Blog
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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Integrating Financial Services Cloud and Data Cloud
The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers a portfolio of financial products like mutual funds, stocks and retirement planning services. Information about these various products typically reside in separate (and typically proprietary)
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Getting the most value out of your Salesforce Unlimited Investment
Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve already made) and what makes Salesforce Unlimited stand out from Salesforce Enterprise Edition. Sales Cloud and Productivity Features One of Sales Cloud Unlimited Edition’s key
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OmniStudio Document Generation
Streamlining OmniStudio document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create personalized, professional documents without using code. In this blog post, we will delve into the concept of Document Generation, illustrate a practical business scenario,
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Single-Touch and Multi-Touch Attribution (and why you need both)
At Ateko, we have a lot of clients with significant resources who can facilitate the creation of the most complex, custom attribution models possible. And that is amazing. We’re fortunate to get to work with them as they hammer out incremental 1% improvements in performance week after week after week. But a model that complex
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CloudKettle: Year 9 By the Numbers
Archived Content: This article was originally published by CloudKettle prior to its acquisition by Bell and integration into Ateko. It is part of a historical series documenting the growth and benchmarks of the team that now forms Ateko’s dedicated Salesforce practice. Another year. Another batch of stats to share with you! Mostly good, a couple
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Hubspot to Salesforce: A Step-by-Step Migration Guide
Your CRM can either be a roadblock impeding your go-to-market team, or an engine that accelerates their efforts. While good systems can help identify high-value opportunities and reduce time-to-close, a poor system will have users spending time on manual busywork rather than on generating and closing opportunities. For most startups, the two major CRM options
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Driving IT Sustainability for a Better World
The progress of humanity in recent years owes much to digital technologies. IT has enabled global communications, medical advancements, economic and business growth, and so much more. But there’s a flip side: technology has a significant impact on our environment. As an industry, we have a responsibility to change this. That’s why Ateko is taking
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Migrating from HubSpot to Salesforce
When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some mid-sized organizations, most companies are scaling at a pace that will be funded by Venture Capital, with a B2B enterprise sales motion will outgrow it. The
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Why Healthcare Organizations are Migrating from Salesforce Sales Cloud to Health Cloud
Whether your core discipline is Pharmaceutical, Payer, Provider or Medical Technology in the Health Care and Life Sciences industry, you know a patient-centred approach with the ability to access all of an individual’s information in one central place is the primary focus. Launched in 2015, Salesforce Health Cloud was designed to give Healthcare and Life
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Salesforce Data Cloud Model Explained
Introduction While many Salesforce products including Sales Cloud, Service Cloud, Education Cloud, Health Cloud and other Salesforce industry clouds are built on a common ‘core’ platform that share the same datastore (an Oracle relational database), Data Cloud uses a very different architecture and technology stack from other Salesforce ‘Clouds’. This post explains the data models