Welcome to our new blog series, where we’ll be rolling out updates, thoughts, opinions, and guidance over the next several months (years, even?) on data and analytics in the Salesforce ecosystem. If you didn’t catch the announcement from Tableau CEO Ryan Aytay and CPO Southard Jones, there’s a new BI tool in town, and its
Data-driven decision-making is more important than ever in insurance. Carriers, brokers, and agencies rely on data to build relationships, deliver personalized experiences, and drive important business outcomes like policy retention and growth. But how can you make more effective use of your data? The right analytics applications certainly help, and with tools like Tableau and
One of the best things about Dreamforce is the variety and depth of sessions and events dedicated to Tableau. One of the worst things? Figuring out which ones to attend. There are only so many hours in a day! Even during Dreamforce 2024. As a team of Tableau experts ourselves, we know how important it
To stay competitive, organizations today need more than basic data management — they need actionable insights. Together, Salesforce Data Cloud and CRM Analytics provide an integrated solution that brings customer data to life. This powerful combination allows you to unify and harmonize your customer data from disparate sources and surface those insights within the flow
When business decisions are made with incomplete data or teams have to spend countless hours just preparing data for analysis, time and money are wasted. Tableau aims to solve those problems with its most fully loaded offering yet — Tableau+. This new premium offering gives you all the best features and functionalities of Tableau Cloud in
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
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
Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards or views to Salesforce CRM Analytics (CRMA) for use in a component object. Publishing to Salesforce made it very helpful for consumers of CRMA and Tableau to be able to access analytics in one place.