The AI Enterprise Paradox: Why More Tools Mean Less Intelligence
For years, the “modern sales stack” was a badge of honor. To be a top-tier revenue organization, you were told you needed SalesLoft for engagement, Gong for intelligence, Clari for forecasting, and a dozen other “best-of-breed” point solutions. But as we enter the era of agentic AI, this fragmented architecture has become the single biggest […]
Simplify to Scale: Optimizing Your Tech Stack for the AI Era
WEBINAR Simplify to Scale: Optimizing Your Tech Stack for the AI Era Wednesday, February 25 | 12:00 pm ET AI adoption is accelerating, but disconnected data and tool sprawl are slowing teams down. AI won’t deliver value on top of a fragmented tech stack. Join us to learn how consolidating tools, simplifying Salesforce, and strengthening […]
Lessons from 2025 on AI, Data, and Change in Financial Services
If I had to sum up this year in one sentence, it would be this: banks, credit unions, and wealth firms stopped asking whether AI and Salesforce matter and started asking how to make them work responsibly, at scale, and with real impact. That shift did not happen overnight. It showed up gradually, across conversations […]
On-Demand Webinar | AI-Driven Handoffs: Seamless Commercial Lending with Agentforce
On-Demand Webinar AI-Driven Handoffs: Seamless Commercial Lending with Agentforce Agentforce brings intelligence to the handoffs that slow commercial lending down. Rather than replacing your LOS or performing deep underwriting analysis, Agentforce focuses on the steps where banks lose the most time: gathering documents, verifying completeness, ensuring accuracy, summarizing information, and preparing clean packages for underwriting, […]
On-Demand Webinar | Fireside Chat with Wabtec: Modernizing Complex Service Operations with Salesforce and AI
On-Demand Webinar Fireside Chat with Wabtec: Modernizing Complex Service Operations with Salesforce and AI Many enterprise businesses struggle with complex, high-stakes service operations largely due to fragmented legacy systems and inefficient processes. The result? Slow response times and inconsistent service quality. This webinar details how Wabtec, a leader in rail technology, partnered with Atrium to […]
The Hidden Data Work That Makes Salesforce Transformation Possible for Banks and Credit Unions
Every financial institution wants transformation. Leaders talk about digital experiences that feel effortless, AI that supports every interaction, and teams that move with more confidence because they have the full picture of a customer or member in front of them. If you read the slideware, transformation can look like a sequence of milestones. Vision session. […]
Inside the Atrium Lounge: How Two Banks Are Turning Salesforce Vision into Real Transformation
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the playbook. There’s the energy of kickoff day, the promise of a single pane of glass, and then the reality hits — the weight of transformation as you start to untangle data, process, and people. At […]
How Agentforce Revenue Management Powers AI-Driven Lead-to-Cash Transformation
For technology companies modernizing from legacy Salesforce CPQ to Agentforce Revenue Management (formerly Revenue Cloud Advanced), the migration offers the opportunity for a full architectural reset. With the introduction of Salesforce’s Advanced Configurator, organizations finally have access to a true constraint-based configuration engine that aligns perfectly with the data-driven and AI-powered future of lead-to-cash. The […]