Analytics in an Agentic World with Agentforce and Tableau Next
At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those […]
Accelerating Outcomes with Elevate: An Agile Approach to CRM Analytics Excellence
Sometimes, internal expertise, resource capacity, or time constraints limit an organization’s ability to deliver on its priority initiatives. To meet those needs, many organizations choose to work with a partner like Atrium to implement solutions like Salesforce and CRM Analytics (CRMA), unlocking the full potential of their data through flexibility, optimization, and innovative thinking. One […]
Level Up Your Tableau Visualizations: Inspiration from Iron Viz 2025
Tableau’s Iron Viz is more than just a competition, it’s also a way to learn and develop your Tableau skills. Every year, Tableau enthusiasts from around the globe submit their best attempts at Tableau dashboards to compete against the best of the best for a chance to win glory in the name of data visualizations. […]
Agentforce & Beyond: 5 Takeaways for Financial Services from Salesforce SKO FY ‘26
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 […]
Retain High-Value Clients with Advanced Analytics in Banking and Financial Services
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 […]
On-Demand Webinar | AI-Powered Efficiency: Implementing Agentforce in Your Business
On-Demand Webinar AI-Powered Efficiency: Implementing Agentforce in Your Business Discover how Agentforce can transform the way your team gets things done. In this webinar, experts from Salesforce and Atrium will show you how to leverage AI agents to significantly boost productivity and streamline workflows in sales and service. You’ll get a firsthand look at the […]
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: Get Ready for Tableau Einstein: Go Deep into the Features & Benefits
On-Demand Webinar Get Ready for Tableau Einstein: Go Deep into the Features & Benefits In most companies, people don’t want data — they want answers, and they want them delivered in the context of their work. Enter Tableau Einstein, giving data-driven teams what they need to dig deeper and providing outcomes for business users who […]