Tag: Salesforce

  • Lead Generation: Getting Organized

    Lead Generation: Getting Organized

    Create and prioritize lists then manage your time for success This post is the sequel to Lead Generation: Getting Started, which primarily deals with high-level concepts surrounding targeting prospects and medium and messaging. This post we dive into operational best practices for your sales reps. First we’ll cover some basic lead generation tips and resources. Then,

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  • Join Ateko at Dreamforce

    Join Ateko at Dreamforce

    Join Ateko at Dreamforce for Partner Marketing: How Great Consultants Collaborate with Salesforce Next week, our SVP, Greg Poirier, will be one of three panelists speaking on “Partner Marketing: How Great Consultants Collaborate with Salesforce.” Other panelists include, Kat (An) Suyderhoud, Senior Manager at Partner Marketing Salesforce, Ryan Esposto, Advisory Technical Architect at Deloitte Digital, and Edward

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  • Everything your B2B SaaS Company needs to know about Salesforce

    Everything your B2B SaaS Company needs to know about Salesforce

    In our time working at or with fast growing SaaS companies over the last decade, we’ve noticed some high-level CRM considerations the bulk of organizations neglect to consider that significantly influence the success of Salesforce implementation and adoption. A lot of these considerations are central to complex sales cycles, reducing churn and are specific to

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  • The How to Guide: CRM Integrations

    The How to Guide: CRM Integrations

    When assessing a CRM, fast-growing SaaS companies often make the mistake of evaluating each SaaS tool they plan to integrate with their CRM as a piece, rather than as part of a whole ecosystem. Not all SaaS products can be integrated together. Many complex SaaS solutions create custom objects in your CRM that can effect how

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  • Why SaaS Companies need a CRM

    Why SaaS Companies need a CRM

    Do You Need a CRM? Not every organization needs a CRM, but they are particularly important for Software as a Service (SaaS) companies that have a B2B enterprise sales model. When deciding if you need a CRM, there are a few simple questions you can ask to determine if one is a worthy investment. If

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  • How to Select a CRM

    How to Select a CRM

    Not every startup needs a CRM, but they are particularly important for Software as a Service (SaaS) companies who have a subscription based model.  Some aspects of your business and sales cycle that would necessitate a CRM are things like: if your product is available for purchase offline, if you have a sales-cycle that is

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  • CloudKettle: Year 1 By the Numbers

    CloudKettle: Year 1 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 has been one year since I officially left my role as COO of Livelenz

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  • The Salesforce ButtonClick Admin Podcast

    The Salesforce ButtonClick Admin Podcast

    This week I got to speak with the ButtonClick Admin podcast about startups and some of the common problems that Ateko sees founders are experiencing when scaling their business and how Salesforce can be leveraged to help. The ButtonClick Admin podcast is hosted by Mike Gerholdt and Gillian Madill and features folks who are solving problems

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  • The Marketing Over Coffee Podcast: An Interview

    The Marketing Over Coffee Podcast: An Interview

    In August, Jon McGinley and I flew to Boston and were interviewed by John Wall for the Marketing Over Coffee podcast. We talked about our time at Radian6, before and after the Salesforce acquisition, our careers in digital and the workshops that Jon and I have been doing to help startups with sales and marketing.

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