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Our co-founder, Thiago Terzi, had the privilege of attending the Bringing Dreamforce to Florida event at the Dalmar Hotel in Fort Lauderdale, where he explored actionable insights on people, processes, and technology. Here are some of the key takeaways: ? AI in action. Practical applications of AI can streamline workflows and empower smarter decision-making. ? Efficiency starts with people. Refining processes and empowering teams is the key to achieving more with fewer resources. ? Salesforce tools are driving innovation, as demonstrated through hands-on demos that showcased real business impact. The event was a fantastic opportunity to connect with other Trailblazers and share ideas ahead of Art Basel weekend. How is your organization “doing more with less” in today’s business landscape? Let us know in the comments! #Salesforce #Dreamforce2024 #AI #BusinessEfficiency #TrailblazerCommunity

Financial institutions face challenges like fragmented data, inaccurate forecasting, and complex compliance requirements. Here’s why leading firms choose Salesforce: ?? Centralized Data Management for Smarter Decisions – Gain a 360° view of client interactions and streamline onboarding. ?? Accurate Financial Forecasting with Real-Time Insights – Firms using AI-powered analytics see 20% higher profitability. ?? In-Depth Data Analysis and Visualization – 89% of companies using algorithm-driven financial services gain a competitive edge. ?? Enhanced Team Collaboration for Better Outcomes – 67% of firms say improved coordination boosts revenue growth. ?? Unmatched Platform Flexibility – Tailored solutions that adapt as your business scales. ?? Robust Security and Compliance – Built-in protections ensure data security and regulatory compliance. ?? Seamless Integration with Third-Party Solutions – Over 4,000 AppExchange apps enhance efficiency and accuracy. Read complete blog here: https://lnkd.in/dDwpEBKS #Salesforce #FinancialServices #CRM #DataDriven

Wealth Management Firms: Is On-boarding Slowing You Down? Struggling with paperwork-heavy processes and compliance bottlenecks? Salesforce Financial Services Cloud streamlines on-boarding with automation, compliance integrations, and secure data management—reducing on-boarding time by 50%+! ? Automate KYC & AML compliance ? Eliminate manual errors ? Enhance client experience with personalized touchpoints Discover how you can accelerate and simplify client on-boarding. Read more here: https://lnkd.in/dfssziBT #WealthManagement #Salesforce #ClientOnboarding #Compliance #FinTech

Is your firm struggling with paperwork-heavy processes and compliance bottlenecks? Salesforce Financial Cloud streamlines on-boarding with automation, compliance integrations, and secure data management—cutting on-boarding time by 50%+! ? Automate KYC & AML compliance ? Eliminate manual errors ? Enhance client experience with personalized touchpoints Learn how to transform your onboarding process for faster, smoother client interactions. Read more here: https://lnkd.in/dfssziBT #WealthManagement #Salesforce #ClientOnboarding #Compliance #FinTech

Financial institutions are turning to Salesforce to streamline operations, improve forecasting, and enhance client relationships. With AI-driven insights, real-time analytics, and seamless integrations, firms are seeing up to 30% faster client onboarding and 20% higher profitability. Read complete blog here: https://lnkd.in/dDwpEBKS #Salesforce #FinancialServices #CRM #DataDriven #BusinessGrowth #Fintech

Imagine a workforce where AI agents handle complex tasks, work across multiple systems, and collaborate in real-time. Agentforce 2.0 makes this a reality by bringing trusted, autonomous AI into every department. ?? Pre-built AI skills for CRM, Slack, Tableau & more ?? AI-powered workflows that take action (not just make suggestions) ?? Advanced reasoning for accurate, multi-step execution ?? Seamless integration with existing business processes Swipe through this carousel to see how Agentforce 2.0 is transforming enterprises. ?? Which feature excites you the most? Drop a comment! ?? #AI #Agentforce #Salesforce #FutureOfWork #Automation

Nonprofits are at the heart of creating positive change, but operational inefficiencies can hold them back. In our latest eBook, we dive into how Salesforce’s Nonprofit Cloud, powered by AI, can streamline workflows, enhance donor engagement, and improve program delivery—freeing up time and resources for mission-driven work. Key insights include: ?? Automating data management for improved accuracy ?? Leveraging AI for personalized donor engagement ?? Streamlining program and fundraising processes ?? Overcoming barriers to AI adoption #AI #NonprofitTech #Salesforce #NonprofitCloud #DonorEngagement #NonprofitOperations #TechForGood #AIforNonprofits

Nonprofits, is your Salesforce CRM driving impact or holding you back? Take the “Fix Your Salesforce CRM” Challenge and see the difference expert insights can make! What’s in it for you? ?? 48–72 Hour Turnaround: Get a professional analysis of your CRM setup with clear, actionable recommendations. ?? Tailored Insights: Discover inefficiencies, streamline workflows, and align your CRM with your mission for maximum results. Let’s turn your Salesforce CRM into a game-changer for fundraising and operations. ?? Ready to transform your CRM? Send us a message to get started today! #NonprofitInnovation #SalesforceCRM #FundraisingMadeEasy #CRMOptimization #DigitalTransformation

Nonprofits face rising demands, limited resources, and the challenge of engaging donors effectively. Salesforce’s latest AI and Data Cloud tools are here to help! -Generate personalized fundraising proposals in minutes. -Gain a 360° view of donors, volunteers, and program participants. -Streamline operations and maximize impact. Discover how nonprofits like PanCAN are using these innovations to advance their mission and drive meaningful change. #NonprofitSuccess #SalesforceForGood #Fundraising #AIForNonprofits

Happy New Year! As we step into 2025, let's embrace new opportunities, set bold goals, and continue to grow together. Wishing you a year filled with success, positivity, and meaningful connections. Here's to an amazing year ahead!