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RevOps Leaders Panel
Ateko’s SVP(Formerly Cloudkettle founder and CEO), Greg Poirier, was recently joined by Sales and Marketing/RevOps experts Ursula Ayrout and Betsy Sewell to chat about their experiences in RevOps and share some thoughts and insights on planning for 2023. These are some of the highlights, and you can find the full video below. 2:24 – What…
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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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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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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…
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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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Sales Cloud and Google Analytics 360 Integration Checklist
The Sales Cloud and Google Analytics 360 integration can be leveraged for closed-loop reporting and for robust marketing insights that drive conversions. The checklist below was built to help experienced teams as they enable this connection (there is also a downloadable PDF version at the bottom of this page). Click here to download the Sales…
