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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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The Cost of Misconception: Why Differentiating Administrators and Business Users Matters
Technical solutions are a critical component of a well-run organization. But there’s a common misconception that’s costing companies time, money, and efficiency. Just because someone can use a tool doesn’t mean they should be administering it. Let’s break down the critical difference between administrators and users. Defining the Roles The Nuance of “Admin-like” Functions Every
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Transforming Financial Advisory with Salesforce FSC
Introduction As a Salesforce Business Analyst, one of the most impactful projects I’ve contributed to was the implementation of Salesforce Financial Service Cloud (FSC) for a major Canadian bank. In today’s competitive financial landscape, wealth advisors and relationship managers are expected to deliver personalized, compliant, and timely service, often while navigating disconnected legacy systems and complex processes.
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Products vs. People: A Beginner’s Guide to Measuring Customer Success
I spent several years at Salesforce in Customer Success, focused on driving value via their Products, so it was a major perspective shift to move to the Services side of the organization in 2020. Five years later, I’m working for Ateko, a specialized Salesforce Services company and am defining what Customer Success (CS) looks like
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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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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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Introducing the Salesforce Integration User License
A Cost-Effective Solution for Integrating External Systems This is great news! The Integration User License was recently announced by Salesforce during the Salesforce Developer Conference, TrailblazerDX, and will be available for use starting on March 14, 2023. This is a brand-new license type created especially for use in system-to-system integrations. It offers enterprises a cost-effective and
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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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Improving Salesforce Adoption in the Sales Channel for Telco
There’s no debate on the topic: Salesforce is an incredibly valuable tool. It can be the source of truth and the final authority on what is happening with new opportunities and existing clients. Across the Telco industry, Salesforce is replacing legacy systems for sales pipeline, performance, activity management, service quality, and technician dispatching. However, the
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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
