Is Your Bank (Really) Their Primary Financial Institution?
In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential. Competitors who use data to identify their clients’ primary financial institutions are gaining an edge over banks with a limited understanding of their most valuable customers. The concept of a “primary client” is essential for driving customer […]
Always Be Closing With These 7 Tableau Sales Dashboards
It’s important for sales teams to be able to track a variety of metrics, from pipeline to closed deals and beyond. How can you best use Tableau to not only track those metrics but make them actionable — and make your team stronger as a result? Here are 7 Tableau sales dashboards that will help […]
Demo: Connect Amazon SageMaker and Salesforce Data Cloud
Demo Connect Amazon SageMaker and Salesforce Data Cloud Get a firsthand look at Einstein Studio with AWS SageMaker and see how it allows you to leverage data within Data Cloud to train a model and ultimately score live data back within Data Cloud. As the engagement platform of choice for many sales, marketing, and customer […]
Demo: Analyzing Pipeline Changes with Revenue Intelligence
Demo Analyzing Pipeline Changes with Revenue Intelligence With this Revenue Intelligence solution enhancement from Atrium, see monthly pipeline movement, hold your sales team accountable for deal cycles, drill down into persona agnostic opportunity details, and much more.
Use the Power of Tableau Prep to Automate Data Transformation
Manual data manipulation in Excel is common. However, collecting data from disparate sources and cleaning, filtering, sorting, pivoting, and doing calculations manually not only takes lots of time but also makes mistakes more likely. Tableau Prep can not only complete all of the most common data manipulation steps but it also adds capabilities like Joins […]
Time to Break Up with Your Point Solutions?
Time to Break Up with Your Point Solutions? Wednesday, February 14, 2024 The Valentine’s season, make the switch to a solution that won’t break your heart: Salesforce UE+! Learn more about the super SKU and how this offering changes the game for enabling CRM + data + AI here.
Whitepaper: The Future of Data in Banking: Getting Ahead with Advanced Analytics
WHITEPAPER The Future of Data in Banking: Getting Ahead with Advanced Analytics Data has emerged as a central pillar of modern banking operations. With the shift toward digital-forward customer preferences, the volume and variety of data that is generated has surged — creating complex challenges and opportunities for banks to get ahead of traditional peer […]
Is Your Organization Ready to Take Full Advantage of Salesforce Einstein 1?
If you’re anything like us, you’re running — not walking — to sign up for Salesforce Einstein 1 (formerly Salesforce UE+). First announced at Dreamforce 2023 and made available in December ‘23, this new super SKU has everything you need to take your data, AI, and CRM strategy to the next level. What’s included with […]
On-Demand Webinar: Unlocking Data Potential – How to Get Actionable Insights with Tableau Pulse
On-Demand Webinar Unlocking Data Potential: How to Get Actionable Insights with Tableau Pulse Powered by Tableau AI and built on Einstein Trust Layer, Tableau Pulse enables you to democratize your data and build the metrics you need with automated, intuitive data analysis. By surfacing the right insights, Pulse can help you increase time to value […]