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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
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
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
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
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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MarTech in the Era of Consent
We provide our consent every day, often without a second thought. We’ve adapted to automatically clicking through distracting ‘accept’ buttons on website pop-ups, or those obligatory checkboxes when completing various web forms. No matter what the activity is, it seems there’s always a requirement to consent to something. In this post, I explain current and…
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How to Measure Salesforce Process Performance
In a previous post, we shared the most common challenges Salesforce admins and developers face when it comes to Salesforce org performance and speed. Now, we’ll show you how to benchmark and measure Salesforce org process times for determining where maintenance and improvements are needed. Using the Developer Console to Measure Salesforce Org Process Performance…
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How to Manage Technical Debt in Salesforce
Managing technical debt is a challenge almost all enterprises face. As Salesforce orgs age and the companies they service grow in complexity, technical debt accumulates. While a small amount of technical debt is normal, a Salesforce org that contains too much technical debt is brittle, can have performance issues, and is increasingly more expensive to maintain over…
