For years, the “modern sales stack” was a badge of honor. To be a top-tier revenue organization, you were told you needed SalesLoft for engagement, Gong for intelligence, Clari for forecasting, and a dozen other “best-of-breed” point solutions. But as we enter the era of agentic AI, this fragmented architecture has become the single biggest
If I had to sum up this year in one sentence, it would be this: banks, credit unions, and wealth firms stopped asking whether AI and Salesforce matter and started asking how to make them work responsibly, at scale, and with real impact. That shift did not happen overnight. It showed up gradually, across conversations
If you’re exploring ways to move faster in Salesforce without sacrificing quality, security, or control, you’ve probably heard a lot of bold claims about AI. Andi is different. This FAQ-style guide is designed to answer the real questions customers ask when evaluating Andi – from what it actually does, to how it fits into enterprise
Every financial institution wants transformation. Leaders talk about digital experiences that feel effortless, AI that supports every interaction, and teams that move with more confidence because they have the full picture of a customer or member in front of them. If you read the slideware, transformation can look like a sequence of milestones. Vision session.
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the playbook. There’s the energy of kickoff day, the promise of a single pane of glass, and then the reality hits — the weight of transformation as you start to untangle data, process, and people. At
TLDR/top takeaways from this Dreamforce 2025 session: Inside the Atrium Lounge: Breakfast with Dollar Bank Over coffee and croissants, leaders from Dollar Bank and Salesforce joined Atrium’s Valerie Weis to share how a service-first rollout of Salesforce is creating real momentum at a 170-year-old mutual bank. The conversation covered change management, adoption tactics, early wins,
For technology companies modernizing from legacy Salesforce CPQ to Agentforce Revenue Management (formerly Revenue Cloud Advanced), the migration offers the opportunity for a full architectural reset. With the introduction of Salesforce’s Advanced Configurator, organizations finally have access to a true constraint-based configuration engine that aligns perfectly with the data-driven and AI-powered future of lead-to-cash. The
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of
Dreamforce 2025 has come and gone, but the ideas, conversations, and connections from this year’s event are still energizing us. Salesforce’s biggest conference of the year brought together innovators and industry leaders from around the world — and for Atrium, it was our best Dreamforce yet. Between a packed schedule of sessions, roundtables, and demos
Salesforce’s launch of Agentforce Vibes marks a major milestone in the evolution of AI-assisted development. With Vibes, Salesforce is upleveling what they had started with Agentforce for Developers and expanding the features of that tool. They’re bringing AI directly into the developer’s world — an intelligent coding partner that understands metadata, writes Apex, and tests