Agentforce Retention Agent

Atrium Retention Agent

Agentforce Retention Agent Atrium’s AI-Powered Solution to Reduce Customer Churn Retention Agent identifies at-risk customers and provides personalized recommendations to re-engage them. The agent will suggest tailored follow-ups, offers, or targeted engagement strategies to equip sales and service teams with what they need to proactively retain customers and prevent unnecessary churn. Humans + AI Agents […]

On-Demand Webinar: Build a Strong Bank-Wealth Referral Program with Salesforce Financial Services Cloud

Featured Image - Webinar Bank-Wealth Referral Program

On-Demand Webinar Build a Strong Bank-Wealth Referral Program with Salesforce Financial Services Cloud Banks possess a treasure trove of information about their clients — from life events and financial goals to risk tolerance and investment preferences. This deep client knowledge presents the opportunity to foster a collaborative relationship between banks and wealth advisors, built on […]

On-Demand Webinar: Getting Started with Agentforce: From Core Capabilities to Custom Actions

Webinar Agentforce

On-Demand Webinar Getting Started with Agentforce: From Core Capabilities to Custom Actions Ready to transform the way your organization engages with Salesforce? With the release of Agentforce, we’re moving away from the point-and-click CRM interface to a more intelligent, streamlined chat-based experience. Join us for an in-depth webinar exploring the core capabilities of Agentforce and […]

Demo: Revenue Intelligence Revenue Insights

Salesforce Revenue Insights featured image

Demo Revenue Intelligence Revenue Insights With this demo, learn how the Salesforce Revenue Insights feature in Revenue Intelligence helps you understand whether you’re on track to hit quota, analyze your sales team’s performance, see which opportunities require your attention, and take immediate action. Want to learn more? Watch our full webinar on demand: The Future […]

Demo: Revenue Intelligence Einstein Account Management

Einstein Account Management featured image

Demo Revenue Intelligence Einstein Account Management With this demo, learn how Einstein Account Management in Revenue Intelligence provides you with insight into account health and accounts with upside to help you identify potential cross sell and upsell opportunities. Want to learn more? Watch our full webinar on demand: The Future of Forecasting: Intelligent Selling with […]

Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI

reduce client churn with snowflake zero copy salesforce data cloud AI

Demo Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI Client churn is an important metric for businesses to track, regardless of industry or company size. But how can you take action intelligently and effectively to make an impact and retain your clients? In this demo, we’ll show you how to leverage your data […]

On-Demand Webinar: The Future of Forecasting: Intelligent Selling with Salesforce CRM Analytics

Future of Forecasting

On-Demand Webinar The Future of Forecasting: Intelligent Selling with Salesforce Revenue Intelligence Join us for an in-depth exploration of the future of forecasting and intelligent selling. We’ll dive into the power of Revenue Intelligence to transform your sales process. You’ll see how embedded actions and analytics within your Salesforce workflows can empower your team to […]