Insights

Blogs | Insights From Sweet Potato Tec

Our team shares insights, best practices, and stories to help you get the most out of Salesforce and AI.

How charities can automate fundraising data and give fundraisers their time back

It is 8:40 on a Tuesday morning. A lottery file containing 12,000 rows arrives, but somebody has changed the columns again. By 10:15, an agency has resent yesterday’s file with

Salesforce for Events and Exhibitions: Connecting Sales, Marketing, Attendees and Data

Salesforce can give an events or exhibitions business a connected view of the relationships and revenue surrounding an event. Sales teams can manage sponsors and exhibitors, marketing teams can work

How Can Salesforce Be Used for Predictive Revenue Forecasting?

Salesforce can be used for predictive revenue forecasting by combining historical and current CRM data with CRM Analytics and predictive models to estimate future revenue outcomes, identify the factors influencing

Salesforce for Charities: What Should a UK Nonprofit Look for in a Salesforce Partner?

A UK nonprofit should look for a Salesforce partner that understands both Salesforce and the way charities actually operate. That means understanding donor and supporter relationships, fundraising, grants, volunteers, service

How to Identify the Right Agentforce Use Cases for Your Organisation

The right Agentforce use case sits where a meaningful business problem, a repeatable process, suitable data and a measurable outcome come together. Rather than asking, “Where can we use AI?”,

Is Your Organisation Ready for Agentforce? A Practical Readiness Checklist

Your organisation is ready for Agentforce when it has more than an interest in AI. You need a clear business problem to solve, Salesforce data that the agent can rely

Salesforce Health Check: How to Know Whether Your CRM Needs Fixing, Optimising or Rebuilding

A Salesforce health check should tell you whether the problems in your CRM can be resolved with targeted fixes, require broader optimisation or are fundamental enough to justify rebuilding part

Can You Change Salesforce Partners Mid-Implementation? What Happens When a New Partner Takes Over

Yes. An organisation can change Salesforce partners during an implementation. A new partner can assess the work already completed, understand the existing configuration and project decisions, identify what should be

How to Rescue a Salesforce Implementation That Isn’t Delivering Value

A Salesforce implementation that is not delivering value does not automatically need to be abandoned or rebuilt. The first step is to understand why it is underperforming. That means assessing

How to Get Internal Approval for an Agentforce Proof of Concept

How to Get Internal Approval for an Agentforce Proof of Concept (POC)

Artificial Intelligence is changing how organisations engage with customers and drive revenue. But getting internal approval for a new AI initiative usually depends on showing clear business value. An Agentforce

From Credits to Conversations: Understanding the True Cost of Agentforce Outreach

From Credits to Conversations: Understanding the True Cost of Agentforce Outreach

As organisations increasingly adopt Agentforce to scale their sales and marketing efforts, a common question comes up: What does it actually cost to run an outreach agent? This article looks

Embedding Agentforce into Your Organisation

Embedding Agentforce into Your Salesforce Architecture: A Technical Perspective

After defining the business use case and operating model, the next step is translating Agentforce into a scalable and reliable technical architecture. For Salesforce architects and technologists, the focus shifts

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