Insights

We’re sharing insights from industry experts to help you on your digital transformation journey – whether it’s for deeper knowledge on Salesforce implementation and support or managing organisational change.

Latest Insight
Operationalising Agentic AI in Financial Services: What Comes Next
July 15, 2025
Agentic AI has moved from pilot to enterprise scale. Discover how financial institutions are operationalising AI with platforms like Agentforce, ensuring speed, governance and enterprise impact.

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CRM Testing
Testing best practice: 5 essentials for successful project testing
August 3, 2021
The testing phase of an implementation project is vital for success, but how can you ensure best practice? These five essentials can help.
How to know when it’s time to retire your legacy system
How to know when it’s time to retire your legacy system
July 29, 2021
As with a house or a car, there comes a time with legacy systems when repair is more costly than replacement. How do you know when that time has come?
Technical Debt
Three types of technical debt – and how to ensure they don’t hold you back
July 28, 2021
Technical debt isn’t the end of the world as long as you’re conscious of it and have a gameplan for managing it. Here are three types and how to manage them.
The importance of communicating early wins – and how to do it
The importance of communicating early wins – and how to do it
July 27, 2021
Communicating your project wins isn’t bragging, it’s a crucial part of change. Here’s how to get the biggest impact from your good news.
Why a single view of the customer is a must in retail
Why a single view of the customer is a must in retail
July 27, 2021
Omni-channel experiences are now vital in the retail industry. But first, retailers need a single view of the customer.
Data Readiness
Data readiness: don’t let data turn your digital transformation into a cautionary tale
July 6, 2021
Data readiness can make or break digital transformation. Here are the 4 biggest questions to ask if you want to make sure you’re data-ready.

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