Why Migrating to Financial Services Cloud is a Benefit for Financial Firms
If you’re considering a migration to Financial Services Cloud (FSC) then you are either not yet on the Salesforce platform and are looking to get started, you’re on a highly customized version of Sales Cloud and are looking to scale/reduce tech debt, or you’re on another CRM altogether. In any case, you’ve realized it’s time […]
Leveraging Salesforce to Identify Growth Opportunities in Wealth Management Using Lookalike Audiences and Machine Learning
Contributor: Gene Zeyger From acquisition to growth and retention, one of the focus areas for many wealth management firms in this turbulent market is building better relationships with their clients. One way of doing that is to understand what the similar clients are doing, not only from an investment perspective, but across the board. Who […]
Your Dreamforce 2022 Recap: Salesforce Data Cloud, Slack Canvas, and Being Back in SF
For the first time since 2019, Dreamforce was back in its fullest action, live in San Francisco — as well as streamed to thousands of us virtually via Salesforce+ for free. Dubbed a “family reunion,” Salesforce’s biggest annual event brought together Trailblazers, customers, partners, and friends. With it, as many surprises as you’d expect from […]
What Are Recommendation Systems and How Are They Transforming Our Markets?
A Recommendation System is an application capable of presenting a user a suggestion, obtained based on users’ preferences and the preferences of a community with likes and opinions similar to the user. These systems are so widespread that many users interact with them without even realizing it.They are one of the most successful and widely-used […]
Entering the World of Technology and Consulting: Atrium’s Luminate Program
Written by a former Luminate Like every other college senior, I spent the tail end of my tenure at Indiana University Bloomington frantically attending career fairs and scouring Indeed looking for jobs. As many of you know, after looking through dozens and dozens of job descriptions you’ll find that many of them begin to read […]
Salesforce Data Cloud Launches: Here’s What it Means
Salesforce has a reputation for putting the customer experience at the forefront of their innovation efforts — and Dreamforce is the ecosystem’s launchpad where Salesforce products take flight. In true pre-Dreamforce fashion, Salesforce and Snowflake announced the expansion of their partnership, now enabling customers with the ability to securely share data in real time between […]
A Complete Guide to Salesforce CPQ Objects
Many companies are shifting their business models to be more adaptive and flexible, and they often need assistance in managing their product pricing, quotation, and configuration. Salesforce CPQ helps such companies focus on their deliverables rather than wrap their heads around product configuration. This article focuses on the object model CPQ follows, and will give […]
How to Embed CRM Analytics Dashboards on Your Website
When we integrate analytics into business processes, we can connect multiple data sources, view or edit reports and dashboards, and toggle features for end users. We can also customize our actions based on customer interactions with dashboards and visualizations. This is known as embedded analytics. Companies are taking advantage of this and putting the dashboards […]