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AI Adoption: Training Is the Key
Part 3 of the Systemic Shift to Scaling AI from Pilot to Scale series, examining how organizations can transform AI initiatives into enterprise-wide value In our previous post we covered Phase 1, the mental shifts required for AI and the steps involved in Setting the Foundations for scalable AI (getting your executives aligned and your…
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Getting Your House in Order for Enterprise AI
Part 2 of the Systemic Shift to Scaling AI from Pilot to Scale series, examining how organizations can transform AI initiatives into enterprise-wide value The Recipe for Real Scale In our last post, we talked about the mental shifts you need to move your organization out of the AI pilot pit and start driving real…
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From Pilot to Whole-Org Value
Part 1 of the Systemic Shift to Scaling AI from Pilot to Scale series, examining how organizations can transform AI initiatives into enterprise-wide value At Ateko we frequently see organizations struggle to translate the excitement of a pilot into organizational wide value. While AI adoption is high, with most organizations using AI in at least…
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Scaling AI Beyond the Pilot: Four Foundational Shifts for the Enterprise
From Pilot to Whole-Org Value At Ateko, we frequently see organizations struggle to translate the excitement of a pilot into organization-wide value. AI adoption is high. Most organizations are using AI in at least one function. Yet studies suggest that up to 62% remain stuck in the early experimenting or piloting stages. If your organization…
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TC25 Recap: Salesforce Just Made Data Cloud Smarter with the Semantic Layer
The Ateko (formerly CloudKettle) team was at Tableau Conference 2025 in San Diego this past April. The energy was palpable, the data visualizations were stunning, and the community spirit was at an all time high. While there were countless innovations and insights shared, one thing stood out when looking at everything through the lens of…
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The Beginner’s Guide to Joins in CRM Analytics
In the world of Business Intelligence, the ability to combine data from different sources is essential. Salesforce CRM Analytics (formerly Tableau CRM) offers a powerful feature called “joins” in its Recipe tool. You can think of creating joins as playing the role of a matchmaker for your data. They allow you to bring together data…
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Getting Started with CRM Analytics (Formerly Einstein Analytics)
Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been growing exponentially every day, exploring data manually has become a bigger challenge” (click here to read more). CRM Analytics (formerly Tableau CRM, formerly Einstein Analytics)…
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Maturity Levels in Business Intelligence
Where do we stand? And how do we improve? The world of Business Intelligence (BI) can be complicated to navigate. With many moving pieces, multiple technologies, and many different people and departments being impacted, it can be challenging to know what steps need to be taken for your organization to level up and reach the…
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How CRM Analytics Benefits the C-Suite
CRM Analytics can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation tools and custom reporting with a seamless Salesforce integration, the benefits are clear to any Business Intelligence (BI) professional. But before any investment in BI…
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What Is Business Intelligence?
Business Intelligence (BI) comprises the strategies and technologies used by enterprises for data analysis and the management of business information. A critical output of any BI practice should be the ability to provide self-service analytics solutions to business users. These solutions prioritize speed to insight and the empowerment of end-users to answer their own questions…
