Retain High-Value Clients with Advanced Analytics in Banking and Financial Services
Financial services organizations are naturally data-rich. Whether you’re a bank, credit union, wealth management firm, or asset management company, you have access to a wealth of information. But too often, that data is scattered across different systems and departments, like pieces of a jigsaw puzzle. You know the big picture is important, but putting all […]
On-Demand Webinar: Beyond Bookings: Aligning Revenue, Usage, and Growth with Salesforce Consumption Forecasting
On-Demand Webinar Beyond Bookings: Aligning Revenue, Usage, and Growth with Salesforce Consumption Forecasting Salesforce Consumption Forecasting is here — curious what it can do for your revenue operations? Join experts from Atrium and Salesforce to hear first-hand what’s possible with this powerful new Sales Cloud tool, and learn how you can begin to transform the […]
7 Takeaways from Dreamforce 2024: Agentforce, Tableau Einstein, and More
Dreamforce 2024 ushered in a new era of AI, where the emphasis was on pushing beyond predictive and generative models into the world of assistive and autonomous agents. From the highly anticipated launches of Agentforce and Tableau Einstein, to deeper integrations between AI and data, here are our top takeaways from the event. 1. Agentforce […]
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 […]
Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI
Demo Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI Client churn is an important metric for businesses to track, regardless of industry or company size. But how can you take action intelligently and effectively to make an impact and retain your clients? In this demo, we’ll show you how to leverage your data […]
On-Demand Webinar: Salesforce + Snowflake: Unlocking the Power of Data and AI with Zero Copy Capabilities
On-Demand Webinar Salesforce + Snowflake: Unlocking the Power of Data and AI with Zero Copy Capabilities What does Salesforce and Snowflake’s Zero Copy/ETL data-sharing partnership mean for you? Join us to learn how this industry-defining approach will give you more control to securely manage your data and build richer customer 360 experiences in Salesforce Data […]
Einstein Copilot in Action: How to Enhance Salesforce with Generative AI
In February 2024, Salesforce introduced Einstein Copilot, a powerful Generative AI tool designed to transform the way you work in Salesforce, saving you valuable time and boosting your productivity. But how do you harness this potential? In this post, I’ll break down how Einstein Copilot works, and guide you through the process of creating your […]
Whitepaper: The Revops Revolution: Elevating Sales Forecasting from Art to Science
WHITEPAPER The Revops Revolution: Elevating Sales Forecasting from Art to Science How much trust do you have in your current sales forecasts? If you feel less than confident, you’re not alone. According to Gartner, only 45% of sales leaders and sellers have high confidence in their forecasting accuracy. When it comes to forecasting, tapping into […]