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 […]
AnalyticsKata: Dynamically Display Sales Rep Performance Using Only Text
Sometimes the best way to display data isn’t a bar chart, or a table. Instead, you might want to create dynamic and data-powered views using just text. That’s what we’ll be doing for this week’s AnalyticsKata, where we’ll display sales performance using nothing but text! (New to the idea of an AnalyticsKata? Refer back to […]
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 […]
On-Demand Webinar: CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses
On-Demand Webinar CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses The combination of AI and CRM has the power to provide today’s tech businesses with the actionable insights and harmonized data they need to succeed. But with so many new advancements, how are you keeping up with the […]
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 […]