New in February 2022, Salesforce’s Revenue Intelligence product allows businesses to manage revenue across the customer lifecycle by providing actionable insights that can help ensure organizations are reaching their growth goals. Let’s go into the use cases and benefits, talk about the relationship between revops and revenue intelligence, and look at a real customer success
Any seasoned Salesforce user knows the vast functionality the platform provides. With an unlimited number of custom setups possible, your organization may need to dole out a large number of licenses for various types of users. But all of these users access different components, and their needs vary wildly. Luckily, Salesforce offers a huge number
If you are a professional who regularly works on the Salesforce platform, the company’s seasonal software releases are a familiar occurrence. These releases happen 3 times a year, and while they may still come as a surprise or cause a mild disruption in your workflow, these releases often provide features and benefits that users have
Gearset is one of the popular Salesforce DevOps tools these days. Its strength lies not only with the comparison of different types of code sources, but also in a user-friendly UI that is easy to understand. It can be connected to a DevOps repo like Azure and can compare the build with the selected Salesforce
One of the most common questions I get asked when designing dashboards is, “How can I include a leaderboard in Tableau CRM so my sales reps can see how they rank among their peers?” My response is always, “That’s easy! All you need to do is create a bar chart.” The customer almost always comes
What are some of the themes you saw come out of TC21 this year? The umbrella term to encompass it all is the Tableau Economy, which consists of customers, individuals, Tableau partners like Atrium, and technology. That might sound dry on the surface, but it’s these core ingredients that make it exciting: It was great
Salesforce sent shockwaves around the business world when it acquired Slack at the beginning of the year. While it was huge news, it certainly wasn’t surprising. After all, Salesforce is the world’s leading CRM platform, so teaming up with one of the most intuitive workplace communication platforms just makes sense. It’s sort of like what
Getting started with an effective customer retention strategy isn’t as easy as one would hope. As we tackle the concepts that make for an effective customer retention strategy, we revisit our data-driven approach and Atrium’s method of determining your readiness to adopt intelligent solutions in aiding customer retention. Atrium uses a readiness assessment that can
Authored by: Doug Surfleet, Nathan Bruhn, Cory Rehs, Keely Weisbeck, and Jason Halpern FFLib as a framework for Enterprise Design Patterns When we work with clients, one of the topics which comes up most frequently surrounds the supportability and scalability of their Salesforce implementation. It is common that they started out with the best of
By: Katie Toyoshima, Aurora Rosin, & Nate Van Roosendaal In the first installment of this blog series, we took a look at Magenta Inc.’s issues with customer churn. In Part 2, Magenta’s Senior Data Architect, Jake, integrated the company’s data into Snowflake, alongside existing data from Salesforce. The data from the centralized data hub was