On-Demand Webinar: Creating a Multi-Org Data Strategy with Salesforce Data Cloud
On-Demand Webinar Creating a Multi-Org Data Strategy with Salesforce Data Cloud Get to know the ins and outs of Salesforce Data Cloud within the context of a multi-org data strategy. In this session, experts will detail the most common multi-org, multi-cloud use cases and data hurdles, provide a demo of Data Cloud for multi-org forecasting, […]
Takeaways from Dreamforce 2023 to Guide You through the Rest of the Year
After you’ve left Moscone (or the Atrium Lounge!) in your sneakers and your Trailblazer hoodie, backpack and swag-filled tote bag in tow, it’s easy to succumb to information overload. The announcements, the live demos, the guided tutorials and masterful roadmapping, the meetings, the goal setting, the coffee, the coffee… It’s a lot to take in. […]
Snowflake Marketing Analytics: Drive Marketing Success with a Single View of the Customer
I still remember the exact moment I first realized my marketing data was trapped. A long time ago in a land far away, I was digging into the journey of a web conversion that excited me because it was a great lead and I was determined to replicate its success. Like many marketing automation tools, […]
AnalyticsKata: Reshape Data Using a CRM Analytics Recipe
Trying to get data into the right form is half the battle when it comes to analytics. This challenge is meant to show off some of the functionality of CRM Analytics recipes, while also tackling a realistic use case. (New to the idea of an AnalyticsKata? Refer back to our very first challenge!) AnalyticsKata: Reshape […]
AnalyticsKata: CRM Analytics Pie Chart vs. Bar Graph
If you’ve worked with bindings in CRM Analytics dashboards, you’re likely already aware of the amazing capabilities that they provide. Bindings allow you to dynamically change groupings, calculations, and more in charts and tables. But did you know that you can also use them to change chart types? For this week’s Kata, we’ll be using […]
DEMO: Salesforce Data Cloud Service Accelerator
Demo Salesforce Data Cloud Service Accelerator The Salesforce platform has everything you need to serve your existing customers. But do all of your customer service agents have access to the real-time data they need to solve customers’ problems? How are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, […]
The Rise of AI in Financial Services: Balancing Fear and Opportunity
AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The integration of AI into major platforms like Salesforce, coupled with the power of tools such as Tableau and CRM Analytics, has made the benefits of AI more accessible than ever in the financial services industry. […]
How Bank Transactions Can Predict Attrition and Drive Additional Deposits
In today’s market, retaining current deposit clients is crucial for maintaining stability, trust, and effective operations. However, retaining customers is difficult due to increased competition, evolving customer expectations, and a lack of differentiation among financial services providers, with the emergence of online banking platforms and mobile apps with self-service options that don’t require an in-person […]