The Silent Killer of CRM Success: How to Stop Duplicate Data in Its Tracks
There’s a unique, painful sound every Salesforce admin knows: the groan of frustration when someone pulls a report and realizes half the accounts are duplicates. Suddenly, nothing makes sense. Sales teams are confused. Customers get duplicate outreach. Leadership starts by questioning every dashboard. You know what’s happening. The sneaky, silent villain of CRM success has […]
Level Up Your Tableau Visualizations: Inspiration from Iron Viz 2025
Tableau’s Iron Viz is more than just a competition, it’s also a way to learn and develop your Tableau skills. Every year, Tableau enthusiasts from around the globe submit their best attempts at Tableau dashboards to compete against the best of the best for a chance to win glory in the name of data visualizations. […]
Introducing Andi: Transforming Salesforce Implementation Through Advanced AI
Several years ago, we established an ambitious objective at Atrium: deliver one billion dollars in measurable impact for our customers by integrating advanced AI paradigms directly into their business operations. At the time, this goal seemed bold, perhaps even overly ambitious for a firm of our size. However, as we tracked our outcomes, this bold […]
Get Started with AI: Don’t Wait for Perfect, Iterate to Success (Like Tony Stark!)
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room, by the way, is a shrine to all things superhero — thanks, targeted advertising!) and I were watching a video the other day about Iron Man, and it struck me: Tony didn’t build his suit […]
Customer Data Strategy Isn’t a Technology Issue, It’s a Business Issue
As businesses diversify the systems they use to get work done, “data strategy” is a phrase thrown around a lot in the consulting industry. But what does it mean in today’s business context? While specialized technology exists to accomplish specific tasks, data strategy concepts encourage a systematic approach to building and maintaining data storage standards […]
Agentforce in Action: A Real Example of Using Agents in Salesforce
Agentforce represents a major shift in Salesforce’s strategy and will likely radically change the way users interact with their CRM in the future. By enabling both assistive AI, which provides augmentative generative AI-fueled capabilities like summaries and sales emails, and autonomous AI, which enables an agent to take on automated actions without a person at […]
4 Top Takeaways From the dbt Labs Coalesce Conference 2024
dbt Labs deeply cares about its community, and I felt that at this year’s Coalesce Conference. It’s clear in how they recognize community members, continue to invest in dbt core, and host a delightful event. There was a diverse mix of geographies, roles, and backgrounds represented, all with a shared interest in dbt and how […]
Designing Effective AI Agents for Maximum ROI
The rise of Large Language Models (LLMs) — and the scramble by every large technology company from Microsoft to Google to Salesforce trying to keep pace with OpenAI — presents an influx of powerful and transformational tooling for companies. Experts believe it will be the most significant change since the internet. The ability to leverage […]