Atrium is dedicated to delivering tangible business benefits for our customers. You’ve probably already seen our 1 Billion Dollar Outcomes Dashboard, which we’re using to track our journey to inventory 1 billion dollars in projected customer ROI by the end of the year. This achievement highlights our commitment to driving AI-based value creation across a
Traditionally, most marketers have not had access to the resources or technology to create the granular segments they need to fully execute their marketing vision. With Agentforce and the latest Salesforce Marketing Cloud features — powered by Salesforce Data Cloud — the impossible finally seems possible for marketing teams large and small. Does this sound
Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection, with so many familiar faces — partners, clients, and Salesforce folks — all energized for the new fiscal year. The conversations were buzzing, the energy was high, and the happy hour Atrium hosted was a
Financial services organizations are naturally data-rich. Whether you’re a bank, credit union, wealth management firm, or asset management company, you have access to a wealth of information. But too often, that data is scattered across different systems and departments, like pieces of a jigsaw puzzle. You know the big picture is important, but putting all
Dreamforce 2024 ushered in a new era of AI, where the emphasis was on pushing beyond predictive and generative models into the world of assistive and autonomous agents. From the highly anticipated launches of Agentforce and Tableau Einstein, to deeper integrations between AI and data, here are our top takeaways from the event. 1. Agentforce
To stay competitive, organizations today need more than basic data management — they need actionable insights. Together, Salesforce Data Cloud and CRM Analytics provide an integrated solution that brings customer data to life. This powerful combination allows you to unify and harmonize your customer data from disparate sources and surface those insights within the flow
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 own
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
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
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