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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…
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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…
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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 &…
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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…
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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…
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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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Podcast | 5 Reasons Every Company Should Specialize
The Lead to Grow podcast is dedicated to helping today’s business leaders find the keys that unlock meaningful success. On episode 22 of the Lead to Grow podcast, our own Jon McGinley shares five reasons every company should specialize, not generalize. Jon is a Senior Partner here at Ateko, click here and listen in to…
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Confessions from an Accidental Salesforce Admin
Throughout my B2B marketing career, many things have changed, especially digital marketing. Monitoring what solutions have been installed in Salesforce is necessary To manage which Users in Salesforce can install which solutions, an Admin will have to enable App Allowlisting (formerly Whitelisting). To learn more about how to enable App Allowlisting in Salesforce, check out…
