Challenges and Changes in the Mortgage Industry With Salesforce
As the Global Head of Mortgage & Lending at Salesforce, Geoff Green has seen the challenges and changes across the mortgage industry through COVID-19 firsthand. He spoke with Atrium CEO Chris Heineken about his path to mortgage and lending at Salesforce, the evolution of analytics and machine learning in the industry, Financial Services Cloud for […]
Emerging AI Use Cases in the Medical Device Field
As the market continues to react and recover from the COVID pandemic, we are already seeing AI use cases surface. In the months to come, there will be a variety of additional opportunities for medical device companies to improve their growth and margin in a highly competitive and evolving landscape — and to see measurable […]
An Inside Look at Sales Productivity With Nutanix
Businesses have a lot to consider when it comes to investments in sales productivity — particularly those that have invested in legacy IT. Dana Clark (Director, Sales Processes and Capabilities at Nutanix) spoke with our CEO Chris Heineken about business transformation in light of COVID-19, putting analytics and AI at the forefront of future sales […]
All Students Are Nontraditional Students Now… How Can AI Help?
It’s important to remember that the true value of higher education is not quantifiable. I remember in my four years at Ohio University, reading the words of the Northwest Ordinance on the Class Gateway: “Religion, morality, and knowledge, being necessary to good government and the happiness of mankind, schools and the means of education shall […]
Intelligent Experience Mixology: Cocktail Recipes for Every Occasion
I often joke that my wife and I have very heavy hobbies. Literally. In addition to us both being avid readers (aka book hoarders), I’ve spent the past decade building a full bar in our basement. In honor of our combined interests, we named our underground bar “The Imbibrary.” The difference between making a mediocre […]
A Timely Call for Systems of Intelligence and the Future of Salesforce Analytics
Our mindset around systems of intelligence has shifted with the times. Businesses have turned to Salesforce — and specifically CRM Analytics (formerly Tableau CRM) — to reap the benefits of predictive analytics and industry-specific use cases. Which industries are most aggressive in their approach toward analytics and AI transformation in light of Covid-19? What can […]
Reporting Tools Revisited: Why It’s Tableau and Einstein at the Top
Things have changed! As of October 6th, 2020, Einstein Analytics has been renamed Tableau CRM. At Tableau Conference-ish, this year’s virtual Tableau conference, it was announced that Einstein Analytics would be renamed and continue to provide the best analytics and AI experience in the Salesforce CRM workflow. Read the official press release from Tableau here. We […]
Using Tableau to Identify at-Risk Customers and Prevent Churn
In my last Tableau blog post, I discussed the advantages to using Tableau as a tool during machine learning model development, both for exploratory data analysis and for disseminating model results in an interpretable way to business consumers. Let’s take that one step further and look at a specific use case that is common for […]
How to Unlock Account Potential and Recognize Revenue
Account growth and retention is not a new focus, but the way we prioritize and achieve it has changed in recent months. According to American Banker, “Two-thirds (68%) of respondents to the latest Arizent survey of 450 executives say their companies experienced moderate to considerable challenges on customer acquisitions due to the impact of COVID-19. […]