If you’re exploring ways to move faster in Salesforce without sacrificing quality, security, or control, you’ve probably heard a lot of bold claims about AI. Andi is different. This FAQ-style guide is designed to answer the real questions customers ask when evaluating Andi – from what it actually does, to how it fits into enterprise
Earlier this year, Atrium introduced Andi to the world, our first AI consultant. Andi is a purpose-built custom agent, focused specifically on accelerating Salesforce configuration. I’ve talked about Andi’s capabilities in previous blogs, and demoed Andi live in webinars (here is the latest), but I wanted to go deeper, and show a real-life scenario of
With the pivot from subscription to usage-based and product-led revenue models, businesses are finding new ways to align forecasts with actual customer usage. Salesforce’s new consumption forecasting solution in Sales Cloud (built on top of Data Cloud) was unveiled at Dreamforce; it’s now in pilot and will be generally available in February 2025. Salesforce Consumption
Salesforce customers generally choose the leading CRM platform because it streamlines their sales, marketing, and customer service processes with data analytics and insights. But to further enhance the capabilities of Salesforce (and specifically their Salesforce data), many Salesforce customers are also starting to leverage Snowflake Data Cloud as they move toward a more modern data
Should you have a separate Salesforce org for wealth management or should you integrate it into your financial institution’s overall Salesforce org? It’s a question many financial institutions find themselves asking. One thing is certain though: every financial institution requires a CRM, and Salesforce Financial Services Cloud stands out as the best choice. Designed specifically
2024 update: Get the latest on Dynamic Forms (and more) in my most recent blog: Salesforce Dynamic Pages: Enabling a More User-Centric Design Approach. — Designers, consultants, and developers are constantly faced with challenges of user adoption and change enablement. In order to ease and possibly eliminate these challenges, it is essential to practice user-centered
Wealth management professionals constantly battle against the clock to complete a multitude of tasks with laser-like accuracy, all while providing their clients exceptional service. With the rise of robo-advisors and the upcoming 50+ trillion dollar transfer of assets to a new generation, it’s crucial in this industry to make things as efficient and client-centric as
A lot has changed since Salesforce first released Financial Services Cloud (FSC) in 2015. At first it was primarily a standardized data model with a couple of lightning web components to help illustrate relationships and an advisor’s daily view. Salesforce has iterated on it in the years since and added a host of new functionality,
Housing Development Alliance, Inc. (HDA) is a nonprofit affordable housing developer located in East Kentucky. With fewer than 50 employees, their mission is to use the power of housing to transform lives and build a brighter future for their community. To date, they have helped roughly 3,000 low-income people in rural Southeastern Kentucky become homeowners,
Welcome to 2023! When I was a kid, I imagined what life would be like in the 21st century. Surely I would enjoy flying cars, space tourism, and a robot sibling who wouldn’t steal my Legos. I never imagined smartphones, wireless internet (or internet at all), or chatbots. But here we are. With the new