Tableau Takeaways from a Recent Salesforce Data Cloud Partner Workshop
I attended the Salesforce Data Cloud Partner Workshop in Washington, D.C. at the end of May and gained more context for how businesses can take advantage of the power of Data Cloud and important requirements for successful implementations. Here are some of my key takeaways and thoughts coming away from the two-day workshop. Salesforce Data […]
Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech
Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech Wednesday, June 21, 2023 | 1:00pm ET Learn the true value of Revenue Intelligence from experts at the forefront of medtech innovation and revenue excellence. Find out where the real dollars are in your pipeline, where bookings are coming from, how to inform executives […]
AnalyticsKata: CRM Analytics Tooltips
One of the great things about CRM Analytics dashboards is the ability to create dynamic dashboards that are not only nice to look at, but that also allow you to provide all the information and detail you need to make informed decisions. One great way to do this is to add dynamic tooltips to your […]
On-Demand Webinar: Salesforce Data Cloud for Media Publishers: Integration Updates to Salesforce Data Cloud, Tableau, and CRM Analytics
On-Demand WebiNar Salesforce Data Cloud for Media Publishers: Integration Updates to Salesforce Data Cloud, Tableau, and CRM Analytics The combination of Salesforce Data Cloud, Tableau, and CRM Analytics is creating new ways for media companies to unlock the potential of customer data. Join us as industry leaders showcase the different real-time data integration options and […]
Inside the Salesforce Data Cloud Spring 2023 Release and New Starter Pack
Contributors: Braden Larmon, Rick Arnett, and Patrick Scherder Salesforce Data Cloud is an evolution of Salesforce CDP that more completely connects Salesforce and third-party data. This will enable a true 360-degree view of the customer and personalized engagement at scale — essentially helping you get more out of customer data across multiple Salesforce orgs without […]
AnalyticsKata: How to Create a MadLibs Game in CRM Analytics
My favorite way to learn CRM Analytics is by building solutions that do not resemble dashboards. At Atrium, we have used these “CreativeKatas” (aka AnalyticsKatas — get to know more with our first one introducing AnalyticsKatas) to encourage our team to push the platform beyond the traditional dashboard implementation. Today, I will walk you through […]
7 Steps to Ensure Internal Adoption of a Modern BI Architecture
Creating a data-driven culture is essential for companies to stay competitive. By leveraging data to inform decision-making, companies can gain a significant advantage over their competitors by improving operational efficiency, and driving growth. However, building a data-driven culture is not a simple task, and requires a concerted effort from all levels of the organization. Even […]
CRM Analytics Recipes: Data Connections vs. Direct Data
If you’ve worked with data recipes in CRM Analytics, you’re no doubt very familiar with the process of inputting data from Salesforce into CRM Analytics. First, the process begins with adding your data connections on the “Connections” tab of the Data Manager. Here, you’ll add the objects, fields, and filters for the Salesforce objects you […]
Introducing AnalyticsKatas: Challenges to Help You Skill up in CRM Analytics
In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles… Enter AnalyticsKata. What is a Kata? A kata is […]
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