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Account Insights Tableau Next Dashboard

By Atrium

Unlock key Service Insights instantly from any account record page

No Ratings
Free  

Never requires payment

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Business Need
Customer Service
Analytics
Data Visualization
Requires
Data Cloud
Compatible With
Sales Cloud
Service Cloud
Tableau Next

The Account Insights dashboard is a solution that will unlock instant access to key service insights such as case & order history and website engagement for any user needing a quick summary of any specific account directly from that account's record page

Highlights

Which support cases are the highest priority at a glance?

What website pages have a customer visited, how much have they spent (and on what types of services or products), their current and historic NPS and CSAT, and other key points in their journey

What was a customer doing or viewing on the website when they opened a case?

How many cases has a customer opened and how quickly have they been resolved in the past?

Who is my customer? (E.g., where do they live, how old are they, and how can I contact them?)

How satisfied has this customer been with their past service experiences?

How much has the customer spent with us, and on what, each month over the last six months?

Provider Details

Atrium
Founded
2018
Website
Email
Phone
1 800 674 3103

Atrium is a next-generation consulting services company that helps companies navigate business transformation by establishing IT systems of intelligence augmented with artificial intelligence and analytics. We take a data-driven approach by fusing together industry and process expertise across the disciplines of math, programming, and consulting. Founded in 2018, Atrium is recognized as a leader in enabling Fortune 1000 companies across diverse industries to deliver on the promise of digital transformation and AI.

Pricing Details

Free

You can fully use this solution without payment.

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