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Explore expert tips, hands-on guides and insightful perspectives designed to help you stay at the forefront of innovation, cloud technologies, and digital transformation.
When it comes to ServiceNow, Salesforce, Google, AWS, and Microsoft, if you’ve got questions – the experts at Ateko have got answers.
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Creating Effective User Stories for Salesforce
When managing any Salesforce project, one of the keys to success is the creation of properly written User Stories. These will provide your team with the building blocks they need to complete the project successfully. What Is a User Story? A User Story is essentially a task – a piece of work that needs to…
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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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Preparing Data Using CRM Analytics: A Sample Recipe
Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated machine learning/AI models by themselves. Einstein Discovery is known for creating sophisticated models, but the data provided must be good quality (remember: garbage in, garbage…
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How to Enable a Seamless Integration Between Marketo and Salesforce
It is crucial for a marketing organization to be able to manage and communicate with prospects and customers at every stage of the customer journey. To achieve this, you have to have the right marketing tools and processes in place. With Salesforce as the central hub of information for many organizations, ensuring your marketing automation…
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How to Create a Dedicated Integration User in Salesforce
If you’re not sure what a Dedicated Integration User is or you’re not convinced there’s value in having an Integration User, check out our previous blog post: Why You Need a Dedicated Salesforce Integration User. Today’s post is aimed at Sales Operations leaders and Salesforce Administrators who are interested in the cost savings and increased…
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Why You Need A Dedicated Salesforce Integration User
Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem of tools that can be integrated with it is. Organizations have long seen the benefits of expanding the value they get out of Salesforce by integrating their marketing automation, data enrichment, collaboration, and productivity tools with their…