9 Powerful Analytics Applications and Dashboards for Insurance
Data-driven decision-making is more important than ever in insurance. Carriers, brokers, and agencies rely on data to build relationships, deliver personalized experiences, and drive important business outcomes like policy retention and growth. But how can you make more effective use of your data? The right analytics applications certainly help, and with tools like Tableau and […]
The Tableau Sessions and Events You Can’t Miss at Dreamforce 2024
One of the best things about Dreamforce is the variety and depth of sessions and events dedicated to Tableau. One of the worst things? Figuring out which ones to attend. There are only so many hours in a day! Even during Dreamforce 2024. As a team of Tableau experts ourselves, we know how important it […]
Demo: Revenue Intelligence Revenue Insights
Demo Revenue Intelligence Revenue Insights With this demo, learn how the Salesforce Revenue Insights feature in Revenue Intelligence helps you understand whether you’re on track to hit quota, analyze your sales team’s performance, see which opportunities require your attention, and take immediate action. Want to learn more? Watch our full webinar on demand: The Future […]
Demo: Revenue Intelligence Einstein Account Management
Demo Revenue Intelligence Einstein Account Management With this demo, learn how Einstein Account Management in Revenue Intelligence provides you with insight into account health and accounts with upside to help you identify potential cross sell and upsell opportunities. Want to learn more? Watch our full webinar on demand: The Future of Forecasting: Intelligent Selling with […]
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: The Future of Forecasting: Intelligent Selling with Salesforce CRM Analytics
On-Demand Webinar The Future of Forecasting: Intelligent Selling with Salesforce Revenue Intelligence Join us for an in-depth exploration of the future of forecasting and intelligent selling. We’ll dive into the power of Revenue Intelligence to transform your sales process. You’ll see how embedded actions and analytics within your Salesforce workflows can empower your team to […]
Demo: Revenue Intelligence Forecast Insights
Demo Revenue Intelligence Forecast Insights With this Salesforce Revenue Intelligence demo, learn how the Forecast Insights feature helps you easily understand your current forecast, evaluate the performance of your sales team members, and review key deals so you can take action. Want to learn more? This is a clip from our full webinar Accelerate Your […]
On-Demand Webinar | Accelerate Your Revenue Intelligence Journey
On-Demand Webinar Accelerate Your Revenue Intelligence Journey Everything You Need to Get Set for Success with Revenue Intelligence In the ever-evolving technology landscape, revenue operations is at the forefront. Organizations are looking to streamline operations to gain deeper insights, and it begins by incorporating Revenue Intelligence. Success takes the orchestration of a cross-functional team assessing […]