Cirrius Talk

Cirrius Solutions
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Cirrius Talk is a practical, no-fluff podcast at the intersection of Salesforce, AI, and business value—built for leaders and consultants who want real outcomes, not buzzwords. Hosted by Greg Banks, Chad Anderson (CEO, Cirrius Solutions), and Tim Harting (COO, Cirrius Solutions), each episode breaks down what’s working in the ecosystem today: strategy, architecture, AI agents, implementation lessons, change management, and the human side of consulting. Expect candid conversations, news you can use, and field-tested playbooks you can apply immediately. Cirrius Talk also features Cirrius Talk: The Military Minute, a recurring series dedicated to empowering military-affiliated professionals—veterans, active service members, and military spouses—to discover and thrive in the Salesforce ecosystem through inspiring success stories, mentor spotlights, and actionable resources tailored to these communities. Subscribe for: Practical AI and Salesforce guidance, customer value stories, career growth insights, and a network that has your back. Questions or partnership inquiries? Email us at cirriustalk@cirriussolutions.com 

  1. [Ep 051] Salesforce Field Service Meets Agentforce: From Triage to Wrap Up

    4 小時前

    [Ep 051] Salesforce Field Service Meets Agentforce: From Triage to Wrap Up

    The best field service call is the one you never had to run. On this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲, 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 and 𝗔𝗹 𝗛𝘂𝗲𝗿𝘁𝗮 from 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 walk through a full day in the life of a Salesforce Field Service appointment with Agentforce layered in at every step, from intake and triage to wrap up, predictive maintenance, and coaching. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: ·         How Service Agent deflects calls before a truck ever rolls ·         Where Copilot in the dispatch console rebalances schedules in clicks instead of hours ·         Voice to report, prompt builder summaries, and guided flows that take work off the technician ·         Post visit automation that closes the loop with the customer and the back office ·         Asset 360 and predictive maintenance that turn service history into proactive revenue ·         Real time performance coaching that lifts new techs without adding head count 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce admins, architects, and service leaders running or scaling Field Service who want a concrete, stage by stage view of where Agentforce actually pays off. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 and 𝗔𝗹 𝗛𝘂𝗲𝗿𝘁𝗮 lead Field Service work at 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀, a Salesforce Implementation Partner with more than 15 years of delivery experience and nearly 300 certifications across the team. They have implemented Salesforce Field Service across home services, B2B equipment fleets, and multi territory operations. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Pick one stage of the field service day and tell us how many human eyes touch it today. Reach out at CirriusTalk@CirriusSolutions.com and we will help you map your first Agentforce target. Follow the show for more 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 episodes. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Episode Artifact Al Huerta on LinkedIn Allie Nelson on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com #SalesforceFieldService #Agentforce #Salesforce #FieldService #AI #CirriusTalk #SalesforceAtScale

    36 分鐘
  2. [Ep 050] Claude Code vs Wireframes: Building Interactive POCs in Hours, Not Weeks

    5月22日

    [Ep 050] Claude Code vs Wireframes: Building Interactive POCs in Hours, Not Weeks

    Every consulting project carries the same hidden risk: the client doesn’t really know what they’re getting until UAT, and by then the time and money to change it are gone. In this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜, 𝗔𝗹 𝗛𝘂𝗲𝗿𝘁𝗮 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 break down the POC-first delivery model and how agentic AI tooling has finally made it economically viable. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why describe-first artifacts (decks, user stories, wireframes) almost always leave a translation gap between consultant and clientHow tools like Claude Code and Claude Design compress weeks of POC build into hours - and why expertise still mattersThe shift from time-and-materials to outcome-based and fixed-bid contracts that POCs make possibleHow POC-first changes vendor selection: ask for an interactive mockup of your business, not a generic demoWhere AI-generated POCs can mislead clients into asking for things their platform can’t reasonably support𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Consulting leaders, delivery managers, software buyers, and product owners who are tired of UAT surprises and want a delivery model that surfaces hard conversations early - when there’s still budget and time to act on them. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗔𝗹 𝗛𝘂𝗲𝗿𝘁𝗮 leads delivery initiatives at 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀, where he has been driving the internal move to a POC-first methodology across engagements. 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 is a senior architect and recurring 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 voice with a developer’s-eye view on how POCs reshape user stories, sprint cadence, and pre-sales risk. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Learn more about how 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 applies POC-first delivery at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page.  𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Episode Artifact Al Huerta on LinkedIn  Gavin Franklin on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Agentic AI Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com #AgenticAI #ProofOfConcept #ConsultingDelivery #ClaudeCode #SoftwareArchitecture #Salesforce #AIConsulting

    34 分鐘
  3. [Ep 049] Salesforce Military Is Back: Inside the AI Summit with Tom House

    5月21日

    [Ep 049] Salesforce Military Is Back: Inside the AI Summit with Tom House

    130 senior leaders. One day in Washington, D.C. A country song written live in the room. And a clear signal that 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 is back. On this 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲, 𝗧𝗼𝗺 𝗛𝗼𝘂𝘀𝗲, Director of Salesforce Military, returns with 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 to recap the Salesforce Military AI Summit and what it means for veterans, military spouses, employers, and the VSO community at large. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why the Salesforce Military program is back, and what its three core principles - AI, future-ready workforce, networking and mentorship - look like in practiceThe CreativeVets icebreaker that turned skeptics into believers - and the deeper story behind itThe team-of-teams shift across 40,000+ VSOs - and why partnership beats redundant capabilityWhat next year’s two-day summit will look like, and why day one is being built for veterans and spouses who do not yet know what Salesforce isWhy allies without a uniform are essential to the program, not optional𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Veterans and military spouses navigating their next career chapter, hiring managers and corporate allies looking to engage with vetted VSOs, and Salesforce ecosystem leaders thinking about long-term talent. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗼𝗺 𝗛𝗼𝘂𝘀𝗲 is the Director of Salesforce Military, a Mustang with ten years enlisted and fifteen years as a supply officer, and the architect behind the recent AI Summit in Washington, D.C. 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 is a former infantry officer and a recurring voice on Cirrius Talk. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: If you are a veteran, military spouse, or ally and you want into the next Salesforce Military summit, get on the program’s radar now. Follow the show for more 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲 episodes. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Salesforce Military Creativets Tim Harting on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions - use this link to find a curated list of resources we promote based on first-hand experience. The Military Minute Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com

    26 分鐘
  4. [Ep 048] Zero Copy, Full View Why Data 360 Changes Everything

    5月15日

    [Ep 048] Zero Copy, Full View Why Data 360 Changes Everything

    Is Data 360 a rebrand or a genuine relaunch? In this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲, Greg Banks sits down with co-host 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 and Cirrius Solutions’ Data 360 lead 𝗘𝗺𝗶𝗹𝘆 𝗦𝗸𝗲𝗹𝘁𝗼𝗻 to unpack what actually changed, what zero copy really means, and how to get started without trying to solve everything at once. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why Data 360 is a relaunch, not just a renameThe difference between connecting and integrating, and why zero copy changes the architecture conversationTableau Semantics as a lexicon layer that simplifying your tech stack mappingUnstructured data ingestion and the new Agentforce 360 native hooksA pragmatic, iterative way to land your first Data 360 use case𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce admins, architects, technical leads, and platform owners trying to make sense of Data 360 and figure out a sensible first project at enterprise scale. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗘𝗺𝗶𝗹𝘆 𝗦𝗸𝗲𝗹𝘁𝗼𝗻 is the Cirrius Solutions team member who stepped up to lead the firm’s Data 360 capability, training directly with the Salesforce Data 360 implementation team. Co-host 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 brings hands-on enterprise Salesforce architecture experience from across the ecosystem. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Pick one bottleneck and start there. Reach out at CirriusTalk@CirriusSolutions.com if you want help framing the first use case.  𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Emily Skelton on LinkedIn Trailhead Trailmix  Salesforce Ben Data 360 on LinkedIn Allie Nelson on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com

    32 分鐘
  5. [Ep 047] Agentic AI - Evolution of Agent Hosting

    5月8日

    [Ep 047] Agentic AI - Evolution of Agent Hosting

    You picked your LLM, you picked your use case, and now someone hands you a list of hosting options that all sound like they solve the same problem. They don’t. In this episode, Tim Harting and Gavin Franklin of Cirrius Solutions break down the three real hosting models for AI agents - self-hosted, software-aligned, and the new wave of provider-hosted options from Anthropic and OpenAI - and how to decide which one fits which agent. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: The real trade-offs between self-hosted, software-aligned, and provider-hosted agents - and why most companies end up running all threeHow Anthropic Cloud Managed Agents and OpenAI Workspace Agents actually differ in build model, lock-in, and how end users interact with themThe four customer archetypes we keep seeing - platform-first enterprise, builder-heavy SaaS, knowledge-worker augmentation, and regulated industries - and the hosting mix each one tends to land onThe questions to ask before you pick: where does the workflow live, do you have a platform team, how sensitive is the data, and how will you observe and evaluate the agent𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Technology leaders, architects, and AI/platform teams choosing where their agents will run - and trying to avoid locking the whole company into a single platform before the use cases are even mapped. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: Tim Harting and Gavin Franklin lead Agentic AI strategy and delivery at Cirrius Solutions, a consulting firm working at the intersection of cloud, software engineering, data, and AI. They’re rolling these hosting decisions out with real customers every week and watching the provider landscape shift in real time. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Grab the companion artifact from the show notes - it’s the side-by-side decision framework for the three hosting models, plus the Anthropic vs. OpenAI comparison. Follow Cirrius Talk: Agentic AI for more episodes that cut through the noise. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Episode Artifact Tim Harting on LinkedIn Gavin Franklin on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com

    31 分鐘
  6. [Ep 046] USA Cares: Keeping Veterans Housed, Working, and Hopeful

    5月7日

    [Ep 046] USA Cares: Keeping Veterans Housed, Working, and Hopeful

    USA Cares steps in when veteran families are at the brink—especially when eviction or foreclosure could trigger a fast, devastating spiral. Hear how stability-focused support can create breathing room and a bridge to long-term resources. What you’ll learn Why housing instability is a key “crossroad” USA Cares targets to prevent deeper crisisHow USA Cares provides emergency grants (paid directly to creditors) and why speed mattersThe most common categories of support discussed: housing, vehicle expenses, and utilitiesWho it’s for Veterans, military spouses, and supporters looking for real-world resources that help during transition and hardship. Guest + credibility Matt Maples is the Texas Director for USA Cares, an organization founded in 2003 to help stabilize veteran families by keeping them in their homes and in their jobs. Links & Resources Matt Maples on LinkedIn USA Cares on LinkedIn USA Cares main site Request assistance Become a Volunteer Find a USA Cares Chapter Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Jason Fowler Follow-up: CirriusTalk@CirriusSolutions.com CTA Need help or want to support the mission? Visit usacares.org (assistance application, donation options, chapter info). Follow the show for more Military Minute episodes. SHARE to help a veteran today!

    35 分鐘
  7. [Ep 045] - Field Service at Scale: From Chaos to Controlled Growth

    5月1日

    [Ep 045] - Field Service at Scale: From Chaos to Controlled Growth

    Salesforce Field Service is powerful—but only if you implement it the right way. Most organizations struggle to scale field operations because they’re still relying on outdated processes and disconnected systems. In this episode of Salesforce at Scale, we break down how Salesforce Field Service actually works in the real world—what drives success, what causes failure, and how to build a foundation that scales. What you’ll learn: How to improve scheduling, technician matching, and first-time fix ratesWhy process definition and clean data are critical before implementationThe role of change management in driving real adoptionWho it’s for: Business leaders, technical leads, and operations teams responsible for scaling service delivery Guest + credibility: Featuring Bobby Basden and Al Huerta from Cirrius Solutions, bringing hands-on experience from more than a decade of real world field service implementations. CTA: Please like and subscribe to the show and share this episode with those on the Field Service journey. To learn more about Field Service and our accelerator, please view the resources linked below Links & Resources: Field Service Accelerator Whitepaper Field Service Guide Bobby Basden on LinkedIn Al Huerta on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions  For any questions, please reach out at CirriusTalk@cirriussolutions.com

    33 分鐘
  8. [Ep 044] Agentic AI - Token Economics: Designing Agents That Don’t Blow the Budget

    4月24日

    [Ep 044] Agentic AI - Token Economics: Designing Agents That Don’t Blow the Budget

    Token stewardship is quickly becoming a make-or-break discipline for Agentic AI because it directly impacts cost, throttling, and whether teams can scale AI usage without losing velocity. In this episode, Greg Banks is joined by Tim Harting and Gavin Franklin to break down token stewardship in practical terms and lay out the core levers every organization can use to control spend while keeping agents effective. What you’ll learn Where tokens come from in agent systems (prompts, memory, tools, calls, outputs)The 4-tier optimization approach: prompt/context, caching, model routing, and self-hosting tradeoffsWhy token discipline can prevent throttling and protect productivity at scaleWho it’s for Decision makers and technical teams building, deploying, or scaling agentic AI in real operations. Guests + credibility Tim and Gavin Franklin share research-backed guidance and lessons from hands-on internal agent development and usage optimization at Cirrius. CTA Download the episode artifact and use it to start a real cost-and-value conversation inside your organization. (And follow the show for the rest of the Agentic AI series.) Links & Resources Agentic AI Playlist of past episodes Episode Artifact Tim Harting on LinkedIn Gavin Franklin on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions

    34 分鐘
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簡介

Cirrius Talk is a practical, no-fluff podcast at the intersection of Salesforce, AI, and business value—built for leaders and consultants who want real outcomes, not buzzwords. Hosted by Greg Banks, Chad Anderson (CEO, Cirrius Solutions), and Tim Harting (COO, Cirrius Solutions), each episode breaks down what’s working in the ecosystem today: strategy, architecture, AI agents, implementation lessons, change management, and the human side of consulting. Expect candid conversations, news you can use, and field-tested playbooks you can apply immediately. Cirrius Talk also features Cirrius Talk: The Military Minute, a recurring series dedicated to empowering military-affiliated professionals—veterans, active service members, and military spouses—to discover and thrive in the Salesforce ecosystem through inspiring success stories, mentor spotlights, and actionable resources tailored to these communities. Subscribe for: Practical AI and Salesforce guidance, customer value stories, career growth insights, and a network that has your back. Questions or partnership inquiries? Email us at cirriustalk@cirriussolutions.com 

資訊

  • 創作者
    Cirrius Solutions
  • 活躍年代
    2025年 - 2026年
  • 集數
    51
  • 年齡分級
    兒少適宜
  • 版權
    © 2026 Cirrius Talk
  • 節目網站
    Cirrius Talk