Digital transformation is no longer a trend — it is a critical necessity for companies that wish to remain competitive in today’s fast-paced market. As one of the leading CRM platforms worldwide, Salesforce plays a central role in this shift, helping businesses of all sizes to innovate, automate, and optimise their operations. In this article, we explore how Salesforce empowers […]
In today’s digital world, customers expect more than generic emails and one-size-fits-all promotions. They want personalized experiences that reflect their interests, behaviors, and needs. Businesses that fail to deliver risk losing engagement—and ultimately revenue. That’s where marketing automation comes in. By combining customer data, AI insights, and automated workflows, organizations can send the right message to the […]
What is the true cost of inefficient workflows? Everyone talks about productivity. But few businesses ask what inefficient workflows are really costing them. Inefficient workflows are one of the most overlooked costs in business operations. They don’t just slow teams down — they drain resources, delay decisions, and create friction across departments. In this blog, […]
In today’s fast-paced digital landscape, businesses need more than just data — they need intelligent insights that drive action. Enter Salesforce Einstein: the AI-powered layer built directly into Salesforce CRM that empowers organisations to sell smarter and serve better. From automating manual tasks to generating predictive insights, Salesforce Einstein is transforming how businesses approach both sales and […]
Generative AI is everywhere — in headlines, product launches, and boardroom discussions. It’s the shiny new tool everyone’s talking about. But when it comes to real-world business value, many still ask: What does generative AI actually mean for CRM? Let’s move beyond the buzzwords and explore how this powerful technology is transforming customer relationships — not in theory, […]
Agentforce World Tour Lisbon 2025: An Immersive Journey into the AI-Powered CRM Revolution On June 4, 2025, Lisbon hosted one of the year’s most anticipated events: the Agentforce World Tour Lisbon. Held at the Lisbon Congress Center, this dynamic gathering brought together business leaders, tech innovators, and AI enthusiasts to explore the future of customer relationships […]
Generating high-quality leads is crucial for the success of any business — and Salesforce Marketing Cloud offers powerful tools to help make that happen. But how can brands leverage this platform to its fullest potential? From compelling design to strategic automation, here are some tried-and-tested strategies from the Target Everest team to help you attract and convert leads effectively. […]
1. Introduction to Automation with Salesforce In an increasingly digital and competitive business environment, efficiency is crucial. Companies are constantly looking for ways to streamline operations, reduce manual effort, and improve productivity. Salesforce, a leading CRM platform, offers powerful automation tools designed to enhance business processes and free up teams to focus on strategic initiatives. Automation within Salesforce allows businesses […]
Why is lead generation essential for the success of any business? Lead generation is the foundation for sustainable growth in any business. Qualified leads represent potential customers interested in your products or services, enabling companies to build stronger relationships and increase their sales opportunities. Without an effective lead generation strategy, organisations face challenges in maintaining a consistent […]
Achieving sales growth in today’s competitive market requires more than just a great product or service. Companies need efficient processes, data-driven strategies, and the right technology to stay ahead. This is where Salesforce comes in – helping businesses optimise sales operations, boost productivity, and drive revenue. But how exactly does Salesforce impact sales growth? Let’s dive into the […]
In an increasingly digital world, businesses are leveraging AI-driven solutions to enhance customer engagement, streamline operations, and boost efficiency. Within Salesforce, two of the most widely used automation tools for customer interactions are Chatbots and AI Agents. While both solutions aim to automate conversations and improve response times, they have fundamental differences in terms of capabilities, adaptability, […]
Activating Digital Engagement in Salesforce Setting up WhatsApp in Salesforce 1. In Salesforce Setup, search for “Messaging Settings”.2. Click the “New Channel” button to add a new WhatsApp channel. 3. Select the WhatsApp channel 4. Follow the instructions to configure the WhatsApp number. You will need to log in to connect to your Meta account. Creating an Einstein Bot 1. Setting up […]
