Crawl, Walk, Run to Yes
Part 2 of The AI Governance Moment: A Practical Series on Saying Yes to AI Without Losing Control. On a Saturday morning, a VP of sales connects Claude to Salesforce and asks which deals over $100,000 haven’t moved in 30 days. Claude pulls the list. The VP asks which of those have no next […]
Two Years of Yes
Part 1 of The AI Governance Moment: A Practical Series on Saying Yes to AI Without Losing Control. On a Tuesday afternoon, a sales ops analyst tests an agent that drafts renewal reminders. The test message reads “TEST, please ignore, checking merge fields.” Then the agent makes a poor decision about who should receive it. […]
Claudeforce: A Closer Look at the Announcement
Our commentary on this week’s Claudeforce announcement. If you read our Built to Last series on the enterprise context layer, consider this the bonus chapter. Salesforce and Anthropic announced Claudeforce on August 26th, an expanded partnership unveiled as Salesforce opened its earnings call. The name alone says something. Salesforce has never before put its “force” […]
Salesforce Went Headless. That’s Good News.
Part 3 of Built to Last: A Practical Series on the Enterprise Context Layer. Part 1 showed a 60-second account summary that catches what manual prep misses. Part 2 took apart the context layer underneath it. This post covers what that layer opens up beyond Salesforce itself. Dreamforce runs September 15 through 17 in San […]
Your Agents Are Only as Good as Their Context
Part 2 of Built to Last: A Practical Series on the Enterprise Context Layer. Part 1 showed a 60-second account summary that catches what 30 minutes of manual prep misses. This post is about the foundation that makes it possible. Most companies have lived some version of this story. The AI demo looked great, leadership […]
The 60-Second Account Summary
Part 1 of Built to Last: A Practical Series on the Enterprise Context Layer Ask an account rep how they prepare for a QBR and you’ll hear the same routine. Open the account record. Check the opportunity list. Scan the case queue. Log into a separate system to look at product usage, if they look […]