Agentforce Has Landed—Let’s Go!

It’s been just over a month since the coveted Dreamforce’24 conference hosted by our friends at Salesforce. That being said, by now we’re sure this isn’t the first blog or article you might have stumbled across buzzing about the long awaited Agentforce.  The wait is over, folks! As of today, Agentforce is officially generally available, […]

10 Common Salesforce Flow Mistakes Admins Should Avoid

Building Salesforce Flows is a must for every Admin these days, but let’s be honest—nailing it perfectly on the first try? Not always the case. Mistakes are part of the process, and honestly, we believe they’re where some of the best lessons come from.  In many realistic cases—trust us, we’ve asked our own team of […]

The Power of Salesforce Einstein: A Highlight of Some Key Features

We took a high-level stance on all things AI recently. It’s here and it’s not going anywhere. More specifically, AI continues to transform the landscape of customer relationship management (CRM), with Salesforce’s Einstein AI stands out as a game-changer in the world of RevOps. At Lane Four, we’ve fully embraced this technology and are excited […]

Building Effective Salesforce Flows: Considerations of Scope, Scale, and Performance

Salesforce Flows are a powerful tool for automating business processes, but building effective Flows requires careful planning and consideration of several factors. In this blog, we’ll discuss key considerations for planning, scope, scalability, and performance to help you create efficient and effective Salesforce Flows. First, Plan How the New Automation Will Work! Before diving into […]

Lane Four’s Director of Delivery Shares 4 Essentials to Project Delivery Excellence

From initial planning to continuous stakeholder engagement, to achieve delivery excellence, it can be helpful for leaders and their teams to implement strategic (and structured) practices that drive alignment, efficiency, and effective communication throughout the project lifecycle. Lane Four’s Director of Delivery, Tatiane Sensini, shares four key essentials that she believes will ensure our projects […]

4 Ways to Foster a Client-Centric Culture in Professional Services and Why

In the tech world, the pace of progress can vary widely. Sometimes it feels like things are racing ahead, while other times, the rhythm slows down a notch. But amidst this ebb and flow, there’s a fundamental principle that remains very intact, especially in tech  consulting: the client comes first.  In professional services, it’s the […]

4 Reasons Why Account Planning Should Be Data-Centric

Unlocking the full potential of account planning can be a challenge for sales leaders striving for sophistication and effectiveness. Could a data-centric approach hold the key to overcoming these hurdles? Here are our top four reasons why account-planning should be data-centric. 1. Your Other Sales Strategies Are Data-Centric You don’t want to let inbound or […]

Tech Tune-Up 101: Setting the Stage for A Healthy Tech Stack

Let’s say you’re in the midst of planning your strategic goals for the upcoming year. If your team has been reactive, acquiring various tools on the go to address different issues, it’s a clear sign it’s time for a cleanup. But where to start? Well, we’ve mentioned a couple times how the efficiency of your […]