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Webinars

Webinars

Webinar: Intelligent Systems for Customer Retention

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On-Demand Webinar

Intelligent Systems for Customer Retention

Topics Include:

  • Industry trends in AI and customer retention
  • Customer retention use cases and success stories
  • Intelligent system demo

How can your organization increase lead conversion rate, identify risk of churn, improve win rates, and even retain employees? It starts with having the right data to produce critical insights at the right time in the right place — simple, straightforward, and accessible to all.

In this webinar, we discuss the true cost of avoidable customer switching, the probability of up-selling and cross-selling to existing customers, a data-driven approach to your customer retention strategy, and a demo of an intelligent system that enables field sales and specialty reps to maximize revenue opportunities.

Interested in advancing your customer retention tools and tactics? Learn more about our services.

Webinar: Demoing Salesforce and Tableau for Nonprofits

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On-Demand Webinar

Demoing Salesforce and Tableau for Nonprofits

Topics Include:

  • Intro to Salesforce for Nonprofits
  • Overviews of Tableau and Tableau CRM
  • Tableau and Tableau CRM Demos: Templates, Dashboards, Einstein Discovery, and Mobile Insights

How can nonprofits solve everyday challenges and reap the benefits of Tableau and Tableau CRM, particularly in an age of Covid? We’ll show you.

In this webinar with Salesforce, we take an example nonprofit, an organization used to working with underserved communities around the world to help address health and medical issues, and work through their everyday processes and interactions with Tableau and Tableau CRM. Like many nonprofits today, they’ve faced challenges in the past… but none quite so taxing or all-encompassing as the Covid pandemic.

Interested in getting started or advancing your use of Tableau and Tableau CRM? Learn more about our services.

On-Demand Webinar: AI Trends and Use Cases in the Mortgage Industry

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On-demand Webinar

AI Trends and Use Cases in the Mortgage Industry

Topics Include:

  • AI Industry Trends & Use Cases in the Mortgage industry
  • Intelligent System Demo
  • Customer Example

Geoff Birnes

VP Customer Success

Atrium

Gene Zeyger

Customer Engagement Director

Atrium

Ryan Kirkwood

Senior Solutions Engineer

Salesforce

Mortgage companies are focused on market share capture and efficiency to position for the future. Thinking about lead management, call deflection, loan recapture… it can be daunting to prepare and adapt without the right intelligent solutions in place.

In this webinar, our leaders discuss the biggest AI trends in the mortgage industry and the particular use cases around acquisition, growth, service, and recapture. You’ll also see an intelligent loan application demo in Salesforce and a customer success spotlight — showcasing outcome-focused, intelligent Financial Services Cloud for mortgage.

Interested in getting started or advancing your use of AI? Learn more about our services.

On-Demand Webinar: Improving Predictability, Win Rate, and Accountability With Intelligent Systems and Forecasting

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On-Demand Webinar:

Improving Predictability, Win Rate, and Accountability With Intelligent Systems and Forecasting

Geoff Birnes

VP, Customer Success

Atrium

Randy Colley

VP, Customer Engagement

Atrium

Sixty-nine percent of all B2B companies, regardless of size, consider their forecasting efforts to be ineffective (according to Forbes). Whether you’re struggling with manually intensive, outdated, or surprising forecasting capabilities, you’re not alone. In this webinar, our leaders walk through the data-driven forecast maturity curve, pair forecasting insights with action, and show you how to empower teams with Salesforce.com and Tableau CRM.

You’ll walk away with actionable ideas around improving adoption of Salesforce, establishing a data-driven culture, improving forecast visibility and conversion rate, and more.

Learn to make decisions faster, make employees more productive, and make customers happier with intelligent systems and forecasting. Download our whitepaper on maximizing the value of forecasting.

Webinar: Intelligent Systems in Higher Education

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On-Demand Higher Education Webinar

Improving Enrollment, Retention, and Student Success

Geoff Birnes

SVP, Customer Engagement & Co-Founder

Atrium

John Gorup

Strategy Architect

Atrium

Paul Harmon

Senior Data Science Consultant

Atrium

Molly Emmett

Data Science Consultant

Atrium

There’s never been a more challenging time in higher education. With the onslaught of remote opportunities — and virtual learning as the new normal for traditional students as well as nontraditional students — come remote challenges. How can higher education institutions address roadblocks across enrollment, retention, and student success?

In this high education webinar, the Atrium team provides insight into systems of intelligence that empower institutions and students alike. Watch and learn through an overview of trends in AI and higher education, customer use cases and success stories, and an intelligent system demo with actionable takeaways.

Learn more about how we help higher education institutions and students with intelligent AI-powered predictions and recommendations.

On-demand Webinar: 5 Steps to Get You Started with Your Tableau CRM Journey

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On-demand Webinar

5 Steps to Get You Started with Your Tableau CRM Journey

Alt VP

Colin Gelfer

SVP, Industries & Solutions, Co-Founder

Atrium

Geoff Birnes

SVP, Customer Engagement & Co-Founder

Atrium

This webinar will walk you through the best practice guidelines we follow when guiding our customers on their analytics journey. Whether the goal of your project is to transform your sales, service, or marketing function, you will gain an understanding of how we apply this framework to ensure success.


Atrium’s proven approach will help you move from static snapshots to real-time, actionable intelligence. You will also learn how to fuse predictive insights with actions in your Salesforce environment to improve business outcomes and establish a data-driven culture.

Customer Roundtable: Transforming Sales Forecasting by Leveraging Predictive Analytics with Avaya and US Foods

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Customer Roundtable

Transforming Sales by Leveraging Predictive Analytics with Avaya and US Foods

Topics Include:

  • Getting started with predictive analytics
  • Biggest lessons learned
  • Strategic approaches to AI and machine learning
  • The structure of an analytics team

Chuck Sample

VP Analytics & Data Sciences

US Foods

Mariano Salatino

VP Sales Operations

Avaya

Geoff Birnes

SVP Customer Engagement & Co-Founder

Atrium

In this fireside chat, our customers at Avaya and US Foods will share their unique journeys to achieve systems of intelligence with analytics and AI.

Gain insight into how they got started, the value derived from their respective forecasting projects, critical lessons learned, and best practices. During this live session, attendees will be able to ask questions to gain perspective to help them plan and advance on their analytics journey.

On-demand Webinar: Getting the Most Out of Your Salesforce & Tableau Investment

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On-demand Webinar

Getting the Most Out of Your Salesforce & Tableau Investment

Topics Include:

  • AI Industry Trends & Observations
  • Path Ahead - Tableau & Tableau CRM Roadmap
  • Defining Your Path - Customer Stories
  • Q&A
Chris Heineken

Chris Heineken

CEO

Atrium

Geoff Birnes

VP Customer Success

Atrium

Naisan Geula

Sr. Director, PreSales

Tableau

Many businesses in high tech want to leverage the power of Tableau and Tableau CRM (FKA Einstein Analytics) to accelerate their analytics journey as well as maximize their technology investment. But when comparing reporting capabilities, it can be difficult for businesses to determine which tool is right for their specific use cases. By combining them effectively, you can unlock exponential value.

Watch this session to understand how our customers are transforming their business into data-driven juggernauts with Tableau and Tableau CRM.

Business Resilience Webinar: Adapting to Changing Conditions and Getting Ready for What’s Next

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Business Resilience Webinar

Adapting to Changing Conditions and Getting Ready for What’s Next

Agenda:

  • AI industry trends and use cases in the medical device space
  • Real-world medical device customer stories
  • Demo: an intelligent system walkthrough
Alt VP

Colin Gelfer

SVP, Industries & Solutions

Atrium

Greg Barlin

VP, Analytics

Atrium

The time to reactivate for growth is now. But where do you begin when it comes to addressing rapidly changing market conditions, existing technology investments, and preparing for near-term opportunities?

In this business resilience webinar, Colin Gelfer (SVP & Co-Founder of Atrium) and Greg Barlin (VP of Analytics at Atrium) walk through overarching business resilience concepts, methods of adapting your customer acquisition process, the power of Einstein and Salesforce, and where to begin with a playbook for reactivation that suits your needs now.

Interested? Schedule your business resilience workshop today.

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