Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium
EBOOK Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium Predicting customer churn in annual recurring revenue (ARR) for cloud services is no small feat. Whether it’s a question of poor data quality or missing data, different patterns across customer behavior, delivering an omnichannel experience, or data privacy and security, most […]
Tableau and CRM Analytics Whitepaper
WHITEPAPER Tableau and CRM Analytics: Choosing the Tool That’s Right for Your Organization and Use Case CRM Analytics and Tableau? CRM Analytics vs. Tableau? Many Salesforce customers still have questions when it comes to which tool (or combination of analytics tooling) is right for them. How do you know how to approach, or rethink, your […]
Whitepaper: Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin
WHITEPAPER Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin If you’re using Salesforce today, you already know its capabilities as a customer relationship management (CRM) platform. But with the launch of Salesforce Data Cloud and the evolution of its Customer Data Platform (CDP) to deeply integrate with both […]
7 Steps to Ensure Internal Adoption of a Modern BI Architecture
Creating a data-driven culture is essential for companies to stay competitive. By leveraging data to inform decision-making, companies can gain a significant advantage over their competitors by improving operational efficiency, and driving growth. However, building a data-driven culture is not a simple task, and requires a concerted effort from all levels of the organization. Even […]
How to Ensure Your Salesforce Managed Services Engagement is Successful
Implementation is only part of the journey with a successful Salesforce solution. For long-term, continuous innovation and success with the platform, a Salesforce managed services engagement guided by a vendor (aka partner) who understands your needs, scope, and goals each step of the way is essential. Ensure your Salesforce managed services engagement gets off to […]
Whitepaper: Driving Salesforce Financial Service Cloud Adoption at Banks
WHITEPAPER Driving Financial Services Cloud Adoption at Banks It’s no surprise that many banks are choosing Salesforce Financial Services Cloud (FSC). With tools that enable bespoke experiences for customers, automation that boosts productivity, AI-powered insights, and more, the platform is a natural fit for key decision makers. But what about end users? They’re the ones […]
Managing Strategic Change: Why Business Change Enablement Matters Now
Over the past few years, a trend has emerged: departments and practices formerly known as “organizational change management” have begun replacing that term with “business change enablement.” As a business change enablement practitioner, I’m frequently asked, Why this is? From the vantage point of designing change initiatives across organizations that vary by industry and size, […]
Change Enablement is a Top Priority for Your Team… Here’s Why
Every organization will, at some point, go through a transition of technology or process that will impact how the organization runs. Whether it’s implementing a new sales enablement tool, applying model insights to daily processes, or even tweaking the process of how tasks and activities are managed, these changes can have a significant impact on […]