Customer Experience

Article

Five best practices for using Slack with Salesforce

Sales reps lose too much time to admin work and platform switching. Learn how integrating Slack with Salesforce cuts the busywork and gives reps more time to sell.

Customer Activation 90 Day Checklist Hero

Guide

B2B Sales

Customer activation 90-day checklist

Prevent new customers from becoming next year's churn problem. Download the 90-day activation checklist for B2B customer success and onboarding teams.

5 Ways Tableau AI agents drive better business outcomes - Hero

Article

Salesforce

Five ways Tableau AI agents drive better business outcomes

See how Tableau AI agents can turn data exploration, preparation and visualization into an assisted, governed and repeatable business process.

Article

Salesforce

Airtable versus Salesforce: which fits your workflow?

Deciding between Airtable versus Salesforce? We break down the strengths, quirks and real-world wins of each — so your workflow never misses a beat.

Article

CX Analytics & Metrics

How predictive analytics powers proactive interventions before customers churn

Discover how predictive analytics prevents customer churn before issues arise. Learn strategies to implement proactive CX interventions that drive retention.

Salesforce Health Cloud vs. Legacy EHR Systems

Article

Salesforce Healthcare

Salesforce Health Cloud versus legacy EHR systems

Compare Salesforce Health Cloud to legacy EHR systems and see why providers are switching to unify data, streamline workflows and boost ROI.

Report

Outsourcing Partnerships

NEAT evaluation for TELUS Digital: CX Services Transformation

Access the findings of the NelsonHall NEAT vendor evaluation for CX Services Transformation in the Overall, CX Improvement Capability, Cost Optimization Capability and Revenue Generation Capability market segments.

Questions for now customer success strategic partners image

Podcast

26 minsNovember 18, 2025

How do customer success leaders become strategic partners?

On this episode, we explore what it takes to shift from vendor to strategic partner — and why good metrics alone don't guarantee renewals.

How businesses prepare to implement AI Agents

Article

Salesforce

How businesses prepare to implement AI agents

How can businesses optimize AI agents into strategic assets? Having the right foundation for scalable growth is key.

Article

Salesforce

What is Agentforce Vibes? Our full breakdown

Discover how Agentforce Vibes boosts Salesforce delivery with AI, governance and chat to make complex dev work feel refreshingly simple.

Article

AI-Powered CX

Why consumers prefer AI assistants to apps, and how brands should respond

Discover why consumers are choosing AI assistants over traditional apps and how brands can adapt to this shift in digital experience.

Article

Salesforce

Three steps to building a loyalty management strategy

Loyalty programs aren't new, but building one that works still takes strategy. Learn the three steps to designing a customer loyalty program that drives repeat revenue and referrals.