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Service Cloud Voice Primer
What is it and what are the benefits? The Salesforce ecosystem powers the Sales and Service engines at some of the world’s largest companies. Historically, organizations have had to rely on third-party providers to integrate voice—one of the most vital channels of communication—into this platform. However, there is now a native option available, thanks to
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Integrating Health Cloud and Data Cloud
Medical Record Management Challenges Medical record management poses several key challenges for healthcare providers. Most notably, ensuring the integrity and availability of patient health information, while remaining compliant with regulations such as HIPAA (Health Insurance Portability and Accountability Act). Healthcare providers must implement robust security measures to protect sensitive patient data from breaches and unauthorized
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How to Create Dynamic CPQ Quote Templates in Salesforce
After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming, and prone to errors. Thankfully, Salesforce CPQ (Configure, Price, Quote) helps with the configuration and management of quote documents, streamlining the process and making quotes
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Getting the most value out of your Salesforce Unlimited Investment
Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve already made) and what makes Salesforce Unlimited stand out from Salesforce Enterprise Edition. Sales Cloud and Productivity Features One of Sales Cloud Unlimited Edition’s key
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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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Single-Touch and Multi-Touch Attribution (and why you need both)
At Ateko, we have a lot of clients with significant resources who can facilitate the creation of the most complex, custom attribution models possible. And that is amazing. We’re fortunate to get to work with them as they hammer out incremental 1% improvements in performance week after week after week. But a model that complex
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CloudKettle: Year 9 By the Numbers
Archived Content: This article was originally published by CloudKettle prior to its acquisition by Bell and integration into Ateko. It is part of a historical series documenting the growth and benchmarks of the team that now forms Ateko’s dedicated Salesforce practice. Another year. Another batch of stats to share with you! Mostly good, a couple
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Hubspot to Salesforce: A Step-by-Step Migration Guide
Your CRM can either be a roadblock impeding your go-to-market team, or an engine that accelerates their efforts. While good systems can help identify high-value opportunities and reduce time-to-close, a poor system will have users spending time on manual busywork rather than on generating and closing opportunities. For most startups, the two major CRM options
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Migrating from HubSpot to Salesforce
When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some mid-sized organizations, most companies are scaling at a pace that will be funded by Venture Capital, with a B2B enterprise sales motion will outgrow it. The
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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
