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. […]
Multiple Toggle Selection Binding: Tips and Tricks You Should Know
Widgets are one of the main components of a dashboard. In Einstein Analytics, the toggle widget gives us the ability to make a dashboard view multi-select. When this requirement came my way in a recent implementation project, I was fascinated. In this blog post, I will explain how you can use this feature in your […]
Why Add Intelligent Decisions to Your Customer Community?
Today, almost every company has a customer community of some type. For some, it’s not much more than a help desk where you submit tickets. Others might go a step further and allow you to place orders. The questions to think about are: Does your customer community help drive your business? Does your customer community […]
Integrating Custom Models with Salesforce Machine Learning
Machine learning problems can be divided broadly into two sections: Supervised. With supervised learning, we know what we want to predict. Specifically, we know what the target variable is. Unsupervised. With unsupervised learning, we don’t know what we want to predict. Specifically, we are working with raw data and do not have a specific target […]