AI Agents

Salesforce account planning breaks down fast when the planning artifact lives somewhere else. Plenty of teams still run account planning out of a spreadsheet because…

Opportunity stages in Salesforce are supposed to tell you where a deal stands, but stages don’t do anything on their own. A brand-new opportunity can…

Salesforce opportunity management is full of “small” moments that decide whether a deal moves forward or stalls. Creating an opportunity is one of those moments:…

Creating an opportunity in Salesforce is a critical moment in the sales process because it signals that a deal has real potential. While the opportunity…

Lead scoring in Salesforce is meant to signal priority, but those signals are easy to miss when they live only inside the CRM. A score…

Salesforce lead scoring is only useful if score changes actually influence behavior. Scores often update quietly in the background, while sales teams continue working from…