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• Buyers Guide to Document Management for Salesforce (HERE)

Cloud-Based Document Management Integrations

Episode 2 of 2: This is the second chapter of a two-part series all on Document Management Software for Salesforce. We will be providing a deep-dive overview of the sub-category, Cloud-Based Document Management Software Integrations, with host Preston Hurd.

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• Buyers Guide to Document Management for Salesforce (HERE)

Document Management for Salesforce Category Overview

Episode 1 of 2: This is the first chapter of a two-part series all on Document Management Software for Salesforce. We will be providing a high-level introductory overview of the category - the world of Document Management Software, with host Preston Hurd.

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Maximize Lead Generation with Thomas Cyr @ Shopify

In this episode we talk to Thomas Cyr, the Head of Global Demand Generation at Shopify, one of the leading e-commerce platforms for brands both big and small. Thomas offers advice on promoting your brand through various avenues, including rapidly growing platforms such as TikTok and Yahoo.

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Inside Sales Strategy with Ralph Barsi @ Kahua

In this episode, we discuss the strategies and mindset needed to drive Inside Sales, with Ralph Barsi. Learn how to optimize your Inside Sales, to generate New Leads. We interview Ralph Barsi, VP of Revenue Growth at Kahua. He provides some valuable insights, including tips on how to overcome the 5 major barriers to making a sale, along with the 5 philosophies to help every Inside Sales Rep be successful.

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• Buyers Guide to Document Generation for Salesforce (HERE)

Capabilities and Features of Document Generation

Episode 4 of 4: In this fourth and final chapter within the Document Generation series, your host, Preston Hurd dives even deeper into the Document Generation Features and Capabilities. This episode dives into the Template Capabilities and Out-of-the-Box Features of leading Doc Gen tools—comparing how platforms like Conga Composer, S-Docs, MergeUp, Nintex, and Templafy handle template formats, dynamic content, and AI—while highlighting why the right template framework and ecosystem integration are essential for scalable, automated Salesforce Document Generation.

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• Buyers Guide to Document Generation for Salesforce(HERE)

Deep-Dive into Document Generation Automation

Episode 3 of 4: In this third chapter, your host Preston Hurd takes a closer look at the Document Generation Automation sub-category, focusing on the most important considerations companies face when selecting or replacing their Doc Gen solution.‍ ‍And while this is a deep-dive, it cuts straight to what matters most, spotlighting the must know factors in the automation subcategory, zooming in on what's essential, and then in our final Doc Gen episode (after this one), that's when we talk about the specific features and capabilities going even deeper yet. This episode compares leading Doc Gen platforms like Conga Composer, MergeUp, and S-Docs, exploring their strengths and tradeoffs across three key evaluation areas: Salesforce integration type, template capabilities, and out-of-the-box functionality.

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• Watch Now on YouTube (HERE)

• Buyers Guide to Document Generation for Salesforce (HERE)

The ‘Retail Spin’ on Document Generation

Episode 2 of 4: In this second chapter of the Document Generation series, the host, Preston Hurd is going to be telling real-world stories about Retailers illustrating each of the four categories of Doc Gen for Salesforce. This episode highlights real-world Doc Gen use cases, from Nike and Best Buy automating proposals and onboarding, to ASOS and Sephora managing digital agreements, Patagonia and Zara streamlining forms and workflows, and Target and Nordstrom enhancing enterprise content management and collaboration.

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• Buyers Guide to Document Generation for Salesforce (HERE)

Introduction to Document Generation for Salesforce

Episode 1 of 4: This is the first chapter of a four-part Podcast series all on Document Generation Software. We will be providing a high-level overview of the category - the world of Document Generation Software, with host Preston Hurd. This episode introduces how Salesforce-connected Doc Gen Automation streamlines the creation, management, and secure distribution of repeatable documents across departments, breaking down its four key sub-categories.

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Optimize Social Selling with Mark Rettberg @ LinkedIn

Episode 2 of 2: In this episode, you’ll learn how to use Social Selling to network your way into new business. We interview with Mark Rettberg. Throughout his career, Mark has worked in sales roles at major companies such as Salesforce, Microsoft and LinkedIn. In his role at the time, he was a Key Account Manager, educating leaders about LinkedIn’s flagship product, Sales Navigator. Mark has worked with sales executives and organizations on how to leverage a modern sales approach via social selling to drive lead generation and revenue growth

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Optimize Your Tech Stack with Daryl Thomas @ Cisco

Episode 1 of 2: Learn how to build out your Tech Stack, to generate the most results. We interview Daryl Thomas, the AI Business Practice Leader at Cisco. His contributions have led to Cisco winning the ‘Stackie Awards’ several years in a row, in recognition of the company's Marketing Tech Stack. Among his areas of focus are omni-channel, inbound and outbound marketing, cognitive & AI, social selling, and leading sales contact centers all over the world.

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• Buyers Guide to Sales Mapping Apps (HERE)

Sales Mapping, Routing and Territory Management Apps

Mapping Software can be confusing for many reasons. It all looks similar when you’re looking at it, even though the different categories of these apps do very different things. So we published this Buyer’s Guide for sales mapping, route planning, and territory management apps, for salespeople and sales management to better understand this constantly evolving space, with host Preston Hurd.

Welcome to The Filtered Brew - Why we started a Podcast

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• Welcome to The Filtered Brew Podcast (HERE)