A New Era of Contract Execution with Revenue Cloud Advanced + Agentforce

For many organizations, the contract process is still a very cumbersome set of activities. Sales closes a deal, and then the real work — and risk — begins: provisioning customers (users), managing entitlements, fulfilling terms, and hoping nothing falls through the cracks. If your business depends on complex agreements, recurring revenue, or multi-product packaging, these […]
Demo: Tableau Next Featuring Concierge
Unlock the full potential of your sales team with Atrium’s Prospecting Agent, powered by Agentforce.
A New Standard in Borrower Experience: Salesforce Digital Lending + Agentforce

I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore, even if it’s one you really like. The second child sealed the deal. Two car seats, bigger stroller, snacks — the logistics had outgrown our compact SUV. So, off to the dealership we went. The […]
Webinar: Andi Evolves: New Capabilities & Updates for Atrium’s AI Consultant

Webinar Andi Evolves: New Capabilities & Updates for Atrium’s AI Consultant Thank you for your interest in our recent webinar! The live date for this event has passed, and due to the proprietary nature of the content shared, we are unable to offer it on-demand. However, you can request a private follow-up demo or consultation […]
AI Innovation and Impact: Q2 Review of Our Journey Toward $1 Billion in Outcomes

2025 is zipping by, and for AI, a few months can be a lifetime of innovation. With the second quarter of 2025 coming to an end, it’s time to take another look at Atrium’s one billion dollar goal. You can check out our interactive $1 Billion Outcomes Dashboard below. We’re tracking our journey to inventory […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud

A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025

When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]
Analytics in an Agentic World with Agentforce and Tableau Next

At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those […]