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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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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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2022 Dreamforce Highlights
Last week, we had 7 (SEVEN!) team members on the ground at Dreamforce in San Francisco. We are sure that there will be some excellent wrap-ups about all the coolest new features and product releases (like this one and this one), but we wanted to share with you the favourite moments from our team that…
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Salesforce Security Pillar 3: Records & Data
Now we’ve made it to the final instalment of our Pillars to Salesforce Security. If you are not caught up, we highly recommend you read through Data Retention and Deletion Policy: Recycle bin Salesforce backups The retention period for sensitive data Drafts and Duplicates Automatic deletion process Salesforce Sandboxes You may be wondering why it’s…
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Salesforce Security Pillar 2: System Access
It’s time for Part 2 of our Pillars of Salesforce Security series. If you’re not caught up, take a quick look back at our More details on App AllowListing can be found over here on this blog.) Remove unused integrations and limit data access Uninstall expired managed packages downloading Salesforce data. This can be achieved…
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An Interview with Katrina Wong: The Future of Customer Engagement
Katrina Wong is the VP of Product Marketing and Demand Generation at Twilio Segment. Ateko’s SVP, Greg Poirier recently caught up with Katrina for a discussion about how she got started in SaaS, the challenges facing marketers today, and what she sees for the future of customer engagement. Greg Poirier: How did you get started…
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Experience Cloud: An Admin’s Guide to Security
Salesforce Experience Cloud (formerly Community Cloud) is a powerful way for organizations to connect with their customers, partners, and employees. The Experience Cloud platform provides organizations with the tools to create and customize branded online communities for customer support, feedback, and more. For example, if a customer buys one of your organization’s products, they might…
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Managing Consent with Salesforce Webinar
Upcoming Webinar: Managing Consent with Salesforce featuring Salesforce MVP, Eliot Harper, and Salesforce System Architect, Ryan O’Sullivan. In this webinar you will discover the consent management objects in Salesforce, and how to use this new canonical data model to manage an individual’s consent, while also complying to data privacy regulations. There are two opportunities to…
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How To Improve Salesforce Performance
Slow performance in Salesforce can be frustrating for users and a drain on business resources. While there are a number of potential causes for a slow system, there are two solutions you can employ right away that might just be the fix you’re looking for. In this post, we look at the most common challenges…
