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 […]
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 […]
Data and AI in Banking and Wealth Management: Top 4 Takeaways of 2024
As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through the financial services industry. From the rise of generative and autonomous AI to the ongoing quest for deeper customer relationships, this year has been a dynamic one. In this final blog post of 2024, I […]
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 […]
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 […]
Salesforce CRM Analytics + Data Cloud: A Powerful Combination for Customer Insights
To stay competitive, organizations today need more than basic data management — they need actionable insights. Together, Salesforce Data Cloud and CRM Analytics provide an integrated solution that brings customer data to life. This powerful combination allows you to unify and harmonize your customer data from disparate sources and surface those insights within the flow […]
Migrating to Snowflake from Azure SQL: 5 Keys to Success
With the explosion in data and analytics demand, organizations are reaching the limits of their existing data platforms. Even cloud-based platforms like Azure SQL, while an improvement over on-premises technologies, are unable to provide the scalability, performance, and elasticity needed to enable a modern analytics capability. To meet this challenge, data leaders are migrating to […]
How Tableau Pulse Can Help You Cultivate and Democratize Data Insights
Tableau Pulse was introduced at Tableau Conference in the spring and again at Dreamforce in the fall of 2023. It has gained considerable buzz in the months since, to say the least, with a public launch slated for spring 2024. You may be here because you’re wondering, for starters, what exactly is Pulse? How can […]