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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
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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Experience Cloud: An Admin’s Guide to Security
Salesforce Experience Cloud (formerly Community Cloud) is a powerful way for organizations to connect with their customers, partners, and employees. The Experience Cloud platform provides organizations with the tools to create and customize branded online communities for customer support, feedback, and more. For example, if a customer buys one of your organization’s products, they might
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Managing Consent with Salesforce Webinar
Upcoming Webinar: Managing Consent with Salesforce featuring Salesforce MVP, Eliot Harper, and Salesforce System Architect, Ryan O’Sullivan. In this webinar you will discover the consent management objects in Salesforce, and how to use this new canonical data model to manage an individual’s consent, while also complying to data privacy regulations. There are two opportunities to
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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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Sales Cloud and Google Analytics 360 Integration Checklist
The Sales Cloud and Google Analytics 360 integration can be leveraged for closed-loop reporting and for robust marketing insights that drive conversions. The checklist below was built to help experienced teams as they enable this connection (there is also a downloadable PDF version at the bottom of this page). Click here to download the Sales
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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
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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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
