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Salesforce Reports

Your AI Strategy Is Only as Good as the Data It Cannot Find

August 3, 2026 By Lisa Schwartz

Business question: How can leadership make AI investment useful when the data foundation is incomplete? Leadership takeaway: Treat ...

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Why Your Dashboard Is Not a Growth Diagnosis

July 27, 2026 By Lisa Schwartz

Business question: How can leaders tell when a dashboard needs a growth diagnosis rather than another KPI? Leadership takeaway: Use ...

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Your Revenue Team Is Not a Team If Everyone Is Running a Different Play

July 20, 2026 By Lisa Schwartz

Business question: How can one revenue team turn broken handoffs into a clear path to growth? Leadership takeaway: Align marketing, ...

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Get to SAM Quickly:

June 22, 2026 By Lisa Schwartz

Why SaaS Growth Starts With the Right Accounts, Not More Accounts Business question: How can leadership narrow a broad market into a ...

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Mining Salesforce Data for Audience Definition and Segmentation

June 29, 2020 By Lisa Schwartz

What I demonstrate in the video is the following process to creating a report that will help us later to filter the contact job titles that ...

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