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 […]
7 Steps to Ensure Internal Adoption of a Modern BI Architecture
Creating a data-driven culture is essential for companies to stay competitive. By leveraging data to inform decision-making, companies can gain a significant advantage over their competitors by improving operational efficiency, and driving growth. However, building a data-driven culture is not a simple task, and requires a concerted effort from all levels of the organization. Even […]
CRM Analytics Recipes: Data Connections vs. Direct Data
If you’ve worked with data recipes in CRM Analytics, you’re no doubt very familiar with the process of inputting data from Salesforce into CRM Analytics. First, the process begins with adding your data connections on the “Connections” tab of the Data Manager. Here, you’ll add the objects, fields, and filters for the Salesforce objects you […]
A Guide to Evaluating Financial Services Cloud if You Already Have Salesforce
A lot has changed since Salesforce first released Financial Services Cloud (FSC) in 2015. At first it was primarily a standardized data model with a couple of lightning web components to help illustrate relationships and an advisor’s daily view. Salesforce has iterated on it in the years since and added a host of new functionality, […]
Introducing AnalyticsKatas: Challenges to Help You Skill up in CRM Analytics
In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles… Enter AnalyticsKata. What is a Kata? A kata is […]
How HDA Quickly Supported Flood Victims With Improved Salesforce Infrastructure
Housing Development Alliance, Inc. (HDA) is a nonprofit affordable housing developer located in East Kentucky. With fewer than 50 employees, their mission is to use the power of housing to transform lives and build a brighter future for their community. To date, they have helped roughly 3,000 low-income people in rural Southeastern Kentucky become homeowners, […]
Kendall Mercado Announced as Media Industry Lead, Solidifying Atrium’s Growing Media Practice
Atrium bolsters a growing CMT footprint with the appointment of a new Media Industry Lead Indianapolis, January 18, 2022 – At the forefront of consulting services and solutions built on the Salesforce platform, Atrium has a known presence and stake in the ecosystem that has grown exponentially since its founding five years ago. With proven […]
On-Demand Webinar: Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics
On-Demand Webinar Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics Learn how the unique relationship between Salesforce Data Cloud, Snowflake, and CRM Analytics is creating new ways for financial services firms to realize the value of customer data. Watch and learn as industry leaders showcase the different […]
Depth is Our Story: Christopher Dean on Communications and Media Innovation at Salesforce
Is CDP the new CRM? Christopher Dean (GM, Senior Vice President, Communications and Media, Salesforce Industries at Salesforce) discusses the evolution of data unification, including CRM as the canonical record of data and CDP as the action engine on top of it. In conversation, he details combining core Salesforce capabilities with communications and media industry-specific […]