9 Powerful Analytics Applications and Dashboards for Insurance
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 […]
Demo: Revenue Intelligence Revenue Insights
Demo Revenue Intelligence Revenue Insights With this demo, learn how the Salesforce Revenue Insights feature in Revenue Intelligence helps you understand whether you’re on track to hit quota, analyze your sales team’s performance, see which opportunities require your attention, and take immediate action. Want to learn more? Watch our full webinar on demand: The Future […]
Demo: Revenue Intelligence Einstein Account Management
Demo Revenue Intelligence Einstein Account Management With this demo, learn how Einstein Account Management in Revenue Intelligence provides you with insight into account health and accounts with upside to help you identify potential cross sell and upsell opportunities. Want to learn more? Watch our full webinar on demand: The Future of Forecasting: Intelligent Selling with […]
Salesforce CRM Analytics + Data Cloud: A Powerful Combination for Customer Insights
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 […]
Demo: Revenue Intelligence Forecast Insights
Demo Revenue Intelligence Forecast Insights With this Salesforce Revenue Intelligence demo, learn how the Forecast Insights feature helps you easily understand your current forecast, evaluate the performance of your sales team members, and review key deals so you can take action. Want to learn more? This is a clip from our full webinar Accelerate Your […]
On-Demand Webinar: Fireside Chat with Solenis – How AI and CRMA are Transforming Commercial Excellence in Manufacturing
On-Demand Webinar Fireside Chat with Solenis: How AI and CRMA are Transforming Commercial Excellence in Manufacturing Join Atrium, Solenis, and Salesforce experts for an in-depth look at how AI, CRM Analytics, and a data-driven commercial excellence strategy are revolutionizing the manufacturing industry. Get exclusive insight into Solenis’ transformative journey, as their Director of Commercial Excellence […]
Getting to Know Salesforce 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
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. […]