Revenue Operations Archives

CDPs and Marketing Operations

How can a CDP help you with your Marketing Operations? Well first, lets start with this: What is CDP? A Customer Data Platform (CDP) is different from a CRM or...

Beyond Procurement: Selecting the Ideal Partner for Government Salesforce Projects

The public sector, especially the government, continually strives to provide high-quality and secure services in an ever-changing environment. So whether at the federal, provincial, or municipal level, there are numerous...

Crawl, Walk, Run – The Phased Approach

So… you’re considering migrating from your current CRM to Salesforce. Or maybe you’re tired of using multiple systems and resources to operate your business and want to centralize in Salesforce....

Don’t Eliminate the Lead Object

Salesforce is a powerful CRM that helps businesses manage customer relationships and streamline their sales processes. One of the cornerstone elements of Salesforce is the Lead object, which allows companies...

Document Generation in OmniStudio

Streamlining document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create...

Single-Touch and Multi-Touch Attribution (and why you need both)

At CloudKettle, we have a lot of clients with significant resources who can facilitate the creation of the most complex, custom attribution models possible. And that is amazing. We’re fortunate...