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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: 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.

Demo on Demand

Use Case: Merging Salesforce Orgs - The Promise vs. Reality

Unlock the potential of Salesforce M&A. This demo reveals how to merge Salesforce instances without losing customer data.

Demo on Demand

Use Case: How to use Enterprise Territory Management with Traction Complete to update territory ownership

Webinar

Ready for AI? 10 Data Quality Must-Haves Pre-AI

Learn why RevOps must tackle bad data before leveraging AI insights. Prepare your data to unlock AI’s full potential and avoid costly errors.

Demo on Demand

Use Case: AI Preparedness: How to clean your Salesforce org

Learn how Traction Complete’s tools can help your team get ready for AI by automatically merging duplicates as they come into Salesforce, flagging potential duplicates for review, and allowing you to merge duplicates in bulk.

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