Listen: Making The Right Connections with Patty McGoldrick

Salesforce gives organizations the ability to automate marketing, personalize outreach, and manage leads at scale—but those benefits only materialize when complex capabilities are implemented cohesively. Through its Salesforce Practice, CG Infinity brings together Marketing Cloud capabilities—including Email Studio, Automation Studio, and Journey Builder—alongside dynamic content, Cloud Pages, and third-party lead integrations. By designing these…

Successful Salesforce initiatives rely on alignment as much as technology. When partners stay focused on delivery rather than shared priorities, projects risk meeting technical requirements without achieving real business success. The strongest outcomes come from teams that treat client priorities as the foundation for every decision. That mindset defines how Meagan Diegelman, Principal at…

Salesforce can be a powerful growth platform, but its complexity can put inexperienced organizations at a disadvantage. Without strong in-house expertise, leaders may struggle to assess recommendations, push back on unnecessary scope, or determine whether proposed solutions truly support business outcomes. Over time, this can lead to overbuilt systems, excess cost, and decisions driven…

Strong delivery starts with advocacy—making sure customer priorities are clearly represented, consistently elevated, and never lost as work moves forward. At CG Infinity, that advocacy shows up through proactive thinking, idea-sharing, and a commitment to pushing for better outcomes at every stage of an engagement. Customer voices remain front and center, shaping decisions and guiding…