The Silent Killer of CRM Success: How to Stop Duplicate Data in Its Tracks
There’s a unique, painful sound every Salesforce admin knows: the groan of frustration when someone pulls a report and realizes half the accounts are duplicates. Suddenly, nothing makes sense. Sales teams are confused. Customers get duplicate outreach. Leadership starts by questioning every dashboard. You know what’s happening. The sneaky, silent villain of CRM success has […]
Less is More: Why Focused Salesforce Rollouts Drive Adoption and Reduce Risk
“We tried to do everything at once… and the project collapsed under its own weight.” We see it all the time: a bank or wealth firm embarks on a Salesforce Financial Services Cloud (FSC) journey with the best of intentions. The project team packs every possible feature, workflow, and integration into phase one. Everything but […]
Salesforce Success Hinges on Change Management: It’s All About Employee Readiness
Think about it: you can have the most cutting-edge Salesforce system, but if your team isn’t truly ready to use it effectively — if they don’t really get why they should change their old habits — you won’t achieve your goals or maximize your investment. That’s where change management becomes essential. Yet, far too often, […]
Get Started with AI: Don’t Wait for Perfect, Iterate to Success (Like Tony Stark!)
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room, by the way, is a shrine to all things superhero — thanks, targeted advertising!) and I were watching a video the other day about Iron Man, and it struck me: Tony didn’t build his suit […]
Agentforce Digital Banking Agent
Agentforce Digital Banking Agent Atrium’s AI-Powered Solution to Improve Client Experiences Atrium’s Digital Banking Agent transforms customer interactions with instant, personalized support directly within the online portal. The agent handles routine inquiries, streamlines case creation, and offers 24/7 availability. By automating tasks and providing trusted account insights, the agent enhances customer satisfaction, drives operational efficiency, […]
5 Agentforce Takeaways from Salesforce Partner Summit: Your Guide to the Agentic Future
Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly valuable to connect with Salesforce leaders and fellow partners and dive headfirst into the future of Agentforce. The energy? Electric! The focus on collaboration? Inspiring! Outside, the rain was coming down, which, honestly, made our […]
Is Your CRM Holding You Back? Unlock Growth with Salesforce Financial Services Cloud
Let’s be honest, how’s your CRM really still working for you? Is it a seamless engine for growth, or a clunky, outdated system that’s constantly requiring bandaids and workarounds? If you’re starting to question whether your current system is truly serving you, you’re not alone. Many financial services firms are finding that their existing CRMs […]
Driving Policy Growth Through Predictive Insights for 20K+ Insurance Agents
Driving Policy Growth Through Predictive Insights for 20K+ Insurance Agents
Agentforce & Beyond: 5 Takeaways for Financial Services from Salesforce SKO FY ‘26
Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection, with so many familiar faces — partners, clients, and Salesforce folks — all energized for the new fiscal year. The conversations were buzzing, the energy was high, and the happy hour Atrium hosted was a […]