AnalyticsKata: CRM Analytics Tooltips
One of the great things about CRM Analytics dashboards is the ability to create dynamic dashboards that are not only nice to look at, but that also allow you to provide all the information and detail you need to make informed decisions. One great way to do this is to add dynamic tooltips to your […]
AnalyticsKata: How to Create a MadLibs Game in CRM Analytics
My favorite way to learn CRM Analytics is by building solutions that do not resemble dashboards. At Atrium, we have used these “CreativeKatas” (aka AnalyticsKatas — get to know more with our first one introducing AnalyticsKatas) to encourage our team to push the platform beyond the traditional dashboard implementation. Today, I will walk you through […]
Enable Repeatable Analytics with Snowflake and dbt
Starting a new year usually comes with some immediate analytics challenges: reporting on year-end consumption, generating target lists, and forecasting metrics for the coming months. Quickly addressing these challenges enables organizations to kickstart their year. How quickly is your organization answering these questions? And are the answers accurate? A critical component of accomplishing this is […]
Introducing AnalyticsKatas: Challenges to Help You Skill up in CRM Analytics
In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles… Enter AnalyticsKata. What is a Kata? A kata is […]
On-Demand Webinar: Accelerate Revenue Growth With Salesforce Analytics for Commercial Bankers and Lenders
On-Demand WebiNar Accelerate Revenue Growth with Salesforce Analytics for Commercial Bankers and Lenders Join us to learn about current trends in data visibility, agility, and analytics in the commercial banking industry. You’ll hear from industry experts at Salesforce, Fulton Bank, and Atrium about breaking down silos to achieve a single view of your customers and […]
Maximize the Value of Your Data with Tableau and Snowflake
As we evolve in a world where data is the most valuable and fastest growing resource a business can have, it can be difficult and overwhelming for organizations to prioritize and structure data in a way that can drive predictability and inform strategy for the business. Timing is crucial to decision making as industries experience […]
On-Demand-Webinar: Empower Relationship Managers to drive winning client interactions with Salesforce Analytics
Webinar Empower Relationship Managers to drive winning client interactions with Salesforce Analytics
On-Demand Webinar: Tableau Cloud – What to Know and How to Plan for Your Analytics Roadmap
On-Demand Webinar Tableau Cloud: What to Know and How to Plan For Your Analytics Roadmap Whether you’re brand new to Tableau or considering migrating to Tableau Cloud from Tableau Server or a legacy solution, you need to know what your options are. Join us as we explore common questions around the Salesforce analytics roadmap, Tableau […]