Salesforce
Salesforce MCP: Is CRM Data Enough for Your AI Agent?
TL;DR Connecting Salesforce to Claude via MCP is the advancement the SERP says it is. You authenticate once, your AI agent queries live CRM data, ...
by Nevena Rudan · Sep 24
Salesforce Report Types Guide: 4 Reports Every Sales Pro Should Use
Are there weak spots in your sales pipeline? What was your average deal value in the last quarter? Or the average sales cycle length? Monitoring ...
by Stefana Zaric · Mar 10, 2025
How to Schedule a Salesforce Report Easily: A Step-by-Step Guide
Imagine having an additional six hours every week. You’d be able to do a lot more, right? That’s exactly how much you might be able ...
by Alexander B. Pavlinek · Feb 24
Salesforce Report Builder: A Step-By-Step Guide on How to Create Powerful Reports
Are you struggling to create meaningful reports for your company? Does the sales team still provide you with spreadsheets for forecasts and you have to ...
by Filip Stojanovic · Nov 13, 2023
How to Create and Use Reporting Snapshots in Salesforce: A Step By Step Guide
Tracking your company’s historical performances and analyzing previous trends can be beneficial for a number of reasons. By having insight into historical data, you will ...
by Filip Stojanovic · Sep 5, 2023
HubSpot CRM vs. Salesforce: How to Choose the Right CRM
If you stumbled across this post, there is a good chance you are looking for customer relationship management (CRM) software. The two dominant players in ...
by Jessica Malnik · Apr 9, 2024
New Integration: Track and Analyze Your Marketing Automation with Salesforce Pardot + Databox
Hi there, Salesforce Pardot users ? Today, we’re excited to announce our new integration with Salesforce Pardot. It will enable you to track and visualize ...
by Tamara Omerovic · Dec 16, 2020