It’s been a couple months since Tableau 2024.1 came out and you know what that means — 2024.2 is almost here! Tableau released its list of features for 2024.2 and the enhancements to Tableau Pulse, multi-fact analytics, and other updates have us excited over at Atrium. One of our favorite items is the upcoming release
Incorrect assumptions about what it takes to embark on a successful Tableau Cloud migration can either a) cause an organization to approach it without the right strategy or expertise in place, or b) prevent them from making the move at all. If you’re still on Tableau Server and considering a migration to Cloud, you’re probably
In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential? CRM Analytics (CRMA) can be your key to unlocking hidden insights, driving personalized client experiences, and making informed decisions that fuel growth. CRMA is a dynamic visualization tool that not only provides consistent insights across
Understanding the satisfaction of your existing customer base isn’t just a smart move, but a survivorship skill. Your existing customers are the key to your success. They follow your brand; they’ve chosen your products and trust your expertise. It’s no wonder why they’re so crucial to your bottom line. What if customers are about to
This past December, Salesforce launched Service Intelligence, a new bundled product centered around unifying key insights for service agents and managers. Having undertaken a similar effort previously for sales users with its popular Revenue Intelligence product, Service Intelligence followed a similar approach: combine a blended set of functionality across different Salesforce components (Einstein predictions, CRM
Tableau Conference 2024 is in the books! Every year, we’re clued into all the exciting new things to come for the future of Tableau. As a perennial Tableau Ambassador, and an annual Iron Viz hopeful, I wait every year to see what they have in store! Take a look below to see my key takeaways
Loan officers navigate a dynamic lending landscape, constantly adapting to changing regulations, evolving client expectations, and the need to streamline complex processes. Technology becomes your greatest ally when it keeps pace with these demands. That’s why understanding the features of the latest updates, like those in the Summer ’24 release of Salesforce Financial Services Cloud
When Salesforce purchased Tableau in 2019, the speculation began on how that product might complement (or compete with) Salesforce’s existing analytics tool, Einstein Analytics. Five years and two name changes later (it is now CRM Analytics) — plus a somewhat shifting roadmap for the Salesforce analytics suite of products — and we are finding many
Designers, consultants, and developers constantly face challenges related to user adoption and enablement. To alleviate and potentially eliminate these challenges, it is crucial to implement a user-centered design approach throughout the entire solutioning process. When a user accesses a website or opens an app to complete a task, they are more likely to choose the
In today’s information age, a challenge confronts banks — how to gain a clear, reliable, and accurate view of their own customers. The culprit? A wealth of data, often fragmented across disparate systems. While the data is abundant, it often tells an incomplete or inaccurate story. A simple question like “Did a customer’s money stay