On-Demand Webinar: Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics
On-Demand Webinar Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics Watch our on-demand webinar to learn about the latest trends and best practices in financial services data analytics and explore Salesforce CRM Analytics (CRMA), the powerful tool designed to transform how today’s market leaders leverage data for growth and success. Get […]
Leverage CRM Analytics Parameters to Filter Tableau Views
Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards or views to Salesforce CRM Analytics (CRMA) for use in a component object. Publishing to Salesforce made it very helpful for consumers of CRMA and Tableau to be able to access analytics in one place. […]
On-Demand Webinar: Salesforce + Snowflake: Unlocking the Power of Data and AI with Zero Copy Capabilities
On-Demand Webinar Salesforce + Snowflake: Unlocking the Power of Data and AI with Zero Copy Capabilities What does Salesforce and Snowflake’s Zero Copy/ETL data-sharing partnership mean for you? Join us to learn how this industry-defining approach will give you more control to securely manage your data and build richer customer 360 experiences in Salesforce Data […]
Einstein Copilot in Action: How to Enhance Salesforce with Generative AI
In February 2024, Salesforce introduced Einstein Copilot, a powerful Generative AI tool designed to transform the way you work in Salesforce, saving you valuable time and boosting your productivity. But how do you harness this potential? In this post, I’ll break down how Einstein Copilot works, and guide you through the process of creating your […]
Whitepaper: The Revops Revolution: Elevating Sales Forecasting from Art to Science
WHITEPAPER The Revops Revolution: Elevating Sales Forecasting from Art to Science How much trust do you have in your current sales forecasts? If you feel less than confident, you’re not alone. According to Gartner, only 45% of sales leaders and sellers have high confidence in their forecasting accuracy. When it comes to forecasting, tapping into […]
New Salesforce Financial Services Cloud Offerings from Atrium Drive Increased Business Growth and Retention
Atrium’s Customized FSC Offerings Empower Firms to Deliver Enhanced Customer Experience, Operational Efficiency, and Market Expansion Indianapolis, April 2, 2024 – Atrium has spent years harnessing data to drive action for leading businesses in the financial services industry. In launching new Salesforce Financial Services Cloud (FSC) offerings, they will enable bankers, relationship managers, and advisors […]
Atrium’s Salesforce Data Cloud Offerings Help Businesses Activate and Monetize Their Data
Refreshed Data Cloud Offerings Help Salesforce Customers Achieve Business Outcomes with Their Data and AI Indianapolis, April 2, 2024 – Having delivered strategy and solutions at the intersection of CRM, data, and AI since being founded in 2018, Atrium has reached the next frontier in data-driven customer outcomes with comprehensive Salesforce Data Cloud offerings. These […]
On-Demand Webinar: Salesforce Einstein Copilot: Unlocking Efficiency with Generative AI
On-Demand Webinar Salesforce Einstein Copilot: Unlocking Efficiency with Generative AI Everyone’s talking about generative AI, but how can we truly leverage it to unlock positive business outcomes? To answer that question, we’re bringing together two AI experts who will discuss how Salesforce is embedding GenAI experiences into the CRM with Einstein Copilot. Join us to […]
Getting Started with Salesforce Einstein Copilot and Prompt Studio
Everywhere you look, Generative AI models are the talk of the town. Companies are increasingly focused on finding ways to drive higher operational efficiency through automation, software improvements through increased functionality, or better, more personalized experiences for their customers. At the end of February 2024, Salesforce released a bevy of new Generative AI-based tools intended […]