I run sales the AI‑first way. I teach what that takes.

I'm a Regional Vice President at Salesforce, where I lead a team selling to banks, credit unions, and wealth management firms. Before that, I spent 13 years in lending and banking.

Now I teach and advise on how financial institutions put AI to work, and how the people around it stay in charge.

Ask about Daniel

An AI assistant that knows his background. It can't speak for Salesforce.

Hi. I can tell you what Daniel teaches, what he'd bring to a board, and how to reach him. What would you like to know?

Two ways to work together

Teaching

A course on selling in the AI era, built from how my team works today. Open to adjunct teaching and guest lectures.

See what I'd teach

Board service

Banking experience, technology judgment, and a working view on how boards should oversee AI that acts on its own.

See what I'd bring

In print and on camera

Daniel Martin on the Salesforce+ studio set, with cameras and monitors in the foreground

Slack.com, 2023 Salesforce Sales Leaders Use Slack to Build Trust and Drive EfficiencyFeatured on building micro-moments of trust with a sales team.
Salesforce+ 3 Ways Sales Reps Can Use Slack to Build Better RelationshipsSalesforce on Salesforce, season 1, episode 32.
Salesforce.com webinar Salesforce on Salesforce: How Our Enterprise Is Transforming Work with SlackFeatured speaker alongside Salesforce's SVP of Business Technology.
Book The Degree HackAuthor.