Inside the Atrium Lounge: How Two Banks Are Turning Salesforce Vision into Real Transformation
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the playbook. There’s the energy of kickoff day, the promise of a single pane of glass, and then the reality hits — the weight of transformation as you start to untangle data, process, and people. At […]
Data Readiness: The Foundation for Success with Snowflake Intelligence
The release of Snowflake Intelligence marks a powerful evolution in how enterprises turn data into decisions. Building on foundational Snowflake capabilities like Cortex Analyst and Cortex Search, Snowflake Intelligence enables users to query data in natural language, uncover insights instantly, and build AI-driven applications — all within a secure, governed environment. But here’s the truth: […]
Inside the Atrium Lounge: 5 Tips From Dollar Bank’s Service-First Digital Transformation
TLDR/top takeaways from this Dreamforce 2025 session: Lead with service when service is your differentiator. Make change management the program, not a workstream. Design side-by-side with frontline users. Ship value early to earn the right to scale. Treat AI as a governance and data problem — then a tooling win. Inside the Atrium Lounge: Breakfast […]
Inside the Atrium Lounge: Delivering Value from Your Data & AI Investments
Insights from Atrium’s Dreamforce 2025 Panel with Mitch Zink, Paul Harmon, and Patrick Scherder. TLDR data & AI takeaways: Start small and scale intentionally. Pilot focused use cases to build momentum. Leverage what you already have. Unlock dormant value in your existing data assets. Start with outcomes, not infrastructure. Define ROI-driven use cases first. Unify […]
Snowflake Intelligence: From Data to Decisions
AI projects fail when data quality is poor and siloed. At its core, the Snowflake platform solves this by giving access to unified insights with governed and secure data. Starting November 4, Snowflake will officially launch Snowflake Intelligence, marking one of the most significant advancements yet in the evolution of the AI Data Cloud. Snowflake […]
How Agentforce Revenue Management Powers AI-Driven Lead-to-Cash Transformation
For technology companies modernizing from legacy Salesforce CPQ to Agentforce Revenue Management (formerly Revenue Cloud Advanced), the migration offers the opportunity for a full architectural reset. With the introduction of Salesforce’s Advanced Configurator, organizations finally have access to a true constraint-based configuration engine that aligns perfectly with the data-driven and AI-powered future of lead-to-cash. The […]
Clear the Path for Innovation: How to Manage Your Enhancement Backlog and Drive Strategic Growth
Is your team drowning in a backlog of desired enhancements while trying to focus on strategic work? It’s a common problem that can stifle innovation and growth. In this article, we explore how partnership with a managed services team can help you prioritize and execute on strategic Salesforce or Snowflake projects, while still addressing that […]
Top 6 Takeaways from Dreamforce 2025 for Banking and Wealth Management
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of […]