Atrium + Salesforce

Anticipate your customers’ needs and act on them with Tableau CRM

You’ve laid the foundation: Salesforce has been providing you with automation, allowing you to increase process time and gather greater, consistent customer data. But you know there’s still more value hidden in your data — and that you need to be able to keep up with changing dynamics and evolving customer needs. But you can’t act on data that lives outside of your everyday workflow. What can you do?

In order to accelerate and sustain growth, you need to be able to predict and prescribe actions. That requires accurate forecasting, increased customer retention, and identifying new customers and buying centers. But with the amount of data doubling yearly and the demands of your go-to-market team increasing, finding actionable insights can be tough. Like many of our customers you are being asked:

  • Sales and renewals are down… but why?
  • How can we increase customer spend through account-based marketing?
  • How can we get a 360-degree view of our customers or patients?
  • Where’s the ROI on our marketing campaign efforts?
Whether one or all of those apply to you, you’re not alone. We can help you wherever you are on your Tableau CRM journey.

We Know Tableau CRM

As Tableau CRM experts, we unlock our customers’ data to surface insights where users actually work — across sales, service, and marketing. Our strategic approach delivers on your unique business needs and outcomes by combining deep Salesforce implementation experience with data science innovation and best practices. We enable you to:
  • Provide personalized insights that drive the next best action for your sales, service, and marketing teams.
  • Apply specific enhancements to realize greater internal adoption by focusing on measurable processes, resulting in effectiveness and efficiency.
  • Apply AI to operationalized use cases, driving immediate impact and freeing up your team to execute on strategic, valuable activities.
  • Pinpoint ways to enhance your underlying business processes and Salesforce configuration.

How We Get Results

Here’s a look at how we help you get the most out of your data and investment in Salesforce and Tableau CRM.

Analytics and AI Strategy Planning

With intelligent solutions specifically tailored to your organization’s goals, we help our customers surface insights at scale, reach new target markets, and improve engagement.

Data Signal Analysis

Our data signal analysis service identifies opportunities to incorporate intelligence into the flow of the business process so that insights translate directly to actions, improving customer experience and increasing operational efficiency.

Managed Services for AI, Analytics, and Machine Learning

Elevate, our managed services offering, includes industry-based algorithm templates, MLops/DevOps best practices, monitoring tools, and a partnering model that emphasizes long-term success through expert outcome-based support.

Proven Success with Tableau CRM

Nutanix needed to make it easier for sales reps to quickly drill down into the reasons why other reps won (or lost) opportunities similar to those they were working.

Ready To Talk?

Let's discuss your goals.