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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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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
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Salesforce Data Cloud Model Explained
Introduction While many Salesforce products including Sales Cloud, Service Cloud, Education Cloud, Health Cloud and other Salesforce industry clouds are built on a common ‘core’ platform that share the same datastore (an Oracle relational database), Data Cloud uses a very different architecture and technology stack from other Salesforce ‘Clouds’. This post explains the data models
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Data Ingestion for Salesforce Data Cloud
As its name implies, Salesforce Data Cloud is a data platform — before you can begin using the platform, you first need to get data into it. And while Data Cloud provides various options for importing data, it’s important to select an optimal method to integrate data sources into the platform. Unfortunately in data architecture,
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Salesforce Data Cloud Primer
As part of a Salesforce Data Cloud series, this initial post sets out to clarify and explain exactly what Data Cloud actually is, what it’s not, and why it’s a game changer. An Evolutionary Platform Salesforce Data Cloud is arguably the most significant platform to be released in the history of Salesforce. However, its journey
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What is Omnistudio?
(And how can I use it?) OmniStudio is a low-code development platform that allows businesses to build custom applications quickly and easily. It helps to simplify the creation of complex, industry-specific experiences on Salesforce. It is an all-in-one platform that offers a range of tools and features to help businesses develop and deploy custom applications
