Anticipate your customers’ needs and act on them with CRM Analytics
You’ve laid the foundation: Salesforce has been providing you with automation, allowing you to increase process time and gather greater, consistent customer data. But you know there’s still more value hidden in your data — and that you need to be able to keep up with changing dynamics and evolving customer needs. But you can’t act on data that lives outside of your everyday workflow. What can you do?
In order to accelerate and sustain growth, you need to be able to predict and prescribe actions. That requires accurate forecasting, increased customer retention, and identifying new customers and buying centers. But with the amount of data doubling yearly and the demands of your go-to-market team increasing, finding actionable insights can be tough. Like many of our customers you are being asked:
Whether one or all of those apply to you, you’re not alone. We can help you wherever you are on your CRM Analytics journey with expert Salesforce analytics consulting services.
As Salesforce analytics consulting pros and certified CRM Analytics experts, we unlock our customers’ data to surface insights where users actually work — across sales, service, and marketing. Our strategic approach delivers on your unique business needs and outcomes by combining deep Salesforce implementation experience with data science innovation and best practices. We enable you to:
Start your analytics journey strong within Salesforce! This short, comprehensive 3-4 week project will stand up 4-6 visualizations from Atrium’s library of pre-built accelerators.
During the process, we’ll also set you up for long-term success by establishing your data foundation for additional dashboards as the need arises in the future.
Actionable insights in a dashboard and/or embedded in Salesforce for a specific persona and use case, customized to your needs.
In 4-6 weeks, our team will design and build a solution to satisfy your highest-priority use case exactly the way you need, rapidly delivering up to 15 total lenses (e.g., charts, complex filters, etc.) and accelerating your analytics journey.
Quickly enable your internal analytics team! Quickstart Plus takes our Quickstart project and weaves in hands-on training on CRM Analytics for up to 5 team members. They’ll complete labs customized to fit your business, solidifying their understanding of CRM Analytics while also contributing toward the delivery of a production-ready dashboard (up to 15 lenses) that satisfies your highest-priority use case.
Our standard implementation typically runs 8-9 weeks and delivers 2-3 dashboards with up to 30 total lenses. Examples of these types of projects: sales performance dashboards for both reps and managers; insights for financial services customers across book of business, calling activity and pipeline for a single business unit; an agent performance dashboard plus an organization service performance dashboard.
More complex footprint? (E.g., some data resides outside of Salesforce but is accessible via connector, you want to include an initial opportunity scoring or lead scoring model.) Fortunately, there's Implementation Plus, allowing for some extra time (typically an additional 3 weeks) to accomplish those more complex components of your solution, or to deliver even more insights (up to 45 lenses) as part of the engagement.
One-size-fits-all isn’t always the case. Naturally, not everyone will fit into a pre-configured pattern or implementation engagement.
For those instances in which something custom seems to be the path forward, our team will work with yours to understand areas of complexity, map out scope, and produce an estimate that aligns with your business needs.
We believe in intelligent systems — systems that integrate descriptive, predictive, and prescriptive insights into the day-to-day processes of users. Our team has been designing and implementing these systems across the vast majority of our projects, giving us a unique perspective on what works and what doesn’t, and where businesses are seeing the greatest value from certain types of insights. That’s where our CRM Analytics accelerators come into play.
After years of building solutions on CRM Analytics, we’ve developed a way to build solutions more quickly without sacrificing quality or complexity. Our accelerators depend on many of the same principles as the pre-built CRM Analytics Apps, with a few key differences:
CRM Analytics is not only useful for building insightful, actionable dashboards; it’s also a perfect way to incorporate powerful predictive insights into dashboards. At Atrium, we don’t believe these are separate decisions. If your dashboards don’t have some predictive elements (or you don’t at least have it on your roadmap), you’re behind the curve.
Our goal is to build you the descriptive insights you need, but also take advantage of the power of Einstein Discovery to create predictive models to supplement those insights. Are you planning to create a dashboard focused on pipeline? Make sure you have a plan to incorporate an initial opportunity scoring model to help guide your sales team. Looking for dashboards to visualize your lead conversion funnel? Don’t build it without planning for a light propensity-to-convert model for those leads. Getting started with Einstein Discovery in tandem with your dashboards will help ensure you don’t find yourself behind your competitors when analyzing your data.
CRM Analytics and Tableau? CRM Analytics vs. Tableau? Many Salesforce customers still have questions when it comes to which tool (or combination of analytics tooling) is right for them. Written by analytics experts at Atrium, this whitepaper takes a use-case-by-use-case approach in demystifying the two analytics tools and helping you understand the consideration for each.
Our team of certified Salesforce experts is made up of uniquely skilled leaders who have spent years focused on customer acquisition and engagement, CRM Analytics and data science, and strategy consulting, as well as specific industries, Salesforce Clouds, and related technologies.
Our certified and experienced Snowflake consultants (i.e., SnowPros) — combined with our deep data science expertise and award-winning Salesforce CRM Analytics implementation capabilities — enable you to use and optimize the power and flexibility of Snowflake’s Data Cloud for all your data needs.
Access key data insights and manage your relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.
By partnering with AWS, we demystify important AI capabilities and build the operationalized AI that fits your unique needs. Get AI everywhere and actions anywhere — by focusing on which predictive and prescriptive analytics drive the best outcomes.
Here’s a look at how we help you get the most out of your data and investment in Salesforce and CRM Analytics with our unique approach to transformative analytics.
Our user-centric approach to design includes:
Insights as fast as you need them. Here’s how:
Convenient and intuitive, you’ll get:
3M was looking to drive a consistent selling process across several different lines of business consisting of thousands of users within multiple divisions. They needed the ability to enable their internal team to design, build, and support Einstein dataflows and dashboards. Learn how we set them up for success with CRM Analytics.
Nutanix needed to make it easier for sales reps to quickly drill down and understand the reasons why other reps won (or lost) opportunities similar to those they were working. Find out how we impressed their team with the speed to deliver and recency of data. (Fresh data every hour with CRM Analytics... as compared to a formerly 24-hour lag.)
Let's discuss your goals and how we can help you achieve them with Salesforce CRM Analytics consulting.
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