← All topics

Explore customer management

Related products and practices, with creator experiences across different uses.

With use and recommendations from

Vas Jason Lemkin
+4 more
Rory O'Driscoll Wendy Ciehanski Patrick Forquer Joe Schmitz Jr.

Salesforce

Software

9 creators

Process mining and building agents that act inside clients' CRM

"One thing that we do is for example we'll have agents that mine your Salesforce and take action in your Salesforce. And there's no new surface that you need to go into to interact with this. We're not asking you to replace your Salesforce, your CRM."

Vas

Masterclass: How FDEs make $1M/yr deploying AI agents ▶ 19:31
More source quotes

Running Salesforce headlessly as a backend CRM/data system without logging into the UI

"We run Salesforce headless. We don't even log into Salesforce — and these are opportunities and threats."

Jason Lemkin

NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation ▶ 28:59

Core CRM system of record for the firm, increasingly accessed via Claude MCP

"We use Salesforce a lot. We have a 20-year instance. We're deeply embedded in it. And more and more people are using it via Claude."

Rory O'Driscoll

NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation ▶ 1:00:39
View all product sources →

CRM

Software

1 creator

Documenting client discussions about concentrated positions, recording meeting minutes and ongoing reassessments

"CRM, meeting minutes, when you have your annual meeting with clients, make sure that this position is not glossed over. The CRM notes are definitely helpful as well."

Rich Chen

Working With Legacy Investment Positions, With Rich Chen ▶ 22:36
About these recommendations

Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.

Search all customer management matches →