Tag: CRM

  • Using Quip in Salesforce

    Using Quip for Project Documentation in Salesforce This is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation. We cover some best practices for creating collaborative project documentation using Quip for Salesforce. Why use Quip? You might be wondering why your team should leverage

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  • 6 Salesforce Security Best Practices

    This post is for Salesforce Admins who want to learn more about advanced security best practices. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you read this post. In it, we cover basic Salesforce security best practices your organization should be following.  Salesforce Security Myths  Before we dive into best

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  • CloudKettle: Year 4 by the Numbers

    CloudKettle: Year 4 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. Each year we look back at how CloudKettle performed and publish a post highlighting

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  • Salesforce Security: Admin Checklist

    Salesforce Security: Admin Checklist

    The following post was written by Prag Ravichandran Kamalaveni, Salesforce Practice Lead at CloudKettle. Prag is an experienced consultant and an avid supporter of the Salesforce community. In addition to being a 6X Salesforce certified consultant, he has helped more than 250 people become certified as either Salesforce Administrators or Developers. Prag, was selected to speak at

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  • CloudKettle: Year 2 by the Numbers

    CloudKettle: Year 2 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. It’s hard to believe that year two for CloudKettle has come and gone (some

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  • Why SaaS Companies need a CRM

    Why SaaS Companies need a CRM

    Do You Need a CRM? Not every organization needs a CRM, but they are particularly important for Software as a Service (SaaS) companies that have a B2B enterprise sales model. When deciding if you need a CRM, there are a few simple questions you can ask to determine if one is a worthy investment. If

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