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. […]
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 […]