The First 30 Days Learning Salesforce

From Scout to Mountaineer When I started at CloudKettle I realized 2 things pretty quickly: 1) It was a welcoming and warm environment 2) If I wanted to succeed, I...

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Maturity Levels in Business Intelligence

Where do we stand? And how do we improve? The world of Business Intelligence (BI) can be complicated to navigate. With many moving pieces, multiple technologies, and many different people...

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Creating Effective User Stories for Salesforce

When managing any Salesforce project, one of the keys to success is the creation of properly written User Stories. These will provide your team with the building blocks they need...

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How CRM Analytics Benefits the C-Suite

CRM Analytics can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation...

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What Is Business Intelligence?

Business Intelligence (BI) comprises the strategies and technologies used by enterprises for data analysis and the management of business information. A critical output of any BI practice should be the...

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Preparing Data Using Tableau CRM: A Sample Recipe

Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated...

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Security Guide: How to Protect and Monitor Salesforce

As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.

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