# crm Published articles for crm. This is one page of public article previews, not the complete archive. Follow Next page to continue. Summaries are not the original full articles. ## Unify your marketing data with Lakeflow Connect DevFeed: [Unify your marketing data with Lakeflow Connect]() Original publisher: [Read original article]() Author: Sonia Bendre; Giselle Goicochea Published: 2026-09-11T18:00:00Z Content type: article Language: en Sources: [Databricks]() Topics: [databricks](), [Software as a service](), [Databases](), [API](), [Automation](), [dashboards](), [hubspot](), [CI/CD]() Tags: [analytics](), [api](), [automation](), [churn](), [ci-cd](), [connectors](), [crm](), [customer](), [customers](), [dashboards](), [data](), [databases](), [databricks](), [engineering](), [marketing](), [product](), [retention](), [saas](), [salesforce](), [series]() ### AI overview This first post in a series presents Lakeflow Connect as a fully managed data-ingestion service for unifying fragmented marketing and Customer 360 data. It describes native connectors for SaaS applications, databases, and files, configured through a point-and-click UI or API, with governed tables in Unity Catalog and integrations such as HubSpot and Salesforce. The article highlights reduced maintenance compared with custom pipelines and support for downstream reporting, analytics, retention, and churn analysis. ### Source excerpt This is the first post in a new series exploring how Lakeflow Connect brings fully... ## Microsoft goes after Salesforce and ERP users with AI-powered converter DevFeed: [Microsoft goes after Salesforce and ERP users with AI-powered converter]() Original publisher: [Read original article]() Author: Simon Sharwood Published: 2026-09-10T04:53:32Z Content type: news Language: en Sources: [www.theregister.com - Articles]() Topics: [Microsoft]() Tags: [ai](), [ai-and-ml](), [crm](), [dynamics-365](), [erp](), [microsoft](), [saas](), [salesforce](), [software]() ### AI overview Microsoft targets Salesforce and ERP users with an AI-powered converter, as Salesforce faces difficulties selling its own AI. ### Source excerpt Ironically, this idea lands as Salesforce is struggling to sell its own AI ## Can You Really Replicate Your Favorite SaaS With AI? DevFeed: [Can You Really Replicate Your Favorite SaaS With AI?]() Original publisher: [Read original article]() Author: Eric Karkovack Published: 2026-09-02T18:29:49Z Content type: article Language: en Sources: [Speckyboy Design Magazine]() Topics: [Artificial Intelligence](), [Software as a service](), [coding]() Tags: [ai](), [artificial-intelligence-ai](), [crm](), [learn-web-development](), [saas](), [wordpress](), [wordpress-ai](), [wordpress-developer]() ### AI overview The article examines using AI to recreate a SaaS product, arguing that generated code can help but does not remove the challenges of scope, integrations, data ownership, and maintenance. ### Source excerpt AI makes it easier to recreate parts of SaaS apps, but building a useful tool takes more than generated code. This article covers scope, integrations, data ownership, and maintenance. The post Can You Really Replicate Your Favorite SaaS With AI? appeared first on Speckyboy Design Magazine. ## Context engineering for AI: what it is & how to build it DevFeed: [Context engineering for AI: what it is & how to build it]() Original publisher: [Read original article]() Author: Simba Khadder Published: 2026-07-29T00:00:00Z Content type: tutorial Language: en Sources: [Redis Blog]() Topics: [AI Chat](), [AI Bots]() Tags: [agent](), [agents](), [ai](), [ai-agent](), [apps](), [crm](), [engineering](), [history](), [how-to](), [inference](), [infrastructure](), [latency](), [llm](), [model](), [policy](), [prompt-engineering](), [reasoning](), [support](), [systems](), [tech-de](), [tool]() ### AI overview A guide to context engineering for AI agents: selecting and managing the instructions, history, retrieved documents, tool outputs, and state sent to an LLM during inference. It explains how deliberate context management helps avoid hallucinations, excessive context, latency, and degraded reasoning in multi-step agent workflows. ### Source excerpt Your support agent confidently tells a customer they qualify for a refund under a 60-day return policy. Your actual policy is 30 days. The agent hallucinated the longer window, and the easy reaction is to blame the model. But the model never saw your ... ## Sales workflows with ChatGPT Work DevFeed: [Sales workflows with ChatGPT Work]() Original publisher: [Read original article]() Published: 2026-07-14T00:00:00Z Content type: article Language: en Sources: [OpenAI News]() Topics: [ChatGPT](), [codex](), [Slack]() Tags: [app](), [chatgpt](), [codex](), [crm](), [customer](), [deals](), [hubspot](), [openai-academy](), [sales](), [salesforce](), [slack](), [strategy](), [tools](), [work](), [workflows]() ### AI overview A practical overview of how sales teams use ChatGPT Work to turn CRM data, customer conversations, internal discussions, and deal signals into account briefs, meeting preparation, forecast reviews, account plans, follow-ups, and deal-risk analysis. ### Source excerpt Learn practical ChatGPT Work workflows for pipeline briefs, meeting prep, account plans, forecast reviews, and deal diagnosis. ## When a vendor's breach becomes yours: lessons from the Klue incident DevFeed: [When a vendor's breach becomes yours: lessons from the Klue incident]() Original publisher: [Read original article]() Author: Anthony Larkin Published: 2026-06-23T03:00:00Z Content type: article Language: en Sources: [Blog RSS Feed | Snyk]() Topics: [incident](), [Software as a service](), [Security](), [OAuth](), [data](), [Back end]() Tags: [backend](), [blog](), [breach](), [crm](), [customer](), [data](), [executive](), [incident](), [oauth](), [pmm](), [saas](), [salesforce](), [secrets](), [security](), [supply-chain-security](), [tech](), [tokens](), [vulnerability-insights]() ### AI overview The article examines how a forgotten Klue credential enabled attackers to compromise the vendor's backend, harvest OAuth tokens, access connected customer Salesforce environments, and exfiltrate CRM data. It presents the incident as an example of how a SaaS breach can cascade across downstream customers. ### Source excerpt A forgotten credential at vendor Klue let attackers reach customers' Salesforce data. How modern SaaS breaches cascade, and the keys you should audit. ## Sub-agents: splitting context across specialized AI agents DevFeed: [Sub-agents: splitting context across specialized AI agents]() Original publisher: [Read original article]() Author: Jim Allen Wallace Published: 2026-06-22T00:00:00Z Content type: article Language: en Sources: [Redis Blog]() Topics: [AI Bots](), [Language models]() Tags: [agent](), [agents](), [ai](), [ai-agent](), [ai-agents](), [awareness](), [complexity](), [cost](), [crm](), [memory](), [model](), [prompt-engineering](), [reasoning](), [redis](), [retrieval](), [routing](), [tech-de](), [tool](), [tools](), [workers]() ### AI overview The article explains how specialized AI sub-agents divide complex work, coordinate through patterns such as orchestrator-worker, supervisor, swarm, and router, and contend with context, stale state, and shared-memory challenges. ### Source excerpt If you've ever watched a single AI agent lose the plot on a complex task, you've probably wondered whether splitting the work across multiple agents would help. It can. But the split comes with its own headaches. Agents lose track of each other's work... ## How I Built an AI-Powered CRM with Laravel in a Week DevFeed: [How I Built an AI-Powered CRM with Laravel in a Week]() Original publisher: [Read original article]() Author: Giacomo Secchi Published: 2026-04-14T13:01:23Z Content type: article Language: en Sources: [Laravel Blog]() Topics: [web applications](), [CI/CD](), [Node.js]() Tags: [ai](), [ci-cd](), [cloud](), [crm](), [laravel](), [node-js]() ### AI overview A developer recounts building an AI-powered CRM MVP for an emergency response center with Laravel in under a week. The article focuses on requirements gathering, Laravel as a PWA foundation, local setup, CI/CD, and Laravel tooling. ### Source excerpt How a senior freelance developer built a full Laravel MVP in under a week using Laravel Herd, Cloud, and the AI SDK to automate critical workflows. ## Revenue Operations for SaaS: The Complete RevOps Guide DevFeed: [Revenue Operations for SaaS: The Complete RevOps Guide]() Original publisher: [Read original article]() Author: Ayush Agarwal Published: 2026-03-24T00:00:00Z Content type: tutorial Language: en Sources: [Dodo Payments Blog]() Topics: [Software as a service](), [data](), [systems]() Tags: [alignment](), [churn](), [crm](), [efficiency](), [function](), [guide](), [lifecycle](), [metrics](), [process](), [revenue](), [saas](), [strategy](), [subscription](), [systems]() ### AI overview This guide explains how SaaS companies can use Revenue Operations to align marketing, sales, customer success, finance, data, tools, and processes across the customer lifecycle. It discusses subscription management, revenue leakage, failed payments, churn, retention, and expansion. ### Source excerpt Build a revenue operations function for your SaaS company. Covers RevOps pillars, tech stack, and how billing infrastructure drives revenue efficiency. ## The 5 Processes Every Business Should Automate First DevFeed: [The 5 Processes Every Business Should Automate First]() Original publisher: [Read original article]() Author: tobi@techunicorn.builders (Tobias Mende) Published: 2026-01-30T05:00:00Z Content type: article Language: en Sources: [Tobias Mende]() Topics: [Automation](), [n8n](), [Processes]() Tags: [automate](), [automation](), [automation-productivity-n8n-business-process-efficiency](), [crm](), [email](), [incremental](), [n8n](), [risk](), [slack](), [workflows]() ### AI overview This article recommends starting business automation with small, frequent, rule-based, low-risk processes rather than a large transformation project. It presents five candidate processes and illustrates lead response automation using a contact form, CRM, confirmation email, and Slack or email notification. ### Source excerpt The 5 Processes Every Business Should Automate First Most businesses I work with know they should automate more. They have heard the promises. They might even have an n8n instance running somewhere with one or two small workflows that someone set up a while ago. ## Optimizing Data Reliability: Heroku Connect & Drift Detection DevFeed: [Optimizing Data Reliability: Heroku Connect & Drift Detection]() Original publisher: [Read original article]() Author: Siraj Ghaffar Published: 2024-06-26T02:43:00Z Content type: article Language: en Sources: [Heroku]() Topics: [Heroku Postgres](), [Heroku](), [Database](), [Monitoring](), [ui]() Tags: [crm](), [data](), [database](), [developer-tools](), [engineering](), [heroku](), [heroku-connect](), [heroku-postgres](), [integration](), [monitoring](), [salesforce](), [sync](), [ui](), [view]() ### AI overview This Heroku article explains improvements to Heroku Connect's drift detection. It describes how Salesforce data is polled into Heroku Postgres, why long-running transactions can cause missed changes, and how the updated feature detects and addresses drift more efficiently while maintaining eventual consistency. ### Source excerpt Heroku Connect makes it easy to sync data at scale between Salesforce and Heroku Postgres. You can build Heroku apps that bidirectionally share data in your Postgres database with your contacts, accounts, and other custom objects in Salesforce. Easily configured with a point-and-click UI, you can get the integration up and running in minutes without [...] The post Optimizing Data Reliability: Heroku Connect & Drift Detection appeared first on Heroku. ## Our stack for acquiring and retaining customers DevFeed: [Our stack for acquiring and retaining customers]() Original publisher: [Read original article]() Author: Charlie Kingston Published: 2022-10-07T00:00:00Z Content type: article Language: en Sources: [The incident.io Blog]() Topics: [systems](), [Slack]() Tags: [blog-post](), [crm](), [customers](), [incident](), [incident-channel](), [incident-management](), [incident-response](), [integrations](), [outage](), [post-mortem](), [sales](), [slack](), [slack-incident](), [tools]() ### AI overview The article describes incident.io's operational stack for acquiring and retaining customers. It focuses on using Close as the central source of truth for prospective-customer interactions, Calendly for scheduling, Zapier for connecting systems, and Slack channels for sharing business updates and monitoring interactions. ### Source excerpt We've been building incident.io for 12 months and thought it would be a good time to share the constellation of tools that we're using to power our customer experience. ## A B2B sales stack from Seed to Series A DevFeed: [A B2B sales stack from Seed to Series A]() Original publisher: [Read original article]() Author: Yann Sarfati Published: 2022-03-17T00:00:00Z Content type: article Language: en Sources: [The incident.io Blog]() Topics: [Software as a service](), [Tooling](), [Automation](), [User experience (UX)](), [Slack](), [Notion]() Tags: [article](), [automation](), [b2b](), [collaboration](), [crm](), [incident](), [incident-channel](), [incident-management](), [incident-response](), [integration](), [outage](), [post-mortem](), [saas](), [sales](), [slack-incident](), [startup](), [tools]() ### AI overview This article presents a sales-tool stack for B2B SaaS startups from seed to Series A, focusing on practical choices for companies with fewer than about 100 employees. It discusses CRM selection, sales automation, user experience, lead capture, enrichment, routing, and the importance of evaluating existing tools before replacing them. ### Source excerpt A bullet-proof formula for an early-stage startup sales stack. In this article, we'll take you through some tips on how to pick the right sales tools to take you from seed to series A. ## Event-driven processing with Serverless and DynamoDB streams DevFeed: [Event-driven processing with Serverless and DynamoDB streams]() Original publisher: [Read original article]() Author: Alex DeBrie Published: 2017-06-21T00:00:00Z Content type: tutorial Language: en Sources: [Serverless Blog]() Topics: [event driven](), [AWS Lambda](), [Amazon Web Services](), [Serverless]() Tags: [aws](), [aws-lambda](), [cloud-computing](), [crm](), [engineering](), [event-driven](), [faas](), [function-as-a-service](), [infrastructure-as-code](), [serverless](), [serverless-architecture](), [serverless-framework](), [streams]() ### AI overview A tutorial on using DynamoDB streams with AWS Lambda to keep search indexes and CRM tools up to date. ### Source excerpt Learn how to use DynamoDB streams and AWS Lambda to keep your search indexes and CRM tools up to date. ## Syncing from Postgres to Salesforce - Data Mappings DevFeed: [Syncing from Postgres to Salesforce - Data Mappings]() Original publisher: [Read original article]() Author: Map Published: 2016-11-23T20:55:56Z Content type: tutorial Language: en Sources: [Craig Kerstiens]() Topics: [Software as a service](), [Database](), [data](), [Ruby](), [Code](), [Software]() Tags: [code](), [crm](), [data](), [postgres](), [ruby](), [salesforce](), [syncing]() ### AI overview A tutorial on syncing data from a Postgres system of record into Salesforce for SaaS and B2B applications. It explains Salesforce data models, mapping internal users and customer information, and building the integration with example code. ### Source excerpt For the second time now I've had to implement a system that syncs from my system of record into Salesforce.com, the first at Heroku and now at Citus Data. The case here is pretty simple, I have a software-as-a-service, B2B product. It's a homegrown application in these cases in Ruby, but could be Python, .Net, any language of your choosing. The problem is I don't want to have to be rebuilding my own CRM, reporting, etc. on top of all of my internal database. And as soon as you're at some reasonable size (sales guy of 1 or more) you need to be able to provide insights on what's in that system of record database to others. While my tooling isn't a full fledged product by any means, here's a bit of how I've developed this process a few times over and some of the annoying bits of code to help get you started. In this post I'll walk through some of the basic datatypes, then we'll follow-up with the overall architecture and tweaks you need to make to Salesforce, and finally we'll provide some example code to help you create this setup yourself. Leads, Contacts, Accounts oh my Despite being some of the largest as-a-service vendors in the world, Salesforce is still primarily setup for traditional high touch sales. What this means is some of the data you'll commonly have, or in this case not have, can make it difficult to figure out what maps from your internal system to Salesforce. Within Salesforce there's really 4 key data models you're going to care about. Lead vs. Contact In every as a service product you'll have some user that creates and account which usually has an email address tied to it. This seems simple enough to load up to Salesforce as there is a clear email field. Within Salesforce there are two key data types which have a default field for this lead and contact, in Salesforce terms a lead is someone considering doing business with you, a contact someone who more so is doing business with you. If you have a freemium or timed trial model you might think to sta