How to Create an Anonymous Leaderboard in Tableau CRM – Part 1
One of the most common questions I get asked when designing dashboards is, “How can I include a leaderboard in Tableau CRM so my sales reps can see how they rank among their peers?” My response is always, “That’s easy! All you need to do is create a bar chart.” The customer almost always comes […]
Tableau Conference 2021 is Over — Here’s What You Need to Know
What are some of the themes you saw come out of TC21 this year? The umbrella term to encompass it all is the Tableau Economy, which consists of customers, individuals, Tableau partners like Atrium, and technology. That might sound dry on the surface, but it’s these core ingredients that make it exciting: The #DataFam — […]
Your New Digital HQ: Slack Features for Salesforce Users to Get Excited About
Salesforce sent shockwaves around the business world when it acquired Slack at the beginning of the year. While it was huge news, it certainly wasn’t surprising. After all, Salesforce is the world’s leading CRM platform, so teaming up with one of the most intuitive workplace communication platforms just makes sense. It’s sort of like what […]
How to Analyze Your Business’ Existing Application to Determine Its Readiness for AI
Getting started with an effective customer retention strategy isn’t as easy as one would hope. As we tackle the concepts that make for an effective customer retention strategy, we revisit our data-driven approach and Atrium’s method of determining your readiness to adopt intelligent solutions in aiding customer retention. Atrium uses a readiness assessment that can […]
Overview of FFLib Fundamentals
Authored by: Doug Surfleet, Nathan Bruhn, Cory Rehs, Keely Weisbeck, and Jason Halpern FFLib as a framework for Enterprise Design Patterns When we work with clients, one of the topics which comes up most frequently surrounds the supportability and scalability of their Salesforce implementation. It is common that they started out with the best of […]
On-Demand Webinar: Amplify Your Customer Experience With the Right Data Infrastructure
On-Demand Webinar Amplify Your Customer Experience With the Right Data Infrastructure Not all of your relevant customer data lives in your CRM. Watch and learn best practices for leveraging third-party data sources such as Tableau and Snowflake on the Salesforce platform to turbocharge your customer experience. Watch On Demand
On-Demand Webinar: Houston, We Have A RevOps Problem
On-Demand Webinar Houston, We Have a Revops Problem What You’ll Learn: In this demo, you’ll learn how companies are accelerating their performance related to revenue operations by combining the capabilities of Salesforce, Tableau and Slack to improve their overall visibility into their business and their revenue operations. Here’s how we can help: • Upgrade your […]
On-Demand Webinar: The Future of Enterprise Productivity: Tableau-Slack Integration
On-Demand Webinar The Future of Enterprise Productivity: Tableau-Slack Integration At Atrium we are really excited about Slack coming together with the Salesforce platform, and in particular what that means for analytics. This combination will allow you to quickly extend your action on analytics at the moment of truth with Tableau notifications in Slack. Insights anywhere, […]