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5 Takeaways from Salesforce Connections 2024
The Connections conference holds a special place for me. It’s an event that shares new product roadmaps, provides opportunities to meet fellow marketers, clients, and partners, and offers a glimpse at new platform features. This year was just as full of exciting announcements as previous years (except for the concert on the first day, which
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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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A Marketer’s Takeaways from Connections 2023
Trailblazers from around the world gathered at the highly anticipated Salesforce Connections 2023 event last week. The event was filled with fresh updates, new releases, and groundbreaking announcements. As a marketer, I was particularly inspired by the collaborative journey that the Marketing Product teams and the Trailblazers community are taking to shape the future of
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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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BANT: A Dead Easy Method for Qualifying Leads
BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline. (MarketSplash has a great analysis of each BANT component here.) Download the Free BANT+C App BANT+C is a free app for Salesforce, from Ateko, that
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Please do not try to build your own Lead Routing Solution in Salesforce
I beg of you. Don’t do it. One might assume that an organization that provides high end resources to enterprises would want to build big complex things. And in some cases that is true – myself and our team overall enjoy solving very complex problems. But we have also been working in the Salesforce ecosystem
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Applications Now Being Accepted: Intro to Salesforce Marketing Cloud Program
UPDATED APRIL 2022 – APPLICATIONS ARE NOW CLOSED FOR THIS SESSION. THANK YOU FOR YOUR INTEREST. Intro to Marketing Cloud program is a 6-session live online training that will teach you how to use Marketing Cloud, along with the platform capabilities to launch your first email campaign in the platform. Apply Today About the
