Tableau Takeaways from a Recent Salesforce Data Cloud Partner Workshop
I attended the Salesforce Data Cloud Partner Workshop in Washington, D.C. at the end of May and gained more context for how businesses can take advantage of the power of Data Cloud and important requirements for successful implementations. Here are some of my key takeaways and thoughts coming away from the two-day workshop. Salesforce Data […]
On-Demand Webinar: Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech
On-Demand Webinar Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech Learn the true value of Revenue Intelligence from experts at the forefront of medtech innovation and revenue excellence. Find out where the real dollars are in your pipeline, where bookings are coming from, how to inform executives where the organization is going […]
Salesforce Dynamic Forms: Beyond Drag-and-Drop Design
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 […]
Latané Conant on the Potential of Generative AI
Einstein GPT, Tableau GPT, ChatGPT… Generative AI has emerged in the market with incredible buzz. But what are the real use cases and tactical approaches companies can take advantage of and employ right now? How can they plan for an increasingly AI-supercharged future? Latané Conant, Chief Market Officer at 6sense, discusses the real-world power of […]
AnalyticsKata: CRM Analytics Tooltips
One of the great things about CRM Analytics dashboards is the ability to create dynamic dashboards that are not only nice to look at, but that also allow you to provide all the information and detail you need to make informed decisions. One great way to do this is to add dynamic tooltips to your […]
On-Demand Webinar: Salesforce Data Cloud for Media Publishers: Integration Updates to Salesforce Data Cloud, Tableau, and CRM Analytics
On-Demand WebiNar Salesforce Data Cloud for Media Publishers: Integration Updates to Salesforce Data Cloud, Tableau, and CRM Analytics The combination of Salesforce Data Cloud, Tableau, and CRM Analytics is creating new ways for media companies to unlock the potential of customer data. Join us as industry leaders showcase the different real-time data integration options and […]
Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium
EBOOK Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium Predicting customer churn in annual recurring revenue (ARR) for cloud services is no small feat. Whether it’s a question of poor data quality or missing data, different patterns across customer behavior, delivering an omnichannel experience, or data privacy and security, most […]
7 Ways Salesforce DPA Streamlines Wealth Management
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 […]
Salesforce Powers the Intelligent, Autonomous Enterprise by Connecting Einstein GPT and Data Cloud to Flow
Originally published by Salesforce. Read their announcement. With generative AI, real-time data, and capabilities in Flow, customers can use natural language to create intelligent, automated workflows that use real-time signals — such as changes in customer behavior or market conditions — to trigger actions Customers like Sunnova are using automation to build personalized experiences for […]