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 […]
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 […]