Tag: Salesforce

  • Bell and Ateko Empower Innovation through AI Hackathons

    Bell and Ateko Empower Innovation through AI Hackathons

    From ServiceNow to Salesforce, Ateko is working with partners to create the future of AI Bell and Ateko are shaping the future of enterprise innovation through AI-powered hackathons that bring together bright minds across our companies and our technology partners. These collaborative events spark creativity, accelerate transformation, and highlight how Ateko is helping Bell deliver

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  • The Cost of Misconception: Why Differentiating Administrators and Business Users Matters

    The Cost of Misconception: Why Differentiating Administrators and Business Users Matters

    Technical solutions are a critical component of a well-run organization. But there’s a common misconception that’s costing companies time, money, and efficiency.  Just because someone can use a tool doesn’t mean they should be administering it.  Let’s break down the critical difference between administrators and users. Defining the Roles The Nuance of “Admin-like” Functions Every

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  • The Power of Bi-Directional Zero-Copy with Salesforce Data Cloud

    The Power of Bi-Directional Zero-Copy with Salesforce Data Cloud

    In today’s data-driven world, the ability to access, unify, and act upon your customer data in real-time is no longer a luxury – it’s a necessity. Businesses often grapple with siloed data, complex ETL processes, and outdated insights, hindering their ability to deliver truly personalized experiences and make informed decisions. At Ateko, we are Salesforce

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  • Getting Started with CRM Analytics (Formerly Einstein Analytics)

    Getting Started with CRM Analytics (Formerly Einstein Analytics)

    Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of  customer data has been growing exponentially every day, exploring data manually has become a bigger challenge” (click here to read more).  CRM Analytics (formerly Tableau CRM, formerly Einstein Analytics)

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  • BANT: A Dead Easy Method for Qualifying Leads

    BANT: A Dead Easy Method for Qualifying Leads

    BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline. (MarketSplash has a great analysis of each BANT component here.) Download the Free BANT+C App BANT+C is a free app for Salesforce, from Ateko, that

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  • CloudKettle: Year Six by the Numbers

    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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  • 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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  • 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 Build an RFM Model for Customer Segmentation

    If you are not familiar with the RFM model (Recency, Frequency, and Monetary) and how it can help drive customer segmentation, we recommend you read How to Leverage the RFM Model to Drive Customer Segmentation before you read this post. This post tackles what your team needs to know to implement an RFM model to

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  • CloudKettle: Year Five By The Numbers

    CloudKettle: Year Five 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. Half a decade, wow! If you’d asked me on that first day, I’d have

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