Category: Salesforce

  • BANT: A Dead Easy Method for Qualifying Leads

    BANT: A Dead Easy Method for Qualifying Leads

    BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline. (MarketSplash has a great analysis of each BANT component here.) Download the Free BANT+C App BANT+C is a free app for Salesforce, from Ateko, that

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  • What is Salesforce CMS?

    Salesforce CMS or Content Management System provides the means to create, manage and deliver content from a central location. What makes it powerful is its capacity to deliver that content to multiple channels. This means CMS content can be used in multiple Experience Cloud sites (communities), in Marketing Cloud, Heroku, in Lightning Experience apps and

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  • Please do not try to build your own Lead Routing Solution in Salesforce

    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

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  • How CRM Analytics Benefits the C-Suite

    How CRM Analytics Benefits the C-Suite

    CRM Analytics can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation tools and custom reporting with a seamless Salesforce integration, the benefits are clear to any Business Intelligence (BI) professional. But before any investment in BI

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  • CloudKettle: Year 7 By the Numbers

    CloudKettle: Year 7 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. CloudKettle has always had transparency as one of its core values and that is

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  • Top 10 Marketing Cloud Mistakes (and How to Avoid Them)

    Mistakes can be made when using any enterprise platform and Marketing Cloud is no exception to the rule. Most user-based mistakes are caused by taking shortcuts, like an inadequate implementation, failing to invest in training, or not testing. However there are always some mistakes that are inevitable and all part of the learning process. Someone

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  • Preparing Data Using CRM Analytics: A Sample Recipe

    Preparing Data Using CRM Analytics: A Sample Recipe

    Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated machine learning/AI models by themselves. Einstein Discovery is known for creating sophisticated models, but the data provided must be good quality (remember: garbage in, garbage

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  • Super-charge Your Salesforce Reports

    Super-charge Your Salesforce Reports

    Improve Salesforce Reports with Formulas Salesforce Reports and Dashboard are cornerstones for Marketing Operations and Sales Operations teams of all shapes and sizes. They provide the ability to compile and analyze large amounts of Salesforce data quickly and easily. They are critical to helping companies understand past performance and provide leading indicators for future results. 

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  • CloudKettle: Year Six by the Numbers

    CloudKettle: Year Six 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. Everyone gets a bit introspective this time of year and like most organizations, we

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  • Mastering Salesforce Consent Management

    In my previous post, I explained current and emerging data protection regulations and the different considerations when designing and implementing a consent management framework. In this post, I explain how Salesforce has set out to address the consent management challenge through a well-considered data storage model and supporting toolset. The Road to Consent Salesforce has

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