Getting to Know Consumption Forecasting and Flexible Pricing Models
While the consumption-based (or “usage-based”) pricing model isn’t necessarily new, it’s becoming increasingly popular in industries that haven’t typically used it in the past — like tech and manufacturing. But what does that mean for those sales and revenue operations teams that have to completely rethink the way they forecast? In this article, we’ll look […]
Leverage CRM Analytics Parameters to Filter Tableau Views
Co-authored by: Jordan Gerberding 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 […]
Always Be Closing With These 7 Tableau Sales Dashboards
It’s important for sales teams to be able to track a variety of metrics, from pipeline to closed deals and beyond. How can you best use Tableau to not only track those metrics but make them actionable — and make your team stronger as a result? Here are 7 Tableau sales dashboards that will help […]
Whitepaper: The Future of Data in Banking: Getting Ahead with Advanced Analytics
WHITEPAPER The Future of Data in Banking: Getting Ahead with Advanced Analytics Data has emerged as a central pillar of modern banking operations. With the shift toward digital-forward customer preferences, the volume and variety of data that is generated has surged — creating complex challenges and opportunities for banks to get ahead of traditional peer […]
Is Your Organization Ready to Take Full Advantage of Salesforce Einstein 1?
If you’re anything like us, you’re running — not walking — to sign up for Salesforce Einstein 1 (formerly Salesforce UE+). First announced at Dreamforce 2023 and made available in December ‘23, this new super SKU has everything you need to take your data, AI, and CRM strategy to the next level. What’s included with […]
On-Demand Webinar: Unlocking Data Potential: How to Get Actionable Insights with Tableau Pulse
On-Demand Webinar Unlocking Data Potential: How to Get Actionable Insights with Tableau Pulse Powered by Tableau AI and built on Einstein Trust Layer, Tableau Pulse enables you to democratize your data and build the metrics you need with automated, intuitive data analysis. By surfacing the right insights, Pulse can help you increase time to value […]
How Tableau Pulse Can Help You Cultivate and Democratize Data Insights
Tableau Pulse was introduced at Tableau Conference in the spring and again at Dreamforce in the fall of 2023. It has gained considerable buzz in the months since, to say the least, with a public launch slated for spring 2024. You may be here because you’re wondering, for starters, what exactly is Pulse? How can […]
Ahead of the Curve: Data Analytics Maturity Model Guidance
After having a front row seat to hundreds of Atrium projects over the last five years that typically focused on the intersection of data, analytics, and CRM strategy, I started to see a trend emerging among our most successful customers. Those that understood the relative maturity of their data as well as the tooling they […]
AnalyticsKata: Dynamically Display Sales Rep Performance Using Only Text
Sometimes the best way to display data isn’t a bar chart, or a table. Instead, you might want to create dynamic and data-powered views using just text. That’s what we’ll be doing for this week’s AnalyticsKata, where we’ll display sales performance using nothing but text! (New to the idea of an AnalyticsKata? Refer back to […]