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Protect your Instance: Three Things to Monitor in Salesforce
Salesforce is often thought of as an organization’s “single source of truth”. Full of information from various business units, your CRM provides a 360-degree view of everything that is happening across each stage of the customer journey. Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem
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Cross-Channel Data Cleanliness Best Practices
The ability to use cross-channel data in analytics can be extremely valuable if done correctly. In this post we give an overview of foundational cross-channel data cleanliness best practices in the domains of Salesforce, Google Analytics, and Marketing Automation. Before you can leverage the sexy side of data; visualization, machine learning, AI, you have to
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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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Why You Need A Dedicated Salesforce Integration User
Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem of tools that can be integrated with it is. Organizations have long seen the benefits of expanding the value they get out of Salesforce by integrating their marketing automation, data enrichment, collaboration, and productivity tools with their
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Sales Qualification Process: BANT or Bust
In this podcast, John Wall moderates a lively discussion between our own Greg Poirier and more on BANT here). This podcast covers: The pros and cons of BANT When BANT is an appropriate methodology and when it is not Why Trish thinks BANT is dead (and why Greg doesn’t necessarily agree) PACT and other
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CloudKettle: Year 3 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. Another year has gone by which means it’s time for CloudKettle Year 3 by
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Marketing Automation to Enable Renewals
Read this post to learn how you can leverage Marketing Automation beyond the initial sale to enable upsell and renewals. Marketing Automation: The Status Quo B2B marketers understand how to leverage Marketing Automation to warm new leads for a sale before it’s ready to be worked by a Sales Rep. What companies aren’t doing effectively
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NEW eBook | The Chief Revenue Officer’s Guide to Revenue & Reporting
Our newest eBook, A Chief Revenue Officer’s Guide to Revenue & Reporting, is a must read for any high-growth B2B SaaS company. In this ebook, we cover why Chief Revenue Officer is the hottest title in SaaS right now, and how its rise is connected to the Revenue Stack. B2B SaaS companies face high
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CloudKettle: Year 2 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. It’s hard to believe that year two for CloudKettle has come and gone (some
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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
