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 […]
7 Takeaways from Dreamforce 2024: Agentforce, Tableau Einstein, and More
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 […]
What We Know About Tableau Einstein (So Far): Your Answers to 3 Burning Questions
Welcome to our new blog series, where we’ll be rolling out updates, thoughts, opinions, and guidance over the next several months (years, even?) on data and analytics in the Salesforce ecosystem. If you didn’t catch the announcement from Tableau CEO Ryan Aytay and CPO Southard Jones, there’s a new BI tool in town, and its […]