-
New Template: Salesforce Technical Debt Reduction Policy
Our newest resource is a policy template designed to help reduce Salesforce technical debt and ensure the health of your Salesforce org. It’s widely understood that as orgs age and the companies they service grow in complexity, technical debt accumulates. While a small amount of technical debt is normal, a Salesforce org that contains too…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Dreamforce 2019: Sessions by the Numbers
Another Dreamforce has come and gone. This year the sessions, learnings, and celebrations were better than ever. As a Salesforce Silver Partner, Dreamforce is a marquee event for our organization, and we pay close attention to the topics, themes, and products focused on at the conference. This year, we decided to learn more about who…
-
Catch Ateko at Dreamforce
It is almost time for Dreamforce 2019 and we’ve been busy preparing for this marquee event. This year, we’re excited to be speaking at six Dreamforce sessions! Catch Ateko at one of our presentations: The Value of Having a Dedicated Integration User Speaker: Greg Poirier, SVP of Ateko(Formerly CEO of CloudKettle) Connect: @gregpoirier Time &…
-
Top Five Highlights From Salesforce Connections 2019
This month the Ateko team attended Connections; one of the largest annual Salesforce events. Connections brought together a community of over 17,000 passionate Trailblazers to learn about new marketing trends in different industries. All three days were packed with new product announcements, engaging keynotes, workshops, and innovative partner solutions. This event also followed Salesforce’s acquisition…
-
MarTech Podcast | The Enterprise B2B SaaS Digital Marketing Playbook
Catch our SVP(Formerly the CEO of CloudKettle), Greg Poirier, on the MarTech podcast talking about data warehousing, data visualization, retargeting across the customer lifecycle, and other trends in the B2B SaaS space. This is a two-part podcast, you can listen to part one below: Part two defines revenue optimization, the benefit of visualizing KPIs, and…
