Salesforce Consumption Forecasting: What Your Revops Team Needs to Know
With the pivot from subscription to usage-based and product-led revenue models, businesses are finding new ways to align forecasts with actual customer usage. Salesforce’s new consumption forecasting solution in Sales Cloud (built on top of Data Cloud) was unveiled at Dreamforce; it’s now in pilot and will be generally available in February 2025. Salesforce Consumption […]
How to Leverage AI for Customer Retention and Avoid Unnecessary Attrition
Customer churn is one of the most costly business challenges — and often one of the hardest to solve. Adding predictive and generative AI technologies can make an immediate impact on retention numbers. And, when implemented strategically, these tools have the potential to completely transform the way customer service and support teams operate. Researchers at […]
Agentforce in Action: A Real Example of Using Agents in Salesforce
Agentforce represents a major shift in Salesforce’s strategy and will likely radically change the way users interact with their CRM in the future. By enabling both assistive AI, which provides augmentative generative AI-fueled capabilities like summaries and sales emails, and autonomous AI, which enables an agent to take on automated actions without a person at […]
Agentforce Retention Agent
Agentforce Retention Agent Atrium’s AI-Powered Solution to Reduce Customer Churn Retention Agent identifies at-risk customers and provides personalized recommendations to re-engage them. The agent will suggest tailored follow-ups, offers, or targeted engagement strategies to equip sales and service teams with what they need to proactively retain customers and prevent unnecessary churn. Humans + AI Agents […]
Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio complexities increase, advisors are stretched thin. Enter Agentforce, Salesforce’s generative AI solution, offering a powerful way to deliver personalized wealth management experiences at scale. Beyond robo-advisors: The Agentforce advantage In our previous exploration of Agentforce […]
Agentforce for Banking: Redefining Customer Engagement in the Age of AI
In today’s world of instant gratification, customer expectations are soaring. People demand instant, personalized service, available around the clock. Imagine this: your customers raving about your bank, not just for your friendly staff (who are undoubtedly fantastic!), but for the sheer speed and ease with which they can get support, find answers, and resolve issues […]
Designing Effective AI Agents for Maximum ROI
The rise of Large Language Models (LLMs) — and the scramble by every large technology company from Microsoft to Google to Salesforce trying to keep pace with OpenAI — presents an influx of powerful and transformational tooling for companies. Experts believe it will be the most significant change since the internet. The ability to leverage […]
On-Demand Webinar: Supercharge Your CRM: Tableau Pulse + Salesforce Data Cloud for Predictive Insights
On-Demand Webinar Supercharge Your CRM: Tableau Pulse + Salesforce Data Cloud for Predictive Insights In today’s AI-enabled world, a 360 view of your customer is no longer enough — you need the power to anticipate their next move. Tune in to hear from Atrium experts who will show you how to augment your Salesforce CRM […]
On-Demand Webinar: Getting Started with Agentforce: From Core Capabilities to Custom Actions
On-Demand Webinar Getting Started with Agentforce: From Core Capabilities to Custom Actions Ready to transform the way your organization engages with Salesforce? With the release of Agentforce, we’re moving away from the point-and-click CRM interface to a more intelligent, streamlined chat-based experience. Join us for an in-depth webinar exploring the core capabilities of Agentforce and […]