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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
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
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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Cross-Channel Data Cleanliness Best Practices
The ability to use cross-channel data in analytics can be extremely valuable if done correctly. In this post we give an overview of foundational cross-channel data cleanliness best practices in the domains of Salesforce, Google Analytics, and Marketing Automation. Before you can leverage the sexy side of data; visualization, machine learning, AI, you have to
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Marketing Automation to Enable Renewals
Read this post to learn how you can leverage Marketing Automation beyond the initial sale to enable upsell and renewals. Marketing Automation: The Status Quo B2B marketers understand how to leverage Marketing Automation to warm new leads for a sale before it’s ready to be worked by a Sales Rep. What companies aren’t doing effectively
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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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Lead Generation: Getting Organized
Create and prioritize lists then manage your time for success This post is the sequel to Lead Generation: Getting Started, which primarily deals with high-level concepts surrounding targeting prospects and medium and messaging. This post we dive into operational best practices for your sales reps. First we’ll cover some basic lead generation tips and resources. Then,
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Spring Loaded uses Marketing Automation for Pre-Sales Success
Generating Demand and Creating Customer Intelligence Spring Loaded Case Study Spring Loaded builds unique knee brace technologies. Their flagship product is the world’s first bionic knee brace. After 18 months of intense research and development, Spring Loaded had a viable product and were ready to sell. Spring Loaded engaged Ateko to help develop a digital
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Everything your B2B SaaS Company needs to know about Salesforce
In our time working at or with fast growing SaaS companies over the last decade, we’ve noticed some high-level CRM considerations the bulk of organizations neglect to consider that significantly influence the success of Salesforce implementation and adoption. A lot of these considerations are central to complex sales cycles, reducing churn and are specific to
