Business Intelligence and Analytics

There is No Such Thing as Neutral Dashboard Design

We tend to think of numbers as facts and, in many ways, this is completely true. If my thermometer says it is 20 degrees outside, that is strong evidence that...

CRM Analytics Development Lifecycle: Production vs. Sandbox

When CRM Analytics is selected as a Business Intelligence application for data visualization, a common question always arises: Should we develop in Production or in a Sandbox? In this post,...

RevOps Leaders Panel

CloudKettle founder and CEO, Greg Poirier, was recently joined by Sales and Marketing/RevOps experts Ursula Ayrout and Betsy Sewell to chat about their experiences in RevOps and share some thoughts...

Getting Started with CRM Analytics (Formerly Einstein Analytics)

Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been...

Choosing the Right Fields for Salesforce Local Connection with CRM Analytics

The native connectivity between Salesforce and CRM Analytics makes it easy to bring data from Salesforce into CRM Analytics. At the start of any CRM Analytics project, the first step...

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...