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In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential.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 […]
Use the Power of Tableau Prep to Automate Data Transformation
Manual data manipulation in Excel is common. However, collecting data from disparate sources and cleaning, filtering, sorting, pivoting, and doing calculations manually not only takes lots of time but also makes mistakes more likely. Tableau Prep can not only complete all of the most common data manipulation steps but it also adds capabilities like Joins […]
Is Your Organization Ready to Take Full Advantage of Salesforce Einstein 1?
If you’re anything like us, you’re running — not walking — to sign up for Salesforce Einstein 1 (formerly Salesforce UE+). First announced at Dreamforce 2023 and made available in December ‘23, this new super SKU has everything you need to take your data, AI, and CRM strategy to the next level. What’s included with […]
AnalyticsKata: Converting a Dashboard to Light or Dark Mode
If you’re no stranger to the internet, you likely know that many websites include the option to view pages in both light and dark mode. Light mode is generally a white or light-colored background with darker font, while dark mode is the opposite. Did you know that within CRM Analytics, you can create toggles that […]
The Power of Predictive Sales Forecasting for Revenue Operations Teams
Generative AI has taken the world by storm. As organizations scramble to determine how they can leverage the power of tools such as ChatGPT, Einstein GPT, and others, they face a big question: How can LLMs and generative AI models be used to drive actionable, meaningful business value? This question has been the impetus for […]