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 […]
Getting Started with Salesforce Einstein Copilot and Prompt Studio
Everywhere you look, Generative AI models are the talk of the town. Companies are increasingly focused on finding ways to drive higher operational efficiency through automation, software improvements through increased functionality, or better, more personalized experiences for their customers. At the end of February 2024, Salesforce released a bevy of new Generative AI-based tools intended […]
Is Your Bank (Really) Their Primary Financial Institution?
In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential. Competitors who use data to identify their clients’ primary financial institutions are gaining an edge over banks with a limited understanding of their most valuable customers. The concept of a “primary client” is essential for driving customer […]
Always Be Closing With These 7 Tableau Sales Dashboards
It’s important for sales teams to be able to track a variety of metrics, from pipeline to closed deals and beyond. How can you best use Tableau to not only track those metrics but make them actionable — and make your team stronger as a result? Here are 7 Tableau sales dashboards that will help […]
The Biggest Opportunities and Challenges of Data in Banking Today
In the banking industry, data has emerged as a central pillar of modern operations. Data spans decision-making, enhancing customer experiences, and optimizing operational efficiencies. In this age of digital data-centricity, data in banking is abundant. But it is also a functional, critical aspect of all business operations — from customer engagement at the front to […]
Is Your Salesforce AI Consultant the Real Deal? 5 Questions to Ask
Everyone from LinkedIn influencers to your mom’s hairdresser seems to have an opinion about AI these days. And it’s great that these conversations are happening and people are excited to talk about what tools like generative AI and machine learning mean for the future of technology (and humanity). With the increasing AI buzz and new […]