Accelerate your growth with these free resources

What is a Deal Desk? And why do you need one? A Deal Desk is responsible for ensuring that all sales meet the organization’s criteria for profitability, risk, and strategic alignment, while also facilitating communication and collaboration between Sales, Legal and Finance teams. While they can sometimes be a source of pain and complaints from…

How can Salesforce Communications Cloud help you gain critical business insights? And how can it help drive growth and customer success across the telecommunications industry? This brand-new resource from Ateko dives into the details — with over 30 pages of practical insights designed to help telecom providers modernize their operations and strengthen customer relationships. Cover…

How does the security of your Salesforce org stack up against the average? We surveyed Salesforce Admins and Users from across North America to find out common practices across multiple areas in Salesforce security: While no two organizations are exactly alike in security practices and outcomes, this survey gives a peek behind the curtain, and…

The Wealth Manager’s Guide to Salesforce Financial Services Cloud How does Salesforce benefit Wealth Managers and Financial Services firms? This new resource from Ateko provides a comprehensive guide to Salesforce’s Financial Services Cloud (FSC) and its benefits for Wealth Management firms and Financial institutions. Whether you’re an existing Sales Cloud user, or considering making a…

When do you use a Standard object and when should you use a custom object in Salesforce? This is a problem all Salesforce Admins and Developers face. The choice has implications on development efficiency, scalability, and the overall maintenance of your org. Understanding when to use a standard object and when to use a custom…

Hubspot to Salesforce Migration Checklist You’ve watched the video, and you’ve read the resources. Now, you can get a list of the questions you want to ask your organization (and yourself) before you get started on a HubSpot to Salesforce migration. Having clear answers and a clear approach to your migration will greatly increase your…

Nailing Speed to Lead There are common challenges that businesses face when trying to optimize their Speed to Lead. But by implementing best practices and focusing on iterative improvements, businesses can increase their sales performance and ultimately revenue. In this guide, we will review 5 key areas to consider when fine tuning your organization’s Speed…

An Introduction to Salesforce Maps Salesforce Maps helps field sales and service teams to manage accounts and opportunities, plan routes and optimize sales activities. In this guide we will review: Learn how your organization can leverage Salesforce Maps to unlock new opportunities, enhance productivity and drive your overall success in today’s competitive market.