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
How to Leverage the Snowflake to Salesforce CRM Analytics Direct Data Connection
Authors: Tyler Pollard, Buzz Wells With the introduction of Salesforce Genie at Dreamforce ‘22, Salesforce is giving its customers the capability to connect with data across various platforms in real-time, in one place. Not only will users be able to connect to customer data at scale, but they’ll be able to engage with it holistically, […]
Data Trends to Know: Salesforce Genie, Slack Updates, and the Current Economy
The big announcements and session content at this year’s Dreamforce did not disappoint. Announcements around data seemed to center around three common themes: Salesforce Genie, Slack, and the current economy. Going into more technical detail around each, we’ll ensure you’re better prepared for the changes and advancements to come. What’s next for Salesforce Genie The […]
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 […]
Your Dreamforce 2022 Recap: Salesforce Data Cloud, Slack Canvas, and Being Back in SF
For the first time since 2019, Dreamforce was back in its fullest action, live in San Francisco — as well as streamed to thousands of us virtually via Salesforce+ for free. Dubbed a “family reunion,” Salesforce’s biggest annual event brought together Trailblazers, customers, partners, and friends. With it, as many surprises as you’d expect from […]
How to Embed CRM Analytics Dashboards on Your Website
When we integrate analytics into business processes, we can connect multiple data sources, view or edit reports and dashboards, and toggle features for end users. We can also customize our actions based on customer interactions with dashboards and visualizations. This is known as embedded analytics. Companies are taking advantage of this and putting the dashboards […]
Using CRM Analytics Dashboards to Modernize Your Sales Metrics
I was chatting with my team recently and the topic of sales metrics came up and why CRM Analytics for sales is so important. We were discussing the most valuable metrics to track as indicators of sales performance and what we’ve seen most effectively done, both internally and across our dozens of Analytics customers. Some […]
How to Get the Most Out of Salesforce Event Monitoring
As your Salesforce application expands and matures, it’s common for administrators to experience growing pains. As the list of integrations, flows, and user types grows, it can be hard for Salesforce managers to identify problematic pages and other areas of improvement. One add-on that can provide a whole new dimension of system analytics is the […]
5 Big Takeaways from Tableau Conference 2022
For the first time in over two years, the Tableau #datafam was back together in person for Tableau Conference 2022 (aka TC22). The annual conference, traditionally held in the fall, shifted to spring for 2022. Here are my five biggest takeaways from the week in Las Vegas. Get Ready for more Tableau Cloud (formerly Tableau […]
Going Beyond Creating an Anonymous Leaderboard – Part 2
In the first part of this series, we discussed developing an anonymous leaderboard at the individual contributor level. We created a bar chart that caused the dashboard to show the user who was viewing the dashboard their information, and make everyone else in the leaderboard anonymous. If you haven’t read part 1, check it out […]