Predict Customer Churn with Salesforce Data Cloud and Snowflake Zero-ETL
Understanding the satisfaction of your existing customer base isn’t just a smart move, but a survivorship skill. Your existing customers are the key to your success. They follow your brand; they’ve chosen your products and trust your expertise. It’s no wonder why they’re so crucial to your bottom line. What if customers are about to […]
Using Salesforce Einstein Conversation Mining to Enhance Case Deflection
This past December, Salesforce launched Service Intelligence, a new bundled product centered around unifying key insights for service agents and managers. Having undertaken a similar effort previously for sales users with its popular Revenue Intelligence product, Service Intelligence followed a similar approach: combine a blended set of functionality across different Salesforce components (Einstein predictions, CRM […]
7 Top Takeaways from Tableau Conference 2024
Tableau Conference 2024 is in the books! Every year, we’re clued into all the exciting new things to come for the future of Tableau. As a perennial Tableau Ambassador, and an annual Iron Viz hopeful, I wait every year to see what they have in store! Take a look below to see my key takeaways […]
Machine Learning Operations: Do You Have These 3 MLOps Roles on Your Team?
As interest in AI and machine learning capabilities continues to grow, so does the need for organizations to put MLOps roles in place to help leverage the technology effectively. It’s no surprise that multiple positions requiring machine learning knowledge made LinkedIn’s Jobs on the Rise report this year. Building machine learning solutions not only requires […]
Level Up Your Lending Game: Summer ’24 Release for Salesforce FSC
Loan officers navigate a dynamic lending landscape, constantly adapting to changing regulations, evolving client expectations, and the need to streamline complex processes. Technology becomes your greatest ally when it keeps pace with these demands. That’s why understanding the features of the latest updates, like those in the Summer ’24 release of Salesforce Financial Services Cloud […]
Migrating to Snowflake from Azure SQL: 5 Keys to Success
With the explosion in data and analytics demand, organizations are reaching the limits of their existing data platforms. Even cloud-based platforms like Azure SQL, while an improvement over on-premises technologies, are unable to provide the scalability, performance, and elasticity needed to enable a modern analytics capability. To meet this challenge, data leaders are migrating to […]
CRM Analytics vs. Tableau: What Should I Choose for my Salesforce Use Case?
When Salesforce purchased Tableau in 2019, the speculation began on how that product might complement (or compete with) Salesforce’s existing analytics tool, Einstein Analytics. Five years and two name changes later (it is now CRM Analytics) — plus a somewhat shifting roadmap for the Salesforce analytics suite of products — and we are finding many […]
Salesforce Dynamic Pages: Enabling a More User-Centric Design Approach
Designers, consultants, and developers constantly face challenges related to user adoption and enablement. To alleviate and potentially eliminate these challenges, it is crucial to implement a user-centered design approach throughout the entire solutioning process. When a user accesses a website or opens an app to complete a task, they are more likely to choose the […]