Beyond Bookings: Aligning Revenue, Usage, and Growth with Salesforce Consumption Forecasting
Webinar Beyond Bookings: Aligning Revenue, Usage, and Growth with Salesforce Consumption Forecasting Tuesday, February 25 | 2pm EST 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 […]
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 […]
On-Demand Webinar: Beyond the Buzz: Unlocking Real-World Value with AI
On-Demand Webinar Beyond the Buzz: Unlocking Real-World Value with AI The AI revolution is here, and it’s transforming how businesses operate. But with so much hype, it can be hard to know where to start. In this webinar, we’ll cut through the noise and provide a clear roadmap for leveraging AI to achieve your business […]
On-Demand Webinar | AI-Powered Efficiency: Implementing Agentforce in Your Business
On-Demand Webinar AI-Powered Efficiency: Implementing Agentforce in Your Business Discover how Agentforce can transform the way your team gets things done. In this webinar, experts from Salesforce and Atrium will show you how to leverage AI agents to significantly boost productivity and streamline workflows in sales and service. You’ll get a firsthand look at the […]
Salesforce Consumption Forecasting: What Your Revops Team Needs to Know
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 […]
How to Leverage AI for Customer Retention and Avoid Unnecessary Attrition
Customer churn is one of the most costly business challenges — and often one of the hardest to solve. Adding predictive and generative AI technologies can make an immediate impact on retention numbers. And, when implemented strategically, these tools have the potential to completely transform the way customer service and support teams operate. Researchers at […]
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 […]
Agentforce Retention Agent
Agentforce Retention Agent Atrium’s AI-Powered Solution to Reduce Customer Churn Retention Agent identifies at-risk customers and provides personalized recommendations to re-engage them. The agent will suggest tailored follow-ups, offers, or targeted engagement strategies to equip sales and service teams with what they need to proactively retain customers and prevent unnecessary churn. Humans + AI Agents […]
Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio complexities increase, advisors are stretched thin. Enter Agentforce, Salesforce’s generative AI solution, offering a powerful way to deliver personalized wealth management experiences at scale. Beyond robo-advisors: The Agentforce advantage In our previous exploration of Agentforce […]