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Salesforce Platform Three Steps to Prepare Your Data for AI Activation
The final part of our Tableau Next series outlines a crawl/walk/run action plan to build the data infrastructure needed for AI activation.
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Salesforce Platform Structure Your Data to Optimize Tableau Next Implementation
Our Tableau Next blog series continues with an examination of how clean, governed, and structured Salesforce data accelerates AI decision-making.
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Data and Integrations Data Strategy in a Post-Cookies World: An Unexpected Turn
In 2021, we wrote about Google’s plans to phase out third-party cookies by 2022. However, the landscape has dramatically shifted since then. In a surprising turn of events, Google announced this week that it no longer plans to eliminate third-party tracking cookies from its Chrome web...
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Banking Understanding Salesforce Data Cleansing and Governance
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance companies and investment firms, are entrusted with vast amounts of...
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Salesforce Platform Why Salesforce Data Stewardship is a Team Effort
“Our Salesforce has bad data, it’s unreliable.” That’s not something any leader wants to hear after a company invests into the platform, but it’s easy to get into a “this is just the way it is” mindset. Don’t let that happen. The data in Salesforce is a combination of many factors. In many orgs,...
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Financial Services 5 Steps of a Successful Product Analytics Strategy
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram...
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Data and Integrations A Beginner’s Guide to Salesforce MDM
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master “golden record” for all versions of a record across all systems....
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Financial Services 3 Key Skills Your Team Needs to Navigate the Future of Data
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial...
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Financial Services How Salesforce Turns Data into Compelling Customer Stories
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started...
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Financial Services Why Data Storytelling is Shaping the Future of Financial Services
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better, sell faster, and nurture business relationships. Our tools have...
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Financial Services How to Streamline Your Client Interaction Management
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement […]
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Data and Integrations 8 Signs You Need a New Data and Integration Strategy
A data and integration project is only as successful as the strategy put into place before the project kick-off. Here are 8 signs you may need a new data and integration strategy for your current or future projects.
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