Accelerating Outcomes with Elevate: An Agile Approach to CRM Analytics Excellence

Sometimes, internal expertise, resource capacity, or time constraints limit an organization’s ability to deliver on its priority initiatives. To meet those needs, many organizations choose to work with a partner like Atrium to implement solutions like Salesforce and CRM Analytics (CRMA), unlocking the full potential of their data through flexibility, optimization, and innovative thinking. One

Demystifying Tableau Conference 2025: Answers to Your Biggest Questions from the Keynote

Tableau Conference 2025 just wrapped up in San Diego. For most attendees, it was full of sessions, meetings, new features, and new concepts. One of the primary themes from Tableau Conference was the new role of analysts and the new product, Tableau Next. Odds are that whether you joined online or in person, the one

Salesforce Success Hinges on Change Management: It’s All About Employee Readiness

Think about it: you can have the most cutting-edge Salesforce system, but if your team isn’t truly ready to use it effectively — if they don’t really get why they should change their old habits — you won’t achieve your goals or maximize your investment. That’s where change management becomes essential. Yet, far too often,

Level Up Your Tableau Visualizations: Inspiration from Iron Viz 2025

Tableau’s Iron Viz is more than just a competition, it’s also a way to learn and develop your Tableau skills. Every year, Tableau enthusiasts from around the globe submit their best attempts at Tableau dashboards to compete against the best of the best for a chance to win glory in the name of data visualizations.

What We’ve Learned About AI Adoption on Our Mission to Drive $1B in Customer ROI

Atrium is dedicated to delivering tangible business benefits for our customers. You’ve probably already seen our 1 Billion Dollar Outcomes Dashboard, which we’re using to track our journey to inventory 1 billion dollars in projected customer ROI by the end of the year. This achievement highlights our commitment to driving AI-based value creation across a

5 Agentforce Takeaways from Salesforce Partner Summit: Your Guide to the Agentic Future

Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly valuable to connect with Salesforce leaders and fellow partners and dive headfirst into the future of Agentforce. The energy? Electric! The focus on collaboration? Inspiring! Outside, the rain was coming down, which, honestly, made our

Marketing in the Agent Era: How Agentforce Powers the Customer Journey

Traditionally, most marketers have not had access to the resources or technology to create the granular segments they need to fully execute their marketing vision. With Agentforce and the latest Salesforce Marketing Cloud features — powered by Salesforce Data Cloud — the impossible finally seems possible for marketing teams large and small. Does this sound

Agentforce & Beyond: 5 Takeaways for Financial Services from Salesforce SKO FY ‘26

Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection, with so many familiar faces — partners, clients, and Salesforce folks — all energized for the new fiscal year. The conversations were buzzing, the energy was high, and the happy hour Atrium hosted was a

Retain High-Value Clients with Advanced Analytics in Banking and Financial Services

Financial services organizations are naturally data-rich. Whether you’re a bank, credit union, wealth management firm, or asset management company, you have access to a wealth of information. But too often, that data is scattered across different systems and departments, like pieces of a jigsaw puzzle. You know the big picture is important, but putting all

Salesforce Marketing Cloud Features and Products to Power Data-Driven Engagement in 2025

73% of CMOs feel pressure to do more with less to deliver growth for their businesses, according to Gartner’s 2024 CMO Spend and Strategy Survey. That sentiment continues into 2025, as an uncertain economy leaves many marketing teams dealing with budget cuts or strained resources. When you’re asked to do more with less, automation and