Blog

Sales person sitting at a desk and working on a computer. She is looking at spreadsheets that show competitive pricing strategies.

What Is Competitive Pricing? Definition and benefits

So you’ve developed a great product, and you’re feeling confident about the value you’re bringing to market. But the competition is fierce, and you’re not sure how to attract customers. Enter competitive pricing. There are cases in which a business brings an entirely new product

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Clone Records in Microsoft Dynamics 365 CRM

Clone Records in Microsoft Dynamics 365 CRM!

Imagine a customer service team at a busy call center handling a flood of new requests and inquiries. Each record, including service requests and support tickets, requires meticulous manual entry, which can consume up to 40% of an employee’s time and lead to errors. Most

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Image of financial services professionals

Who Is a FinServ Innovator?

When I started my career, I struggled through internet searches and industry-specific events to find “my tribe” — those people who understand the professional journey and can help navigate the path to success. I looked all over to find community. Along the way, I was

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Illustration of a person holding a briefcase and running on a career path representing SDR

The SDR Career Path: A Guide to SDR Development

The SDR, or Sales Development Rep, is the backbone of many successful sales organizations. SDRs play a vital role in building business, managing inbound inquiries, booking meetings, qualifying leads, and prospecting. However, the role of the SDR is often thankless. They face constant rejection, and

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A robot representing Agentforce holds a pencil after checking off five days on a calendar: build an AI agent

How To Build an AI Agent in 5 Days

It was Sept. 12, a week before Dreamforce, our biggest event of the year. I was Slacking at work as usual (no pun intended), when I received a ping from my manager, Claire Cheng, vice president, software engineering: “Hi, Robert. We’d like your help on

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