Category: Salesforce and CRMs

  • Cooperation Needs Boundaries:Why “Who Leads Transformation Projects” Is the Wrong Question

    Cooperation Needs Boundaries:Why “Who Leads Transformation Projects” Is the Wrong Question

    When assessing approaches to complex transformation projects, an emerging view is that the business should lead, often holding final decision authority across the full transformation effort. The intent is understandable; outcomes should drive investment, not the other way around. But in practice, that position often collides with a harsher reality: when your systems are architecturally…

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  • Getting Your House in Order for Enterprise AI

    Getting Your House in Order for Enterprise AI

    Part 2 of the Systemic Shift to Scaling AI from Pilot to Scale series, examining how organizations can transform AI initiatives into enterprise-wide value The Recipe for Real Scale In our last post, we talked about the mental shifts you need to move your organization out of the AI pilot pit and start driving real…

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  • Service Cloud Voice Is Not a Phone System. Stop Evaluating It Like One.

    Service Cloud Voice Is Not a Phone System. Stop Evaluating It Like One.

    The organizations getting the most out of the CTI-to-SCV migration are the ones who understood, before they started, that they were making an architecture decision, not a technology refresh. There is a common way enterprise organizations approach the Open CTI retirement announcement: find the migration path that most closely replicates existing telephony behavior inside Service…

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  • Marketing Cloud Account Engagement vs Marketing Cloud Next: Migration Considerations

    Marketing Cloud Account Engagement vs Marketing Cloud Next: Migration Considerations

    As Salesforce continues to evolve its marketing ecosystem, many organizations are starting to look beyond feature comparison and ask a broader question: how do you evaluate a move from Marketing Cloud Account Engagement (MCAE) to Marketing Cloud Next? For many teams, this is not simply about adopting a newer platform. The goal is to determine…

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  • Simplify Content Management with SFCC Page Designer

    Simplify Content Management with SFCC Page Designer

    Ever wondered how to streamline eCommerce content management without relying on developers? In this blog we will dive into how Salesforce Page Designer makes that possible. Salesforce B2C Commerce Cloud has been praised for its flexibility to adapt, scalability, and the ability to power some of the world’s most recognizable retail brands. The platform allows…

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  • Products vs. People: A Beginner’s Guide to Measuring Customer Success

    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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  • The 2024 Security Survey Results are Here

    The 2024 Security Survey Results are Here

    The Results are in! And we’re ready to share them with you. Security is one of our top priorities at Ateko. For ourselves, and for all of our clients. With that in mind, we wanted to find out the answer to the question “How’s everyone else doing with Salesforce security these days?” So we came…

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  • Maximizing B2B Campaigns: Integrating Offline Conversions with GA4

    Maximizing B2B Campaigns: Integrating Offline Conversions with GA4

    The world of business-to-business (B2B) and business-to-consumer (B2C) is filled with data and analytics. However, connecting the dots between different data sources can be a challenging task. In today’s world, most prospect and customer interactions happen offline, and you need to stitch together multiple data streams into a single place to get a complete picture.…

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  • A Marketer’s Takeaways from Connections 2023

    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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  • Building the RevOps Scaffolding to Support your Planned Growth

    Building the RevOps Scaffolding to Support your Planned Growth

    In a perfect world, a company’s revenue grows in an upward arc. As a Canadian, we like to think that it resembles a hockey stick curve. However, the systems and processes that provide the scaffolding to support that growth curve tend to evolve in a stair-step fashion. While Ateko is a fan of growth, some…

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