Salesforce and CRMs Archives

Top 10 Marketing Cloud Mistakes (and How to Avoid Them)

Mistakes can be made when using any enterprise platform and Marketing Cloud is no exception to the rule. Most user-based mistakes are caused by taking shortcuts, like an inadequate implementation,...

An Interview with Katrina Wong: The Future of Customer Engagement

Katrina Wong is the VP of Product Marketing and Demand Generation at Twilio Segment. CloudKettle’s CEO Greg Poirier recently caught up with Katrina for a discussion about how she got...

How Tableau CRM Benefits the C-Suite

Tableau CRM 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...

Infographic: Field Service for Hurricane Response

Salesforce Field Service allows companies to manage Service Technicians and make scheduling more efficient. This can be especially helpful when dealing with emergency-recovery situations, like after hurricanes and other natural...

So You Want To Be A Salesforce Admin?

Pass Your Admin Exam and Get Started in Your Salesforce Career You’ve done the research and crunched the numbers. You know that the Salesforce economy is going to create 9...

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...