challenges The nonprofit faced several challenges with its existing system: Data Management: Vital donor […]

Shivam Parmar May 10, 2024
Top 15 Apps for Salesforce Consultants in 2024
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Top 15 Apps for Salesforce Consultants in 2024

Discover the top 15 must-have apps for Salesforce consultants to boost productivity, streamline workflows, and deliver exceptional results. Read Now!

Shivam Parmar May 9, 2024
The Impact of AI on Salesforce Consultant Roles
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The Impact of AI on Salesforce Consultant Roles

Discover how AI transforms Salesforce consultant roles, enhances customer experiences, and drives data-driven CRM strategies. Read now!

Shivam Parmar May 9, 2024
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