Notes from the team.
What we're thinking about as we build crm.care. Mostly: AI marketing operations, Salesforce attribution, and the bits of the loop nobody else owns.
What is Three Degrees of Attribution in Salesforce? A B2B marketer's guide
Three Degrees of Attribution splits marketing's contribution to closed-won pipeline into Absolute, Direct, and Indirect tiers — so a CFO sees what marketing owns, what marketing co-owns, and what marketing influenced.
Read postcrm.care vs. Jasper for Salesforce-native marketing teams
Honest comparison of Jasper and crm.care for B2B teams running on Salesforce + Account Engagement. Jasper's editor is mature; crm.care closes the loop into AE and back from Salesforce. Different products for different bottlenecks.
Read postHow to publish AI-generated emails to Account Engagement (the table-layout HTML problem)
AI-generated email HTML breaks in Account Engagement because AE renders through Outlook's Word-based engine — table-layout-only, inline-CSS-only, no flexbox or SVG. Step-by-step fix for converting modern AI HTML into AE-compatible email.
Read postPrimary Campaign Source vs Campaign Influence: a practical guide for AE users
Primary Campaign Source is a single field; Campaign Influence is a junction object. They measure different things and report wildly different numbers. Practical guide to data-model differences, when to use which, and how to use both correctly.
Read postWhy crm.care exists
AI marketing tools today are either generic chat wrappers or platform-locked features. There's a gap in the middle: an AI-native operator that lives outside Salesforce but closes the loop into it. That's crm.care.
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