A Beginner’s Guide to CRM Analytics for Financial Services

In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential? CRM Analytics (CRMA) can be your key to unlocking hidden insights, driving personalized client experiences, and making informed decisions that fuel growth. CRMA is a dynamic visualization tool that not only provides consistent insights across […]
On-Demand Webinar: Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics

On-Demand Webinar Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics Watch our on-demand webinar to learn about the latest trends and best practices in financial services data analytics and explore Salesforce CRM Analytics (CRMA), the powerful tool designed to transform how today’s market leaders leverage data for growth and success. Get […]
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. […]
Whitepaper: The Revops Revolution: Elevating Sales Forecasting from Art to Science

WHITEPAPER The Revops Revolution: Elevating Sales Forecasting from Art to Science How much trust do you have in your current sales forecasts? If you feel less than confident, you’re not alone. According to Gartner, only 45% of sales leaders and sellers have high confidence in their forecasting accuracy. When it comes to forecasting, tapping into […]
Demo: Analyzing Pipeline Changes with Revenue Intelligence

Demo Analyzing Pipeline Changes with Revenue Intelligence With this Revenue Intelligence solution enhancement from Atrium, see monthly pipeline movement, hold your sales team accountable for deal cycles, drill down into persona agnostic opportunity details, and much more.
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 […]
AnalyticsKata: Converting a Dashboard to Light or Dark Mode
If you’re no stranger to the internet, you likely know that many websites include the option to view pages in both light and dark mode. Light mode is generally a white or light-colored background with darker font, while dark mode is the opposite. Did you know that within CRM Analytics, you can create toggles that […]
Ahead of the Curve: Data Analytics Maturity Model Guidance
After having a front row seat to hundreds of Atrium projects over the last five years that typically focused on the intersection of data, analytics, and CRM strategy, I started to see a trend emerging among our most successful customers. Those that understood the relative maturity of their data as well as the tooling they […]