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 […]
Tableau and CRM Analytics Whitepaper
WHITEPAPER Tableau and CRM Analytics: Choosing the Tool That’s Right for Your Organization and Use Case CRM Analytics and Tableau? CRM Analytics vs. Tableau? Many Salesforce customers still have questions when it comes to which tool (or combination of analytics tooling) is right for them. How do you know how to approach, or rethink, your […]
Whitepaper: Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin
WHITEPAPER Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin If you’re using Salesforce today, you already know its capabilities as a customer relationship management (CRM) platform. But with the launch of Salesforce Data Cloud and the evolution of its Customer Data Platform (CDP) to deeply integrate with both […]
Inside the Salesforce Data Cloud Spring 2023 Release and New Starter Pack
Contributors: Braden Larmon, Rick Arnett, and Patrick Scherder Salesforce Data Cloud is an evolution of Salesforce CDP that more completely connects Salesforce and third-party data. This will enable a true 360-degree view of the customer and personalized engagement at scale — essentially helping you get more out of customer data across multiple Salesforce orgs without […]
AnalyticsKata: How to Create a MadLibs Game in CRM Analytics
My favorite way to learn CRM Analytics is by building solutions that do not resemble dashboards. At Atrium, we have used these “CreativeKatas” (aka AnalyticsKatas — get to know more with our first one introducing AnalyticsKatas) to encourage our team to push the platform beyond the traditional dashboard implementation. Today, I will walk you through […]