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AgentExchange $50M Builders Initiative for ISVs
Salesforce committed $50M to ISV partners building agents — capital, engineering support, GTM programs. Who qualifies and what's included.
Slack as Primary CRM Interface in 2026
Reps increasingly live in Slack for CRM work. What changes operationally, what still requires the Salesforce UI.
IntegrationHub Circuit Breakers: Stop Cascading Outage Patterns
An IntegrationHub spoke calling a flaky vendor will retry forever and queue your entire instance. Here is the circuit breaker pattern that prevents it.
Custom App Patterns on the Now Platform
Scoping, tables, security, UI — the patterns behind custom apps that graduate from 'it works' to 'it scales'.
ServiceNow HR Service Delivery: A Practical Overview
Case management, lifecycle events, employee service center, knowledge, and the data privacy considerations HR admins must design for.
Zoho Inventory Bundles: Configure Once, Sell Confidently
Composite items, bundles, and kits trip up most CRM-Inventory setups. Here is the configuration that keeps stock counts honest and quotes accurate.
Zoho One vs CRM Plus: The Decision That Defines Your Stack
Both bundles look attractive. They serve different orgs. Here is the decision framework and the migration cost if you start in the wrong one.
Schema Migration in Zoho CRM: Stop Adding Fields, Start Designing
Every CRM rots from too many fields, too few decisions. A discipline for schema migrations that keeps your model coherent past year three.
Zoho Sheet vs Excel for Sales Forecasting: An Honest Comparison
Excel is the lingua franca. Zoho Sheet integrates natively with CRM. Here is when to use each, and the live-link pattern that often wins.
Hierarchy Security in Dynamics 365: The Real-World Guide
Hierarchy security looks like a clean alternative to BU sprawl until you hit the depth limit. Here is what works in production environments.
Dataverse Storage Warnings: A Reduction Playbook
Storage capacity warnings start orange at 80% and turn into deployment blocks at 100%. Here is the order of operations for reclaiming space fast.
Freshservice Probe Agent: Discovery That Sees Inside Your Network
The Probe agent discovers assets behind firewalls. Plan placement, scan scope, and credentials so you find devices without alarming security.
FinOps for AI CRM: 2026 Discipline
AI costs scale unpredictably. FinOps principles — visibility, attribution, optimization — for AI in CRM.
Zero Trust Patterns for Agents in 2026
Never trust, always verify — applied to AI agents. Concrete patterns for customer-facing and internal agents.
Agentforce Agent Evaluation: How to Actually Test Agents
A practical framework for evaluating Agentforce agents — test sets, metrics, graders, and how to catch regressions before production.
A Background Script Safety Protocol Your Team Will Follow
Background Scripts are how outages happen. Here is a lightweight protocol that stops the worst mistakes without slowing real work.
Problem Management RCA Templates That Drive Action
Most RCA documents are filed and forgotten. Templates that capture the right structure turn root cause into change tickets, not just narrative.
ServiceNow Knowledge Management: Keep Articles Current
Article lifecycle, approvals, retention, usage analytics, and the governance that keeps KB from becoming landfill.
Bigin Pipeline Plus: Why Service Businesses Outgrew the Old Bigin
Bigin Pipeline Plus added multi-pipeline, team views, and service workflows. Here is when it is the right fit and what to migrate from spreadsheets.
Dynamics 365 2026 Release Wave 1: What's Landing
April-September 2026. Copilot and agents across Sales, Customer Service, Contact Center, Business Central. The highlights.
Accessibility for AI CRM in 2026
Voice interfaces must work for users with speech differences. Chat must work with screen readers. Accessibility is design, not afterthought.
CRM Practitioner Skills for 2026
Beyond configuration — data modeling, AI governance, agent design, evaluation, integration architecture. The expanded skillset.
Lifecycle Stage Governance: Stop the Drift
Lifecycle stages drift backwards, skip steps, and corrupt funnel reporting within a year. Here's the governance model that holds the line.
HubSpot Live Chat to Ticket: A Handoff That Doesn't Drop Context
When live chat ends without resolution, the conversation should become a ticket with full context. Here is how to wire it without losing the thread.