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Your Contact Center Moved to the Cloud. The Hard Part Comes Next.
The enterprise contact center migration story has a clean ending. After years of replacing on-premises hardware with cloud platforms from Genesys, Amazon Connect, and others, most large organizations have checked that box. The infrastructure scales. The telephony costs are predictable. That work mattered. But there is a second story, and it does not have the…
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Agentforce Marketing Summer Recap
Between Connections in June and the Summer ’26 release, there has been a lot to keep up with. The volume of updates this cycle is one of the biggest I can remember, and trying to cover everything would turn into a small book. So instead of listing every feature, I pulled together the highlights that…
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Cooperation Needs Boundaries: Why “Who Leads Transformation Projects” Is the Wrong Question
When assessing approaches to complex transformation projects, an emerging view is that the business should lead, often holding final decision authority across the full transformation effort. The intent is understandable; outcomes should drive investment, not the other way around. But in practice, that position often collides with a harsher reality: when your systems are architecturally…
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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…
