Insights · 3 articles

Salesforce

Delve into the world of Salesforce, the leading CRM platform globally.

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Customer data & CX · 12 November 2026Migrating from Salesforce Marketing Cloud to Klaviyo: lessons from 1M+ contactsHow to move from Salesforce Marketing Cloud to Klaviyo: what the integration moves, Spam Act consent, active-profile costs, warming and cutover.

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Customer data & CX · 14 June 2021Salesforce training and user adoption: a practical guideDesign for adoption, role-based training on realistic data, in-app guidance, measuring real adoption and preparing users for Agentforce.

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Customer data & CX · 7 July 2020Salesforce for fund managers: investor relations, distribution and DDOWhich Salesforce products fit, modelling advisers, platforms and investors, registry integration, DDO and AML/CTF support, and AI.

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