Follow the Money: Tracking Customer Money Flows with Salesforce Data Cloud
In today’s information age, a challenge confronts banks — how to gain a clear, reliable, and accurate view of their own customers. The culprit? A wealth of data, often fragmented across disparate systems. While the data is abundant, it often tells an incomplete or inaccurate story. A simple question like “Did a customer’s money stay […]
Getting to Know Salesforce Consumption Forecasting and Flexible Pricing Models
While the consumption-based (or “usage-based”) pricing model isn’t necessarily new, it’s becoming increasingly popular in industries that haven’t typically used it in the past — like tech and manufacturing. But what does that mean for those sales and revenue operations teams that have to completely rethink the way they forecast? In this article, we’ll look […]
Leverage CRM Analytics Parameters to Filter Tableau Views
Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards or views to Salesforce CRM Analytics (CRMA) for use in a component object. Publishing to Salesforce made it very helpful for consumers of CRMA and Tableau to be able to access analytics in one place. […]
Einstein Copilot in Action: How to Enhance Salesforce with Generative AI
In February 2024, Salesforce introduced Einstein Copilot, a powerful Generative AI tool designed to transform the way you work in Salesforce, saving you valuable time and boosting your productivity. But how do you harness this potential? In this post, I’ll break down how Einstein Copilot works, and guide you through the process of creating your […]
Atrium Helps Snowflake Customers Maximize Value with Expanded Snowflake Migration Offerings
Modern Data Management, Targeted Data Architecture Enhancements, and Customized Migrations are Here to Support Snowflake Customers Indianapolis, April 2, 2024 – As the market leader in combining CRM, data, and AI to drive business outcomes, Atrium has built an extensive Snowflake practice over the past 3+ years. Now, the company has bolstered its existing status […]
New Salesforce Financial Services Cloud Offerings from Atrium Drive Increased Business Growth and Retention
Atrium’s Customized FSC Offerings Empower Firms to Deliver Enhanced Customer Experience, Operational Efficiency, and Market Expansion Indianapolis, April 2, 2024 – Atrium has spent years harnessing data to drive action for leading businesses in the financial services industry. In launching new Salesforce Financial Services Cloud (FSC) offerings, they will enable bankers, relationship managers, and advisors […]
Atrium’s Salesforce Data Cloud Offerings Help Businesses Activate and Monetize Their Data
Refreshed Data Cloud Offerings Help Salesforce Customers Achieve Business Outcomes with Their Data and AI Indianapolis, April 2, 2024 – Having delivered strategy and solutions at the intersection of CRM, data, and AI since being founded in 2018, Atrium has reached the next frontier in data-driven customer outcomes with comprehensive Salesforce Data Cloud offerings. These […]
Clari vs. Salesforce: What to Look for in a Revenue Intelligence Solution
Sales and RevOps leaders know that to remain competitive today, their teams need data-driven technologies that surface actionable, predictive insights to help them win more deals and hit their goals. Revenue intelligence solutions use data and AI to provide information that sellers can confidently act on, like sales forecasts, red flags in the pipeline, upsell […]