Your Dreamforce 2022 Recap: Salesforce Genie, Slack Canvas, and Being Back in SF

dreamforce 2022 recap from atrium

For the first time since 2019, Dreamforce was back in its fullest action, live in San Francisco — as well as streamed to thousands of us virtually via Salesforce+ for free. Dubbed a “family reunion,” Salesforce’s biggest annual event brought together Trailblazers, customers, partners, and friends. With it, as many surprises as you’d expect from […]

What Are Recommendation Systems and How Are They Transforming Our Markets?

What Are Recommendation Systems and How Are They Transforming Our Markets

A Recommendation System is an application capable of presenting a user a suggestion, obtained based on users’ preferences and the preferences of a community with likes and opinions similar to the user. These systems are so widespread that many users interact with them without even realizing it.They are one of the most successful and widely-used […]

Salesforce Genie Launches: Here’s What it Means for Seamless, Real-Time Customer Data Flow With Salesforce CDP and Snowflake

Salesforce has a reputation for putting the customer experience at the forefront of their innovation efforts — and Dreamforce is the ecosystem’s launchpad where Salesforce products take flight. In true pre-Dreamforce fashion, Salesforce and Snowflake announced the expansion of their partnership, now enabling customers with the ability to securely share data in real time between […]

A Complete Guide to Salesforce CPQ Objects

A Complete Guide to Salesforce CPQ Objects

Many companies are shifting their business models to be more adaptive and flexible, and they often need assistance in managing their product pricing, quotation, and configuration. Salesforce CPQ helps such companies focus on their deliverables rather than wrap their heads around product configuration. This article focuses on the object model CPQ follows, and will give […]

How to Embed CRM Analytics Dashboards on Your Website

How to Embed CRM Analytics Dashboards on Your Website

When we integrate analytics into business processes, we can connect multiple data sources, view or edit reports and dashboards, and toggle features for end users. We can also customize our actions based on customer interactions with dashboards and visualizations. This is known as embedded analytics. Companies are taking advantage of this and putting the dashboards […]

Using CRM Analytics Dashboards to Modernize Your Sales Metrics

Using CRM Analytics Dashboards to Modernize Your Sales Metrics

I was chatting with my team recently and the topic of sales metrics came up and why CRM Analytics for sales is so important. We were discussing the most valuable metrics to track as indicators of sales performance and what we’ve seen most effectively done, both internally and across our dozens of Analytics customers. Some […]

Maximize the Value of Your Data with Tableau and Snowflake

Maximize the Value of Your Data with Tableau and Snowflake

As we evolve in a world where data is the most valuable and fastest growing resource a business can have, it can be difficult and overwhelming for organizations to prioritize and structure data in a way that can drive predictability and inform strategy for the business. Timing is crucial to decision making as industries experience […]

Why Experience Is Key For CRM In Ad Sales

Why Experience Is Key For CRM In Ad Sales

Do you read your vehicle’s manual before you get into your car to drive to the grocery store? I bet the answer is no, right? Once you learn the fundamentals of the road and the basic functions of the vehicle, you’re likely to only use the manual when things go wrong. And that makes sense; […]

How to Connect Snowflake to Tableau In Less Than 4 Minutes

How to Connect Snowflake to Tableau In Less Than 4 Minutes (1)

If you’re looking to connect Snowflake to Tableau and wondering how, you’ve come to the right place. This is a step-by-step overview of how it’s done, and I will take a generalized approach that will work for most use cases. What you’ll need A Tableau Cloud license (with a site role of creator & view […]