Customer Experience
Top Stories
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News
03 Sep 2026
Genesys banks on AI customer service agents -- and their orchestration
The agentic SaaS playbook is emerging: Throw open your platform to agents of all stripes, and provide a harness or orchestration layer to manage it all. Continue Reading
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Tip
03 Sep 2026
5 mistakes to avoid when choosing a CX provider
When picking a CX vendor, enterprise tech buyers should have realistic AI expectations and watch out for a lack of industry expertise, scalability and integrations. Continue Reading
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Podcast
07 Sep 2018
HubSpot products expand reach into enterprise
HubSpot's VP of products details the newest HubSpot enterprise-level offerings, as well as HubSpot's new video tool. Also: A glimpse of what's on the future roadmap. Continue Reading
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News
06 Sep 2018
HubSpot enterprise edition unveiled
In addition to releasing enterprise-level systems, HubSpot unveiled a CMS tool for companies to build and customize websites, and a video tool to help create content. Continue Reading
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Podcast
06 Sep 2018
Box AI strategy looks to give users AI development tools
Box wants to be the hub of its enterprise users' software and AI content ecosystems with integrations and partnerships ranging from Google, IBM and Microsoft to Slack and Facebook. Continue Reading
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News
31 Aug 2018
Box-IBM AI connection core component of Box partner strategy
Box and IBM continue to expand their three-year relationship. As a result, IBM became the first Box AI partner to develop custom AI applications for Box Skills Kit. Continue Reading
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News
30 Aug 2018
Box Skills Kit to hit market soon in general release
Box says its Box Skills Kit AI development system will be generally available in December 2018. Meanwhile, Box moved on workflow automation, cybersecurity and Google integration. Continue Reading
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News
29 Aug 2018
Box Activity Stream embeds Salesforce, Slack in Box viewer
Box advances its digital workplace strategy with Activity Stream, which enables users to access business apps like Salesforce, Slack and DocuSign within the Box viewer. Continue Reading
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News
29 Aug 2018
Add web content personalization to your marketing strategy
Josh Mueller, global head of marketing at Dun & Bradstreet, talks about how quality data drives innovative marketing solutions such as web content personalization and AI chatbots. Continue Reading
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News
27 Aug 2018
M-Files cloud subscription turns hybrid with M-Files Online
The ECM industry is continuing to move toward cloud management, yet there are still data migration and security worries preventing some organizations from updating legacy systems. Continue Reading
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News
24 Aug 2018
Box admins get a deeper view with Insights Dashboard
In the GDPR era, compliance and security become heightened concerns. Box Insights Dashboard gives administrators a look into enterprise cloud activity. Continue Reading
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News
21 Aug 2018
HubSpot Conversations adds chatbots, collaborative inbox
HubSpot sales, marketing and service hubs get new features with Conversations, previewed last year and going live this month. Continue Reading
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News
20 Aug 2018
Box AI, workflow automation strategies about to unfold
Box is set to reveal new AI and workflow automation tools to add to its cloud content services platform -- technology seen as key to the vendor's future. Continue Reading
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Tip
17 Aug 2018
Office 365 SharePoint Online features raise CIO concerns
Most of Office 365's products can help solve specific challenges facing CIOs, but they also seem to compete directly with some of SharePoint's own capabilities. Continue Reading
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Feature
17 Aug 2018
Nuxeo among new wave of content services platform vendors
An Indigenous-led organization is preserving British Columbia's native languages with the help of a newer type of content management platform that's designed to handle multiple content formats. Continue Reading
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News
15 Aug 2018
LinkedIn Sales Navigator refresh adds deals pipeline
LinkedIn overhauls Sales Navigator with deals management, Adobe Sign and Office 365 integrations, new search tools and mobile deal pages and direct connection to product team. Continue Reading
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Feature
14 Aug 2018
Sales planning tools sport a B2B customer experience focus
Sporting goods giant uses sales performance and planning tools to upend traditional product-centric approach, tackle engagement issues and pitch a better story to customers. Continue Reading
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Podcast
13 Aug 2018
Revenue ops main theme at Ramp by InsightSquared conference
Beyond recapping the Ramp by InsightSquared conference and some of the keynote speakers, the Pipeline podcast looks back at other favorite guest speakers at conferences. Continue Reading
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News
10 Aug 2018
Microsoft Dynamics 365 updates add AI features to CRM
Microsoft has introduced new updates to its Dynamics 365 CRM platform, including AI-driven business intelligence tools for sales, marketing and service. Continue Reading
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Feature
09 Aug 2018
Sales enablement tool uses AI to hone pitches
Sales enablement AI goes beyond Einstein lead scoring as Brainshark applies sentiment and other analyses to practice videos that salespeople create before meeting customers. Continue Reading
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News
07 Aug 2018
InsightSquared unveils marketing analytics tools
At Ramp 2018, marketing technology vendor InsightSquared unveiled new software modules for gauging the effectiveness of marketing and sales efforts. Continue Reading
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News
03 Aug 2018
Google Contact Center AI makes early inroads in industry
Prospective users are already interested in Google's recently unveiled Contact Center AI system, and Google partners are avidly trying to sell it. But some in industry urge caution Continue Reading
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Feature
01 Aug 2018
Customer service chatbots gain ground
As chatbots begin to replace email as the go-to customer service channel, more and more companies are using AI and natural language processing to improve their chat services. Continue Reading
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Tip
01 Aug 2018
Salesforce marketing automation tools close the data divide
Marketing automation CEO offers tips on bringing together siloed data, spotting sales trends, analyzing sales funnels and allocating marketing campaign spending. Continue Reading
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Feature
27 Jul 2018
Salesforce Health Cloud for Payers brings CRM to insurance
With its CRM system for payers, Salesforce is targeting a competitive market in which health insurers are fighting for members seeking lower costs and better health outcomes. Continue Reading
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News
26 Jul 2018
OpenText-Salesforce integration gaining momentum
An Australian life insurance company, given an opportunity to start anew with IT, chooses Salesforce as interface to deep OpenText content repository. Continue Reading
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Podcast
26 Jul 2018
Evaluating CMS platforms, LA County stays on Documentum
OpenText wins -- or rather, retains -- a massive Documentum customer in LA County after the company acquired the content services platform from EMC last year. Continue Reading
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Feature
24 Jul 2018
Tea Forte steeps value from new B2C CRM
B2B CRM vendors like Marketo and Salesforce have tailored their wares for consumer-facing businesses, but B2C CRM vendor Zaius proved to be the right cup of tea for one company. Continue Reading
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Podcast
20 Jul 2018
At OpenText Enterprise World, security and AI take center stage
OpenText unveiled its new application, OT2, at OpenText Enterprise World 2018, while also touting the importance of security. That and more are discussed on the latest episode of the Pipeline podcast. Continue Reading
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News
20 Jul 2018
Salesforce Datorama acquisition to bolster Marketing Cloud
Salesforce continues piecing together its Marketing Cloud -- this time with the $800 million acquisition of Datorama, an AI marketing software company. Continue Reading
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News
18 Jul 2018
Salesforce's Marc Benioff calls for a national privacy law
After Salesforce CEO Marc Benioff's call for a national data privacy law, Salesforce's chief privacy officer responds to questions about the Salesforce privacy stance. Continue Reading
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News
13 Jul 2018
Endpoint security tool fueled OpenText's Guidance Software acquisition
Endpoint security was the primary draw for OpenText's Guidance Software acquisition. But plans to improve e-discovery and data forensics with Magellan AI are part of the roadmap. Continue Reading
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Feature
12 Jul 2018
Customers, vendors differ on digital transformation definition
Digital transformation may be the talk of the analyst sphere and the marketing domain, but people using the technology aren't necessarily thinking in those terms. Continue Reading
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News
11 Jul 2018
Execs: Content management in the cloud not as easy as it looks
Challenges await companies as they move content and microservices app-enabled processes to the cloud. Chief among them are data security and apprehension about process complexity. Continue Reading
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News
10 Jul 2018
OpenText OT2 hybrid cloud EIM platform debuts
OpenText's makeover of EIM platform reflects reality that few companies are fully cloud or fully on premises anymore; SaaS, microservices bridge CMS gaps between the two. Continue Reading
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Tip
10 Jul 2018
Assessing GDPR's data protection officer requirements
The GDPR's data protection officer mandate gives the EU a point person for compliance complaints, but not all companies need one. See when DPOs are required and what they do. Continue Reading
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Feature
02 Jul 2018
Cannabis CRM replicates dealer-customer relationship
When a big-city medical marijuana business wanted to better serve clients, it opted for cannabis CRM software that tries to replicate the traditional dealer-customer relationship. Continue Reading
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Feature
28 Jun 2018
Acquia methodically bridges enriched content and e-commerce
The company launched Commerce Manager to integrate enriched content with e-commerce systems and earlier established a technology partnership with Magento. Continue Reading
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News
28 Jun 2018
Box Skills integrations give users access to AI
By integrating with Google, IBM and Microsoft, Box is bringing AI capabilities to its platform, but it still won't be enough to steal Google Drive or Microsoft OneDrive customers. Continue Reading
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Feature
27 Jun 2018
AppExchange in Salesforce a slam-dunk for Detroit Pistons' workflow
The Detroit Pistons needed help getting the most out of Salesforce, so they turned to AppExchange -- although the abundance of choices is sometimes a challenge. Continue Reading
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Podcast
26 Jun 2018
SAP C/4HANA, Pega Infinity ramp up the CRM market
The Pipeline podcast duo discusses the CRM market after the unveiling of Pega Infinity and SAP C/4HANA, as well as technology news from Uber about detecting drunk passengers. Continue Reading
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Feature
22 Jun 2018
Activists get organized with new Salesforce CRM for nonprofits
Salesforce has adapted its CRM for nonprofits, giving activists a lower-cost way to track fundraising, organize activities and keep their communities engaged. Continue Reading
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Tip
21 Jun 2018
SharePoint hub sites raises migration questions among users
In the newest rev of SharePoint Online, what used to be sub-sites are now new freestanding sites. This change and others may create migration migraines. Continue Reading
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Podcast
21 Jun 2018
Banking blockchain part of Pega Infinity platform reboot
This Pipeline podcast features a not-so-serious Q&A with Pegasystems CMO Tom Libretto covering Journey albums, blockchain hype and what happens at a user conference. Continue Reading
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News
20 Jun 2018
Adobe-Microsoft partnership adds key integrations
Adobe brings its Document Cloud to Microsoft Office 365 and Dynamics 365, making it easier for licensees of both to quickly convert files into PDFs and into Acrobat. Continue Reading
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Feature
19 Jun 2018
Data migration software coming for SAP CRM
At Sapphire Now, SAP unveiled C/4HANA, a suite of applications that brings together ERP and CRM. To make it easier to switch, migration tools can be added to the suite. Continue Reading
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Opinion
19 Jun 2018
Separating customer service chatbot hype from reality
Vendors claim consumers want self-service chatbots. Turns out they'd rather scrub toilets or go to the dentist than converse with customer service in general, bots included. Continue Reading
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Tip
13 Jun 2018
Cloud DAM platforms vs. on premises for digital asset management
Learn about digital asset management and how cloud DAM democratizes media management and delivery across the enterprise while reducing operations costs and increasing productivity. Continue Reading
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News
13 Jun 2018
Salesforce Interaction Studio unveiled at Connections 2018
At Salesforce Connections, Salesforce builds off its Google partnership announced at Dreamforce by releasing new integrations between Marketing Cloud and Google Analytics 360. Continue Reading
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Feature
11 Jun 2018
Keys to customer engagement on social media CRM
Responding to positive and negative customer inquiries on social media is important, industry experts say, and that can go far in retaining customers and promoting your brand. Continue Reading
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News
07 Jun 2018
SAP e-commerce extends to Azure, other new features added
Artificial Christmas tree manufacturer Balsam Brands uses Hybris to expand internationally, allowing for dynamic pricing and product catalogs, depending on the country. Continue Reading
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News
06 Jun 2018
SAP C/4HANA hopes to tie together front and back office
At Sapphire Now in Orlando, SAP unveiled its customer experience suite with the aim to better compete in the CRM market and provide a modern, 360-degree view of the customer. Continue Reading
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Tip
05 Jun 2018
Let customer acquisition costs steer marketing, service plans
Customer acquisition and customer retention strategies start with people and marketing automation tools. How much you should invest in either area depends on a number of factors. Continue Reading
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Tip
05 Jun 2018
Designing chatbots with personality-plus and gift of gab
Planning, patience, trial and error and a business-minded team approach are the keystones to developing chatbots with human-like qualities that seamlessly assist customers. Continue Reading
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Feature
05 Jun 2018
Selecting a CRM cloud to host sales, service and marketing
Azure, AWS and Google are popular public clouds. But not all CRM systems are interchangeable with each of them. Experts break down the decision-making process. Continue Reading
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Feature
05 Jun 2018
Marketers face stiff challenges improving CRM capabilities
Amid the proliferation of AI and cloud-based apps, marketers acknowledge and take partial blame for problems encountered along the way to improving their CRM capabilities. Continue Reading
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Feature
05 Jun 2018
AI strategy comes first, then AI tools second
If your organization plans to implement AI into its workflow, be sure to develop a sound strategy and provide the necessary training to get the most out of the software. Continue Reading
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Feature
05 Jun 2018
AI for the enterprise transmitted directly from Mars
For marketing intelligence to explore new frontiers and achieve its ultimate goal, chief marketing officers may find their CRM applications were once developed by NASA and tested in space. Continue Reading
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News
05 Jun 2018
Box workflow gets upgrade with Progressly purchase
Box is hoping to upgrade its workflow capabilities by adding the startup Progressly to its team, while also still partnering with IBM on a separate workflow product, called Relay. Continue Reading
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Opinion
05 Jun 2018
AI for customer service at the peril of personal relations
AI tools in CRM help companies deliver hyper-personalized customer experiences but prevent customers from actually having personal interactions with service agents. Continue Reading
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News
04 Jun 2018
Pega Infinity upgrades include marketing AI tools, blockchain support
Pega Infinity adds new digital transformation tools for low-code app development, bot libraries and AI that can optimize apps and assist with marketing campaigns. Continue Reading
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Podcast
01 Jun 2018
Call center artificial intelligence trends drive chat, decision-making
ICMI's Brad Cleveland has seen call centers integrate email, chat, IVR -- automated FAQ answering -- and social media. None reduced call volume. Chatbot tech may bring similar results. Continue Reading
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Tip
30 May 2018
ECM gets a show of support from Zendesk Guide Enterprise
Guide Enterprise captures insights and curates knowledge bases for customer service representatives and customers while helping large support teams streamline content production. Continue Reading
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Tip
29 May 2018
Sales Cloud implementation transforms sales tracking, analysis
Salesforce Sales Cloud has made Thompson Pump's once manual, paper-backed tracking, analyzing and crediting processes fast and tidy, reducing order-processing time by about 20%. Continue Reading
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News
29 May 2018
Call center chatbots draw skepticism from leaders
Call centers must live up to demanding quality and performance standards. Until artificial intelligence chatbots can meet those expectations, they don't stand a chance. Continue Reading
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Tip
24 May 2018
Premium pay for technical CRM skills must reflect volatility
Premium pay for skilled IT jobs remained largely unchanged heading into 2018, but workers will still be rewarded for CRM certification, according to Foote Partners' latest research. Continue Reading
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Tip
24 May 2018
Ten tips for honing social media customer service skills
Navy Federal Credit Union ingrains customer service in social engagement, sometimes the only channel where sailors at sea can get critical questions answered. Here's how they do it. Continue Reading
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Feature
23 May 2018
Albuquerque Amazon Alexa skill takes heat off call center
Tens of thousands of Alexa skills -- voice-activated apps -- exist, with more to come. Learn how a city government's call center created one to help residents. Continue Reading
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Feature
23 May 2018
Salesforce's GDPR DPO preps partners, customers for compliance
Salesforce's data protection officer discusses GDPR compliance challenges and strategies for customers and partners, along with the company's own GDPR readiness. Continue Reading
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News
23 May 2018
Adobe acquisition of Magento puts Salesforce in its sights
Adobe looks to challenge Salesforce by adding e-commerce capabilities into its CX suite of products, just months after Salesforce doubled down on e-commerce with CloudCraze purchase. Continue Reading
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Tip
23 May 2018
Five areas to focus on in a SharePoint and GDPR compliance strategy
SharePoint admins need to be ready for the General Data Protection Regulation, too. Expert Reda Chouffani suggests five things to focus on when preparing for GDPR. Continue Reading
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Tip
23 May 2018
Workplace collaboration tool bolsters employee productivity
The benefits of workplace collaboration tools trickle down to employee relationships, company growth, community engagement and training. Use this tip to choose the right tool. Continue Reading
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Tip
21 May 2018
GDPR call center compliance can be a sticky wicket
GDPR compliance for call centers can be complex and require the collaboration of business execs, call center managers and outside lawyers to establish data protection policies. Continue Reading
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News
18 May 2018
Customer behavior analytics brings marketing, analytics together
If you want better, more timely access to customers, consider customer behavior analytics, which is driven by the combination of marketing and data analytics. Continue Reading
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Tip
18 May 2018
Check off those GDPR call center requirements
With GDPR about to go into full force, there are last-minute details and loose ends to tie up to ensure that your call center complies with the necessary regulations. Continue Reading
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News
15 May 2018
HubSpot customer service tool Service Hub aims to transform SMBs
HubSpot's Service Hub, the new customer service product, aims at helping small and medium businesses complete the view of the customer, combined with the company's sales and marketing products. Continue Reading
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Tip
15 May 2018
Don't forget agent training in your GDPR call center plan
The General Data Protection Regulation will affect call center agents. A GDPR plan for call center agent training should cover the expanded definition of PII and more. Continue Reading
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Podcast
14 May 2018
Recapping Oracle Modern CX: CX execs share challenges
What's on the minds of customer experience execs right now? This Pipeline podcast breaks down grumblings and rumblings from Oracle's Modern CX show. Continue Reading
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Podcast
11 May 2018
Don't let customer service automation override customer experience
CRM expert Jay Baer, author of NYT bestseller 'Hug Your Haters,' joins the Pipeline podcast and answers host Don Fluckinger's litany of personal experience CRM complaints. Continue Reading
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Feature
10 May 2018
Clari AI for sales helps to enhance Salesforce
One company found that when using a variety of different vendors, a third-party AI product was more beneficial than a core vendor's AI offering. Continue Reading
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Feature
10 May 2018
Future of collaboration technology: More Slack and AI, less email
Companies have moved beyond messaging and email to Slack, Teams and even AI-powered scheduling and voice recognition. Are you ready for collaboration hubs and virtual assistants? Continue Reading
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Tip
09 May 2018
GDPR customer data compliance for service and support teams
Getting your Salesforce-powered customer service and support staff ready for GDPR involves more than just the free Trailhead training module. But it's a start. Continue Reading
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Tip
07 May 2018
Adding artificial intelligence bots to Cortana for Office 365
AI bots aren't just for requesting songs and definitions anymore. As enterprises look for ways to bring virtual assistants into the workspace, Microsoft's Cortana stands ready. Continue Reading
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Tip
07 May 2018
Ten tips to help Salesforce teams prepare for GDPR
The General Data Protection Regulation implementation date is closing in. Salesforce experts have some advice for companies tasked with complying with the EU guideline. Continue Reading
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Tip
04 May 2018
Digital transformation hinges on information governance policies
Data governance is an important part of any digital transformation plan. The trick is to lead with the governance tools that ensure the digitization strategy is a success. Continue Reading
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Tip
03 May 2018
Cohesive AI in CRM strategies requires a singular 360 view
Implementing and upgrading AI CRM marketing and sales capabilities requires a holistic, multipronged strategy that encompasses all departments and customer engagement channels. Continue Reading
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Tip
02 May 2018
How Conversational Queries aims to ease using Einstein Analytics data
A new AI conversational feature from Salesforce lets users enter sales, service and marketing questions about timely customer data and build charts on their own in less time. Continue Reading
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Feature
01 May 2018
Content, data services enable digital workplace transformation
There's a lot of tech behind digital workplace transformations: middleware, application modernization, content and data services. Done right, it enables work-from-anywhere models. Continue Reading
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Tip
01 May 2018
How Salesforce teams will feel the impact of GDPR
With less than a month until GDPR has to be implemented, both B2B and B2C sales teams must be prepared to properly protect or even dispense of customer data, according to experts. Continue Reading
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Feature
30 Apr 2018
GDPR for marketing: What U.S. content management execs need to know
Digital experience encompasses your brand presence on the web -- all of its targeted content, personalized marketing and customer interactions. Get your DX GDPR act together. Continue Reading
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Tip
30 Apr 2018
ECM, digital document management help energy company surge
Sterling Energy can now expand its gas and water distribution services with a digital document management system that gives them real-time insight into business transactions. Continue Reading
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Guide
30 Apr 2018
CRM case studies: Customer relationship management in action
CRM for today's businesses means AI chatbots, data mining, marketing personalization and equipping call centers to handle the many channels available to customers. Continue Reading
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Feature
30 Apr 2018
E-signature software market caters to contract-heavy industries
How do electronic signature tools from DocuSign, eSignLive, Adobe Sign, SignNow and SignEasy stack up? A G2 Crowd expert helps us sort through the field. Continue Reading
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Tip
26 Apr 2018
Free GDPR tool for SharePoint aids data privacy compliance
A free, open source tool for SharePoint helps admins build a GDPR management hub to comply with the EU's data privacy law. Continue Reading
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Podcast
24 Apr 2018
Going paperless, AI, blockchain headline AIIM Conference
AI, cloud storage and blockchain technology were discussed at the AIIM Conference. The Pipeline podcast rehashes the conference and two organizations that rid themselves of paper. Continue Reading
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News
23 Apr 2018
What Salesforce's CloudCraze acquisition means for customers
CloudCraze president calls the acquisition by Salesforce 'a huge win' for its customers and for Commerce Cloud customers, with the capability of selling B2C and B2B on one platform. Continue Reading
