Sometimes the best way to display data isn’t a bar chart, or a table. Instead, you might want to create dynamic and data-powered views using just text. That’s what we’ll be doing for this week’s AnalyticsKata, where we’ll display sales performance using nothing but text! (New to the idea of an AnalyticsKata? Refer back to
Salesforce customers generally choose the leading CRM platform because it streamlines their sales, marketing, and customer service processes with data analytics and insights. But to further enhance the capabilities of Salesforce (and specifically their Salesforce data), many Salesforce customers are also starting to leverage Snowflake Data Cloud as they move toward a more modern data
After you’ve left Moscone (or the Atrium Lounge!) in your sneakers and your Trailblazer hoodie, backpack and swag-filled tote bag in tow, it’s easy to succumb to information overload. The announcements, the live demos, the guided tutorials and masterful roadmapping, the meetings, the goal setting, the coffee, the coffee… It’s a lot to take in.
I still remember the exact moment I first realized my marketing data was trapped. A long time ago in a land far away, I was digging into the journey of a web conversion that excited me because it was a great lead and I was determined to replicate its success. Like many marketing automation tools,
Trying to get data into the right form is half the battle when it comes to analytics. This challenge is meant to show off some of the functionality of CRM Analytics recipes, while also tackling a realistic use case. (New to the idea of an AnalyticsKata? Refer back to our very first challenge!) AnalyticsKata: Reshape
If you’ve worked with bindings in CRM Analytics dashboards, you’re likely already aware of the amazing capabilities that they provide. Bindings allow you to dynamically change groupings, calculations, and more in charts and tables. But did you know that you can also use them to change chart types? For this week’s Kata, we’ll be using
AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The integration of AI into major platforms like Salesforce, coupled with the power of tools such as Tableau and CRM Analytics, has made the benefits of AI more accessible than ever in the financial services industry.
In today’s market, retaining current deposit clients is crucial for maintaining stability, trust, and effective operations. However, retaining customers is difficult due to increased competition, evolving customer expectations, and a lack of differentiation among financial services providers, with the emergence of online banking platforms and mobile apps with self-service options that don’t require an in-person
One of the great things about CRM Analytics dashboards is the ability to create dynamic dashboards that are not only nice to look at, but that also allow you to provide all the information and detail you need to make informed decisions. One great way to do this is to add dynamic tooltips to your
My favorite way to learn CRM Analytics is by building solutions that do not resemble dashboards. At Atrium, we have used these “CreativeKatas” (aka AnalyticsKatas — get to know more with our first one introducing AnalyticsKatas) to encourage our team to push the platform beyond the traditional dashboard implementation.Today, I will walk you through how