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Leverage CRM Analytics Parameters to Filter Tableau Views

Leverage CRM Analytics Parameters to Filter Tableau Views

Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards or views to Salesforce CRM Analytics (CRMA) for use in a component object. Publishing to Salesforce made it very helpful for consumers of CRMA and Tableau to be able to access analytics in one place. […]

Einstein Copilot in Action: How to Enhance Salesforce with Generative AI

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

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 […]

New Salesforce Financial Services Cloud Offerings from Atrium Drive Increased Business Growth and Retention

FSC Offerings Press Release

Atrium’s Customized FSC Offerings Empower Firms to Deliver Enhanced Customer Experience, Operational Efficiency, and Market Expansion Indianapolis, April 2, 2024 – Atrium has spent years harnessing data to drive action for leading businesses in the financial services industry. In launching new Salesforce Financial Services Cloud (FSC) offerings, they will enable bankers, relationship managers, and advisors […]

Atrium’s Salesforce Data Cloud Offerings Help Businesses Activate and Monetize Their Data

Data Cloud Offerings Press Release

Refreshed Data Cloud Offerings Help Salesforce Customers Achieve Business Outcomes with Their Data and AI Indianapolis, April 2, 2024 – Having delivered strategy and solutions at the intersection of CRM, data, and AI since being founded in 2018, Atrium has reached the next frontier in data-driven customer outcomes with comprehensive Salesforce Data Cloud offerings. These […]

On-Demand Webinar: Salesforce Einstein Copilot: Unlocking Efficiency with Generative AI

Salesforce Einstein Copilot

On-Demand Webinar Salesforce Einstein Copilot: Unlocking Efficiency with Generative AI Everyone’s talking about generative AI, but how can we truly leverage it to unlock positive business outcomes? To answer that question, we’re bringing together two AI experts who will discuss how Salesforce is embedding GenAI experiences into the CRM with Einstein Copilot. Join us to […]

Getting Started with Salesforce Einstein Copilot and Prompt Studio

Getting Started with Salesforce Einstein Copilot and Prompt Studio Featured Image

Everywhere you look, Generative AI models are the talk of the town. Companies are increasingly focused on finding ways to drive higher operational efficiency through automation, software improvements through increased functionality, or better, more personalized experiences for their customers. At the end of February 2024, Salesforce released a bevy of new Generative AI-based tools intended […]

Is Your Bank (Really) Their Primary Financial Institution?

In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential. Competitors who use data to identify their clients’ primary financial institutions are gaining an edge over banks with a limited understanding of their most valuable customers.  The concept of a “primary client” is essential for driving customer […]

Always Be Closing With These 7 Tableau Sales Dashboards

Always Be Closing 7 Tableau Sales Dashboards

It’s important for sales teams to be able to track a variety of metrics, from pipeline to closed deals and beyond. How can you best use Tableau to not only track those metrics but make them actionable — and make your team stronger as a result? Here are 7 Tableau sales dashboards that will help […]