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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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How to Leverage the RFM Model to Drive Customer Segmentation
Today, organizations have more data about their customers than ever before. The RFM model is a simple but powerful tool to sift through consumer data and categorize customers based on measured behavior. Salesforce Marketing Cloud (MC) is a robust tool that allows your team to engage your customers with relevant and timely email content. Together,
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How to Enable a Seamless Integration Between Marketo and Salesforce
It is crucial for a marketing organization to be able to manage and communicate with prospects and customers at every stage of the customer journey. To achieve this, you have to have the right marketing tools and processes in place. With Salesforce as the central hub of information for many organizations, ensuring your marketing automation
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How to Create a Dedicated Integration User in Salesforce
If you’re not sure what a Dedicated Integration User is or you’re not convinced there’s value in having an Integration User, check out our previous blog post: Why You Need a Dedicated Salesforce Integration User. Today’s post is aimed at Sales Operations leaders and Salesforce Administrators who are interested in the cost savings and increased
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How to Manage Advertising from end to end of the Customer Lifecycle
Joel Burke is a data insights and analytics expert and co-owner of Outshine: a data-driven digital marketing agency that specializes in Adwords and PPC management. Burke also lends expertise to Ateko as the Analytics Practice Lead. You can find him on LinkedIn here. Recently, I sat down with Joel to talk about how to manage
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NEW eBook: Lead Generation and Sales Enablement Guide for B2B SaaS Companies
This is a must read for any B2B SaaS startup or company that’s scaling quickly. During a decade of working with B2B SaaS organizations, two of the biggest gaps we’ve consistently seen are in lead generation and sales enablement best practices. We wrote this eBook to give fast growing SaaS companies a free resource to
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Know What Your Leads are Really Thinking
The Phone Lady Shares the why & how Behind an Effective Sales call Mary Jane, also known as The Phone Lady, has spent 30 years analyzing the psychology of a phone call. An independent consultant, she’s worked with over 400 companies and trained over 10,000 individuals to close more deals, faster, by picking up the
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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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The How to Guide: CRM Integrations
When assessing a CRM, fast-growing SaaS companies often make the mistake of evaluating each SaaS tool they plan to integrate with their CRM as a piece, rather than as part of a whole ecosystem. Not all SaaS products can be integrated together. Many complex SaaS solutions create custom objects in your CRM that can effect how
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How to Select a CRM
Not every startup needs a CRM, but they are particularly important for Software as a Service (SaaS) companies who have a subscription based model. Some aspects of your business and sales cycle that would necessitate a CRM are things like: if your product is available for purchase offline, if you have a sales-cycle that is
