AI in Action

In this episode of AI in Action, Eric Housh and Zack Terry dig into one of the most overlooked aspects of AI adoption: governance. Not the Fortune 500 version — the practical, business-level decisions every company using Claude needs to make about who has access, what data goes in, and what controls are in place.

Zack walks through the specific governance tools available in Claude Enterprise, from role-based permissions and usage policies to data classification and admin controls, and explains how to think about risk based on your industry, your data, and your specific use cases.

This episode is for business leaders who are using Claude or evaluating it and want to make sure they're building on a solid foundation.

For the full episode video, show notes, and related resources, visit: https://loom.ly/KHr9YLU

Eric Housh and Zack Terry cover how a high-growth biotech firm handled a corporate split that left their support team drowning in repetitive tickets about shipping and results. FSM helped them stand up a new Salesforce Service Cloud instance and build an AgentForce AI agent grounded entirely in a newly created knowledge base.

They dig into how retrieval augmented generation and vector search let the agent answer only from vetted business data, when it escalates a sensitive question to a human, and how a 40% deflection rate changed the team's capacity from day one.

Useful for any regulated or customer-support-heavy business weighing how to bring AI into a system without sacrificing accuracy.

For the full episode video, show notes, and related resources, visit: https://loom.ly/iFQSAjw

Eric Housh and Zack Terry dig into a real implementation with a university fundraising team sitting on a database of over 100,000 donor records — and no reliable way to know who to call first. The problem wasn't missing data. It was that the data lived in silos across HubSpot, making it nearly impossible to surface the right relationships at scale.

Zack walks through how FSM used HubSpot's data agent to pull together contact history, giving records, family relationships, and event attendance into a single scoring output — high, medium, or low — so the team could stop guessing and start making targeted outreach decisions. The result is a system that applies senior staff expertise automatically across thousands of records.

This episode is for any nonprofit, development team, or relationship-driven organization wondering whether their CRM is actually working for them.

For the full episode video, show notes, and related resources, visit: https://loom.ly/vi7hTbc

Eric Housh and Zack Terry walk through a real Agentforce implementation at a talent placement firm drowning in routine candidate inquiries. Status update emails were scattered across inboxes, LinkedIn, and phone calls, leaving the team no time to actually place candidates.

The solution was a service agent built to retrieve live application data from Salesforce, translate internal status codes into candidate-friendly language, and flag priority candidates for human follow-up. All without exposing internal data or requiring a human in the loop.

For the full episode video, show notes, and related resources, visit: https://loom.ly/ltU25Ns

Eric Housh, Zack Terry, and Fast Slow Motion CEO and founder John Burdett sit down to announce that FSM is now offering Claude AI implementation services — not just AI features inside Salesforce or HubSpot, but Claude as a business platform in its own right.

The conversation covers what that service actually includes: AI strategy and governance, platform setup and administration, team adoption, custom agent and workflow development, data and systems integration, application review, and role-based training. John and Zack also break down what separates businesses that are getting real results from AI from those still stuck at the proof-of-concept stage.

This episode is for business owners and operators at every stage — whether you're just starting to explore AI, trying to get traction after a few false starts, or ready to make sure what you've already built is secure and built to scale.

Ready to put Claude to work in your business? Visit https://loom.ly/1j9JG40 to learn more or start a conversation with our team.

This episode breaks down how an AI SDR agent built in Salesforce Agentforce helps sales teams handle more leads, improve outreach quality, and remove bottlenecks at the top of the funnel.

Eric Housh and Zack Terry walk through the technical design, including grounding strategies, brand voice control, observability, and prompt evaluation, along with key insights on AI performance and scalability.

Prefer to watch? Find the full episode on our website: https://loom.ly/C3j2IuU

Sales teams lose critical deal context in the moments between meetings and CRM updates. In this episode, Eric Housh and Zack Terry break down how AI and voice tools help capture that information in real time and improve data accuracy.

They explore the “windshield gap,” the impact of CRM friction on adoption, and how a simple Agentforce solution can streamline data entry, improve reporting, and support better forecasting.

Prefer to watch? Find the full episode on our website: https://loom.ly/eJrCeH0

Support teams often struggle with scattered data across multiple systems. In this episode, Eric Housh and Zack Terry walk through how a global enterprise unified its data to power an AI agent that delivers faster, more informed answers.

They break down the architecture behind Salesforce Data Cloud and Agentforce, along with the role of semantic search, unstructured data, and retrieval systems in improving support efficiency and onboarding.

Prefer to watch? Find the full episode on our website: https://loom.ly/WofMnys

Many growing businesses hit a point where success creates new operational bottlenecks. In this episode, Eric Housh and Zack Terry break down the “scaling tax” and how AI can eliminate manual invoice processing inside Salesforce.

They walk through a real-world use case, including how Agentforce automates email intake, data extraction, validation, and record creation, plus practical steps leaders can take to identify similar opportunities in their own workflows.

Prefer to watch? Find the full episode on our website: https://loom.ly/x3x9-G0

Many organizations experiment with AI tools but struggle to turn them into real operational value. In this episode, Eric Housh and Zack Terry walk through a real case study showing how siloed AI systems can create inefficiencies instead of reducing work.

They explore how Agentforce and Data Cloud connected AI directly to Salesforce CRM data, knowledge articles, and customer records. The discussion highlights how contextual AI reduces support ticket volume, improves response speed, and allows customers to self-serve answers through an Experience Cloud portal.

Prefer to watch? Find the full episode on our website.