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AI + Account Data: the Use Cases Ops Can’t Ignore

Explore how ops teams use AI to turn Account data into actionable insights. Hear practical tips and real-world use cases.

Demo on Demand

Use Case: The last mile of GTM strategy: Territory execution

See how territory execution in Salesforce automates assignments and transfers so your GTM plans actually get used.

Architects of scale: Winning with a solid AI data strategy

SHIFT Day 3: Architects of scale: Winning with a solid AI data strategy

Watch this on-demand session to see how AI can map complex account relationships, enrich parent-child connections, and build hierarchies on the signals that actually drive results.

SHIFT Day 2: Where AI meets operational reality

Explore how AI for Salesforce data quality can transform messy CRM data into a trusted foundation. Hear strategies from industry experts and see them in action with a hands-on Salesforce use case.

SHIFT Day 1: How Salesforce Admins Can Use AI to Remove Manual Work

We partnered with Salesforce Ben to explore how Salesforce admins and RevOps teams can use AI to reduce manual work and improve data workflows. Watch the on-demand session.

Demo on Demand

Use Case: Build vs. buy hierarchies (and how AI can help)

Learn how to simplify Salesforce account hierarchies using automation and AI for cleaner data and better GTM insights.

Demo on Demand

Use Case: The untold NRR story hiding inside your account hierarchies

Unlock revenue clarity. This demo shows how to fix disconnected hierarchies and flat reporting across complex customer structures.

Demo on Demand

Use Case: Nonprofit Data Complexity— Shifting from Manual Work to Automation

See how nonprofits using Salesforce NPSP can streamline data cleanup and reduce manual work with automation.

Webinar

NRR & Chill: RevOps Automation Hacks That Drive Revenue Expansion

Retention is the new acquisition. Discover how automation can combat churn, boost NRR, and drive renewals – without more headcount.

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