6 Frequently Asked Questions About Tableau Agent
It’s been a couple months since Tableau 2024.1 came out and you know what that means — 2024.2 is almost here! Tableau released its list of features for 2024.2 and the enhancements to Tableau Pulse, multi-fact analytics, and other updates have us excited over at Atrium. One of our favorite items is the upcoming release […]
A Beginner’s Guide to CRM Analytics for Financial Services
In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential? CRM Analytics (CRMA) can be your key to unlocking hidden insights, driving personalized client experiences, and making informed decisions that fuel growth. CRMA is a dynamic visualization tool that not only provides consistent insights across […]
On-Demand Webinar: Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics
On-Demand Webinar Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics Watch our on-demand webinar to learn about the latest trends and best practices in financial services data analytics and explore Salesforce CRM Analytics (CRMA), the powerful tool designed to transform how today’s market leaders leverage data for growth and success. Get […]
Leverage CRM Analytics Parameters to Filter Tableau Views
Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards or views to Salesforce CRM Analytics (CRMA) for use in a component object. Publishing to Salesforce made it very helpful for consumers of CRMA and Tableau to be able to access analytics in one place. […]
Whitepaper: The Revops Revolution: Elevating Sales Forecasting from Art to Science
WHITEPAPER The Revops Revolution: Elevating Sales Forecasting from Art to Science How much trust do you have in your current sales forecasts? If you feel less than confident, you’re not alone. According to Gartner, only 45% of sales leaders and sellers have high confidence in their forecasting accuracy. When it comes to forecasting, tapping into […]
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: 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 […]
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 […]