Customer Insights
Insights
Insights reveal what customers truly want and need, enabling businesses to tailor their offerings and marketing efforts.
Analyzing data from various sources, such as sales figures, customer feedback, and market research, can reveal patterns and trends.
Data Strategy
How Data Modernization is Reshaping Business Intelligence.Learn how modern data platforms enable real-time insights, better governance, and predictive analytics for informed decision-making.
Key Points
- Real-time analytics with Azure Synapse and Power BI
- Importance of a data governance framework
Digital Transformation
The Future of Automation with Microsoft Power Platform.Power Automate and Power Apps are revolutionizing the way businesses build solutions fast.
Key Points
- Citizen development: Empowering employees
- Use cases across HR, Finance, and Operations
- Best practices for governance and scale
Integration Strategy
Data Integration in a Multi-Cloud World.Unify data from SAP, Oracle, Salesforce, and more using middleware and APIs.
Key Points
- Importance of centralized data views
- Integration tools: Azure Data Factory, Informatica
- Managing latency and reliability
Data Security in Cloud CRM Environments
Topics:
Salesforce Shield and encryption
Audit trails and field-level security
Compliance tips for HIPAA, GDPR, and more
Cloud Strategy
Cloud Migration Pitfalls and How to Avoid Them.Planning a cloud migration? Avoid common traps like lift-and-shift failures and underestimated costs.
Key Points
- Real-time analytics with Azure Synapse and Power BI
- Importance of a data governance framework
Cloud Security
Secure Your Cloud: Top Security Considerations.As organizations move to the cloud, security and compliance become non-negotiable.
Key Points
- Identity management in Azure
- Zero Trust architecture
- Data privacy across regions
Industry Cloud Strategy
Title: Choosing the Right Salesforce Industry Cloud: Health vs Financial vs Education
Topics:
- Overview of vertical-specific Salesforce solutions
- Key differentiators and modules
- How industry clouds speed up implementation
Hybrid Cloud Strategy
Title: Extending Salesforce with a Hybrid Cloud Model
Topics:
- When to integrate on-prem with Salesforce
- Secure data sync using middleware (e.g., MuleSoft)
- Use cases: banking, government, and healthcare
Omnichannel Service Strategy
Title: Delivering Omnichannel Customer Service with Salesforce Service Cloud
Topics:
- Integrating chat, WhatsApp, email, and voice
- Case routing and escalation flows
- Single dashboard view for support agents
Digital Transformation
The Future of Automation with Microsoft Power Platform.Power Automate and Power Apps are revolutionizing the way businesses build solutions fast.
Key Points
- Citizen development: Empowering employees
- Use cases across HR, Finance, and Operations
- Best practices for governance and scale
Salesforce Einstein
How Salesforce Einstein is Changing Customer Engagement
Topics:
Predictive lead scoring and intent detection
Smart service case routing with AI
AI-based email response suggestions and automation
Generative AI in CRM
Title: The Future of CRM: How Generative AI is Enhancing Salesforce
Topics:
- Writing email responses with Einstein GPT
- Auto-generating reports and summaries
- GenAI in knowledge base article generation
Salesforce Innovation Trends 2025
Title: What’s Next in the Salesforce Ecosystem: 2025 and Beyond
Topics:
- AI/ML everywhere: Einstein Copilot, predictive flows
- Industry Cloud expansions
- Native Slack + CRM integrations
Improve Salesforce Adoption in Large Enterprises
Topics:
- Internal champions and change agents
- Role-based training
- Usage monitoring with dashboards
- Incentives for users and feedback loops
Mobile-First Strategy
Title: Why Mobile CRM is Critical for Field Teams
Topics:
- Enabling on-the-go quoting, service updates
- Offline access and mobile notifications
- Role-based app views and device security
Digital Transformation
Title: Beyond CRM: Salesforce as a Platform for End-to-End Transformation
Topics:
- Evolving from CRM to experience platform
- Digital journeys across sales, service, and marketing
- Unlocking ROI from Salesforce investments
Generative AI in CRM
Title: The Future of CRM: How Generative AI is Enhancing Salesforce
Topics:
- Writing email responses with Einstein GPT
- Auto-generating reports and summaries
- GenAI in knowledge base article generation
Sustainability & ESG Reporting
Title: Using Salesforce for ESG & Sustainability Dashboards
Topics:
- Emission tracking and sustainability scorecards
- Nonprofit and enterprise ESG metrics with Tableau CRM
- Grant & impact reporting for CSR
Data Security in Cloud CRM Environments
Topics:
Salesforce Shield and encryption
Audit trails and field-level security
Compliance tips for HIPAA, GDPR, and more
